On Mondays, the Grants team will receive an automated email from Salesforce showing all the unacknowledged Grants donations.
From the Corporate & Foundation Acknowledgments report email
1. Click Open in Salesforce.
2. Click on the Account Name of the donation you plan to acknowledge.
3. Scroll down and view the Primary Contact.
4. Determine whether the acknowledgement will be mailed or emailed.
Mailed Acknowledgement
5. Scroll down and view the Mailing Address.
6. Visit the Grants Sharepoint.
7. Click on Grant Library.
8. Click on the correct Fiscal Year folder.
9. Select the correct Acknowledgement template based on what the grant was for.
10. Click Editing.
11. Click View in Browser.
12. Change the Date to today.
13. Change the Addressee, Organization, and Mailing Address.
14. Change the Greeting.
15. Change all mentions of the Foundation or Organization to be the correct name.
16. Change the Amount.
17. Change the Signatory as needed.
18. Print the Acknowledgement on Letterhead.
19. Sign the Acknowledgement.
20. Address the Envelope.
21. Insert the Acknowledgement and seal it in the envelope.
22. Add postage to the envelope.
23. Drop in the Outgoing Mailbox in the Breakroom.
24. Return to the Corporate & Foundation Acknowledgments report in Salesforce.
25. Click on the Opportunity Name.
26. Enter the Date of Acknowledgement.
27. Select Letter for Type of Acknowledgment.
28. Click Next.
The Opportunity has been marked as Acknowledged in Salesforce!
Emailed Acknowledgement
5. View the Email.
6. Visit the Grants Sharepoint.
7. Click on Grant Library.
8. Click on the correct Fiscal Year folder.
9. Select the correct Acknowledgement template based on what the grant was for.
10. Click Editing.
11. Click View in Browser.
12. Change the Date to today.
13. Change the Addressee, Organization, and Mailing Address.
14. Change the Greeting.
15. Change all mentions of the Foundation or Organization to be the correct name.
16. Change the Amount.
17. Change the Signatory as needed.
18. Save a PDF of the Acknowledgement.
19. Send an email to the Foundation or Organization email.
21. Return to the Corporate & Foundation Acknowledgments report in Salesforce.
22. Click on the Opportunity Name.
23. Enter the Date of Acknowledgement.
24. Select Letter for Type of Acknowledgment.
25. Click Next.
The Opportunity has been marked as Acknowledged in Salesforce!
