Create and Send On Behalf Of Acknowledgments
Quick Start
🤝 Acknowledging proxy donations? Execute on behalf of acknowledgments to recognize organizations or individuals represented by donations made by others.
- Open donation opportunity → 2. Click "Send Donation Acknowledgments" → 3. Enable on behalf of acknowledgment → 4. Verify details → 5. Send recognition
What you'll accomplish: Execute the on behalf of acknowledgment process to send professional recognition to organizations or individuals represented by proxy donations in about 6 minutes.
🚀 Quickstart
- Navigate to donation opportunity with on behalf of component
- Click "Send Donation Acknowledgments" action
- Enable on behalf of acknowledgment selection
- Verify on behalf of name and contact information
- Send acknowledgment or preview to represented party
⚠️ Before You Start
📋 Prerequisites Checklist
- You have appropriate permissions for donation acknowledgments
- Access to Donation Acknowledgments app
- Proxy donation with on behalf of component configured
- On behalf of information fields are populated
- Email templates for on behalf of communications are configured
💡 Understanding On Behalf Of Acknowledgments
What On Behalf Of Acknowledgments Provide:
- Organizational recognition for donations made by representatives
- Professional courtesy acknowledgments for proxy donations
- Delegation appreciation for gifts made on behalf of institutions
- Appropriate credit to the organization or person being represented
Types of On Behalf Of Donations:
- Corporate donations - Executive donating on behalf of company
- Board donations - Board member contributing on behalf of organization
- Family foundations - Representative donating on behalf of foundation
- Professional services - Attorney/accountant donating on behalf of client
- Group donations - Individual representing a group or team
Process Coordination:
- Dual acknowledgments - Both donor and represented party may be acknowledged
- Professional messaging appropriate for organizational relationships
- Delegation respect - Honors the representative relationship
- Institutional recognition - Properly credits the represented organization
Professional Relationships
On behalf of acknowledgments require professional tone and careful attention to organizational relationships and delegation protocols.
📘 Detailed Instructions
Step 1: Access Proxy/Delegation Donation
- Navigate to the Donation Acknowledgments app
- Find the donation opportunity with on behalf of component
- Open the opportunity record
- Verify this donation involves delegation or representation
Optional Navigation:
- Use "All Donations" list view to filter donation opportunities
- Review donation information tab for on behalf of details
- Confirm delegation relationship is properly configured
Step 2: Launch Acknowledgment Process
- Locate the "Send Donation Acknowledgments" button
- Click to launch acknowledgment flow interface
- Wait for acknowledgment options to load
- Prepare to configure on behalf of acknowledgment
Step 3: Configure On Behalf Of Acknowledgment
🤝 On Behalf Of Configuration
Required Selections:
- Select Acknowledgments To Update - Toggle ON to enable configuration
- On Behalf Of - Toggle ON to enable on behalf of acknowledgment processing
- Donation On Behalf Of Contact - Optional lookup to populate name from contact
- Donation On Behalf Of Name - Required field appearing in acknowledgment
- Donation On Behalf Of Email - Required field for email delivery
Professional Considerations:
- Organizational names - Use full, formal names for organizations
- Contact appropriateness - Email may go to organization contact or representative
- Professional tone - Acknowledgments should be appropriately formal
- Delegation respect - Acknowledge the representative relationship properly
Configure On Behalf Of Acknowledgment:
- Toggle ON "Select Acknowledgments To Update"
- Toggle ON "On Behalf Of" to enable processing
- Optionally use Donation On Behalf Of Contact lookup
- Verify/Edit Donation On Behalf Of Name for professional display
- Verify/Edit Donation On Behalf Of Email for appropriate delivery
Step 4: Verify Delegation Context
Review Delegation Information:
- Donor Identity - Who actually made the donation
- Represented Party - Organization or person being represented
- Relationship Context - How delegation relationship works
- Communication Appropriateness - Ensure acknowledgment is suitable
Quality Control Checks:
- Professional formatting - Organization name appears appropriately
- Contact accuracy - Email reaches appropriate organizational contact
- Delegation clarity - Acknowledgment explains delegation relationship
- Template readiness - All required information is available
Step 5: Send or Preview Acknowledgment
📤 On Behalf Of Acknowledgment Options
Send Donation On Behalf Of Email:
- Requirements - Both Name and Email must be populated
- Action - Sends acknowledgment to represented organization/person
- Result - Updates acknowledgment status and creates activity record
Send Donation On Behalf Of Preview:
- Requirements - Donation On Behalf Of Name must be populated
- Action - Sends preview to current user's email
- Purpose - Quality control and professional presentation review
Best Practice for Professional Communications:
- Preview first - Always review organizational communications
- Check professional tone - Ensure appropriate for business relationship
- Verify delegation context - Confirm acknowledgment explains relationship
- Send professionally - Maintain high standards for organizational acknowledgments
Choose Acknowledgment Option:
-
For Quality Control - Click "Send Donation On Behalf Of Preview"
- Review preview for professional tone and presentation
- Verify delegation relationship is properly explained
- Check all organizational details appear correctly
-
For Organization Delivery - Click "Send Donation On Behalf Of Email"
- Confirms acknowledgment sent to represented organization/person
- Updates opportunity status automatically
- Creates activity record for delegation acknowledgment tracking
✅ How to Know It Worked
Success Indicators:
- ✅ Acknowledgment flow completes without errors
- ✅ Confirmation message indicates successful acknowledgment sending
- ✅ On behalf of acknowledgment status updates to "Acknowledged"
- ✅ Activity record created showing acknowledgment sent to represented party
Verification Steps:
- Check opportunity status for on behalf of acknowledgment completion
- Review activity history for organizational acknowledgment record
- Verify professional presentation was maintained throughout process
- Confirm delegation relationship was properly acknowledged
🆘 Troubleshooting
❌ Send On Behalf Of Email Button Disabled
Problem: Cannot click "Send Donation On Behalf Of Email" button
Solutions:
- ✅ Verify required fields - Both Name and Email must be populated
- ✅ Check email format - Ensure valid organizational email address
- ✅ Toggle settings - Ensure both acknowledgment toggles are ON
- ✅ Refresh interface - Try reloading acknowledgment flow
❌ Organizational Contact Issues
Problem: Uncertainty about appropriate organizational contact
Solutions:
- ✅ Verify contact authority - Confirm contact can receive on behalf of organization
- ✅ Check organizational preferences - Some organizations have specific contacts
- ✅ Use general contact - May use main organizational email
- ✅ Coordinate with donor - Check with donor about appropriate contact
❌ Template Professional Tone Issues
Problem: Template tone not appropriate for organizational communication
Solutions:
- ✅ Review template - Check on behalf of email template content
- ✅ Update messaging - Modify template for professional organizational tone
- ✅ Test with preview - Verify template appropriateness for business communication
- ✅ Coordinate templates - Ensure consistency with other organizational communications
❌ Delegation Context Missing
Problem: Acknowledgment doesn't explain delegation relationship clearly
Solutions:
- ✅ Verify donor configuration - Ensure donor information explains representation
- ✅ Check template mapping - Verify template references delegation appropriately
- ✅ Review merge fields - Ensure all delegation context is available
- ✅ Update template logic - Modify template to handle delegation scenario
💡 Best Practices
On Behalf Of Acknowledgment Best Practices
- 🤝 Professional Tone - Use appropriate business formality for organizational acknowledgments
- 📧 Clear Delegation - Explain delegation relationship clearly in acknowledgments
- ⏰ Coordinated Timing - Consider timing with donor acknowledgments
- 🔍 Authority Verification - Confirm delegation authority for significant donations
- 💼 Organizational Standards - Maintain high professional standards for business communications
- 📝 Complete Context - Ensure acknowledgments provide full delegation context
Professional Communication Standards:
- Business formality - Use appropriate level of formality for organizational relationships
- Delegation clarity - Clearly explain who made donation on behalf of whom
- Professional courtesy - Acknowledge both donor effort and organizational representation
- Contact appropriateness - Send acknowledgments to appropriate organizational contacts
Organizational Relationship Management:
- Authority respect - Honor delegation relationships and organizational hierarchies
- Professional protocols - Follow appropriate business communication protocols
- Institutional recognition - Properly credit organizations being represented
- Relationship maintenance - Use acknowledgments to strengthen organizational relationships
Quality and Compliance:
- Template professionalism - Ensure templates meet business communication standards
- Coordination efficiency - Coordinate with donor acknowledgments appropriately
- Documentation standards - Maintain professional records of organizational acknowledgments
- Feedback integration - Incorporate organizational feedback on acknowledgment processes