When implementing a new system, there are often inefficiencies that are in place due to the current system or changed rules and regulations. We have assisted many organization eliminated repetitive or redundant tasks. With one organization, the results was tax receipts going out in less than 48 rather than the 3 weeks it previously took.

We have helped many organizations improve their current donation processing function by implementing some or all of the following "Best Practices".

Best Practices for Donation Processing

1. Tax receipts sent in within 24-48 hours of receiving the donation
2. Combined Tax Receipt and Thank You letter on one form
3. Customized thank you letter based on type of donation
4. Daily (or weekly or month) automatic update of donation to finance
5. Tickler system implemented for major gift and planned giving prospects

If any of the above "Best Practices" sounds appealing, JMG Solutions can assist you in achieving these goals.

For a detailed quote, please contact us