PatronSend

PatronSend helps arts organizations on Spektrix automate their donor receipting and communications workflows, saving staff hours every month and ensuring every receipt is compliant, branded, and delivered.

• Automatic Tax Receipt Generation Receipts are created and delivered automatically when donations sync from Spektrix. CRA compliance for Canadian organizations, IRS compliance for US 501(c)(3)s, and ATO compliance for Australian organizations is built in, including split receipting, advantage amounts, and non-cash gifts.

• Branded & Customizable Send receipts that look like your organization, not generic system templates. Custom templates, your logo, and your language.

• Acknowledgement Letters & Multiple Document Types Generate acknowledgement letters, annual statements, and more from the same platform, all triggered automatically from Spektrix data.

• Recurring Donor Receipting Monthly donors receive a single annual aggregate receipt automatically. No manual consolidation, no December scramble.

• Mailed Receipt Management Track and manage receipts that need to go out by post, fully integrated into your workflow.

• Do Not Receipt Controls Use Spektrix attributes and tags to automatically exclude gifts that shouldn’t be receipted.

• Review & Approve Workflows Automate at a pace that works for your organization. Review and approve receipts before they send or let PatronSend handle it automatically.

• Audit Trail & Compliance Reporting Every receipt, every change, every void and reissue is fully logged. Year-end reporting and gap detection built in.