How, When and Why to Thank Donors

The Direct Marketing Association sums it up in this statement: “Unlimited personalization is allowed so long as the exclusive reason for sending the mail piece is to solicit or advertise a product or service.”

Well, that seems to eliminate tax receipts and leaves a burning question. If the IRS doesn’t require you to acknowledge most gifts with a receipt and you ask for an additional gift as part of a personalized thank-you note, can you still mail at the bulk rate? Details to come.