For nonprofits on Spektrix
Tax receipts, done right. Every time.
PatronSend is the automated receipting system for arts organizations on Spektrix. Your team should be raising money. Not formatting PDFs.
No credit card needed to start
Give your team their time back.
“PatronSend makes it simple to design, generate, and email compliant tax receipts with confidence.”
Sarah Hastelow
Annual Fund Manager, Confederation Centre for the Arts, PEI
Sound familiar?
Someone exports donations from Spektrix. Someone else formats receipts in Word or Excel. Someone emails them out one by one. Someone tracks what was sent in a spreadsheet. When a donor calls about an error, someone digs through old emails to figure out what happened. And every January, someone spends days piecing together records for the bookkeeper.
It works. Until it doesn't.
Get your time back with PatronSend
Designed to be flexible and customizable, PatronSend works with your existing processes and gives you control over how to handle your tax receipts.
Review what you need to, automate the rest
Donations sync from Spektrix automatically, but only send based on your rules. Customize everything based on the Spektrix Fund. Receipts needing review are flagged so you don't miss a thing.
IRS compliant by default
Quid pro quo disclosures, non-cash contributions, contemporaneous written acknowledgments. The IRS requirements that cause the most headaches are built in.
Fully customizable receipts & emails
Use an out-of-the-box template or upload your own. Customize wording, formatting, and included information to fit your donors and your brand. Oh, and did we mention bilingual receipts?
One receipt for monthly donors, not twelve
Monthly donors get a single annual receipt automatically or set any donor to annual receipting with one click.
Void and replace with ease
Fix mistakes in one click. Donor needs their address corrected? Void the original, reissue a corrected receipt, and automatically notify the donor. Full audit trail maintained.
Some gifts shouldn't get a receipt
Use Spektrix attributes and tags to automatically exclude any donations that don't qualify. No accidental receipts.
“We estimate that time spent preparing and sending receipts using PatronSend will decrease significantly, leaving more team capacity to develop acquisition and stewardship projects.”
Joyce Waquil
Development Manager, Luminato Festival, Toronto
Simple, predictable pricing.
Start for free. No credit card required.
Many arts organizations spend 10 to 20 hours a month or more on manual tax receipts — over $3,000/year in staff time. PatronSend makes that zero for most donations.
Starter
For organizations just getting started with automated receipting.
Billed annually at $290 USD/year
Save 2 months!
- Unlimited receipts
- Spektrix & Dotdigital integration
- System receipt templates
- Unlimited users
- Compliance validation & reporting
- Best-effort email support
Standard
For organizations ready to customize their receipting workflow.
Billed annually at $590 USD/year
Save 2 months!
- Everything in Starter, plus:
- 5 custom templates
- Fund rules & custom field mapping
- Mailed receipt management
- Recurring donation aggregate receipts
- Bilingual receipts
- 3 business day support
Advanced
For organizations with multiple staff, governance, and branding needs.
Billed annually at $1590 USD/year
Save 2 months!
- Everything in Standard, plus:
- Unlimited custom templates
- Same-day support
- Cryptographically signed PDFs
- Audit log exports
- Multiple document types (acknowledgment letters, annual statements & more)
- Custom user roles & permissionsComing soon
- Custom approval workflowsComing soon
- Multiple signatoriesComing soon
- Automatically update Opportunities and Orders in SpektrixComing soon
All prices are in USD and do not include tax. 30 day free trial, no credit card required. Cancel anytime.
One-time expert setup
OptionalGet your receipts fully automated in days. We handle the integration, design your templates, backfill historical receipts, and train your team so you can focus on fundraising.
- Spektrix integration & configuration
- DotDigital integration & configuration
- Tailored setup to your Funds, custom fields and donors
- Custom branded template design
- Historical receipt backfill
- 1-hour kickoff call
- 2 training sessions
- Priority email and call support for 90 days
Guaranteed.If you're not live and processing receipts within 5 business days of your kickoff call, we refund the fee in full. No questions asked.
Available at signup. Included with Enterprise plans.
Looking for multi-organization or custom needs?
Enterprise plans for foundations, multi-venue institutions, and larger organizations — multi-organization management, SSO, custom contracts, and tailored onboarding.
Frequently Asked Questions
Send receipts in clicks.
Not days.
No credit card needed to start.
Questions? Email support@patronsend.com or Schedule a Call