Donation receipts are sent to donors every time they give, unless receipts have been disabled.
If two donors are joined within Giving, both donors receive a donation receipt when either one of them gives.
Some organizations send statements to their donors as well, usually once a year, to help donors with their report their charitable giving for their taxes.
When Receipts Are Issued
For online donations, donors are sent a receipt every time they give, unless they disable receipts from their profile.
Donors can opt out of email receipts for donations by clicking Disable donation receipts from a receipt email.
If one person who gives jointly with another donor disables receipts, the other donor will still receive receipts unless they also disable them.
A donor can also disable receipts from their donor profile.
Administrators can disable receipts for an individual from the Admin side of a donor's profile.
Enable Receipts on Payment Sources
When setting up a payment source, you can choose whether or not to enable receipts when a donation is committed using that payment source.
Receipts will be sent to donors with an email address in their profile after batches are committed batches with this payment source.
See the following sections for legal requirements regarding receipts in the US and Canada.
The Internal Revenue Service requires receipts for receiving charitable donations. From IRS Publication 1771, Charitable Contributions – Substantiation and Disclosure Requirements:
- A donor must have a bank record or written communication from a charity for any monetary contribution before the donor can claim a charitable contribution on his/her federal income tax return.
- A donor is responsible for obtaining a written acknowledgement from a charity for a single contribution of $250 or more before the donor can claim a charitable contribution on his/her federal income tax return.
- Single donations of $250 or more MUST be acknowledged by a written statement. A separate acknowledgement can be provided for each single contribution of $ 250 or more, or one acknowledgement, such as an annual summary, may be used.
- ALL cash donations must be acknowledged by a written statement.
Email receipts, letters, postcards, or computer-generated forms with the above information are acceptable. An organization can provide either a paper copy or an electronic copy, such as an email addressed to the donor.
The Canadian Revenue Agency (CRA) doesn't require non-profits to issue receipts, but most do.
The CRA does require charities to issue end of year cumulative receipts that meet specific guidelines, such as treasurer signature, the link to the CRA website, the organization's Registration Number, and a unique receipt number.
All those requirements have been met by Giving donor statements.
What's on a Receipt?
The receipt has the amount and date of the donation, along with some additional information.
The receipt has the amount and date of the donation, along with the following:
- Email receipts will be sent with your church's name as the sender. The "reply to" email appears to be a "no-reply" address, but the email is forwarded to the email address set up in Accounts (unless the email address has been updated in Giving Settings).
- For joint donors, the names of both donors are shown on the receipt.
- Payment method details are passed along to the donor, as well as the fund they selected when donating.
- An Intangible Religious Benefits statement is included on every donation receipt, which can be changed in Settings.
- This button will take donors to a login page where they can log into their profile.
- Donors can choose to disable donation receipts.
- Your church's basic contact information is included at the end of the receipt.