Depending on how you've set up the payment source for donations, donation receipts and acknowledgments are sent to donors every time they give unless this setting has been turned off.
Notice
If two donors are joined within Giving, both donors receive a donation receipt/acknowledgment when either donor gives.
Some organizations also send statements to donors, usually once a year, to help donors report their charitable giving for their taxes.
For online donations, donors are sent a receipt/acknowledgment every time they give unless they turn the setting off from their profile.
For checks, cash, or other payment sources that are counted in batches, receipts/acknowledgments are emailed to each donor when the batch is committed if:
A donor can turn off receipts/acknowledgments from their donor profile, or an administrator can turn them off from a donor's profile.
Donors can opt out by selecting Disable from a receipt/acknowledgment email.
Notice
If one person who gives jointly with another donor turns off this setting, the other donor will still receive the receipt/acknowledgment unless they also disable them.
A donor can also turn it off from their donor profile.
Administrators can turn off receipts/acknowledgments for an individual from the Admin side of a donor's profile.
When setting up a payment source, you can choose whether or not to enable receipts/acknowledgments for donations.
After batches with donations from this payment source are committed, these receipts/acknowledgments are sent to donors at the email address in their profiles.
See the following sections for legal requirements regarding receipts in the United States and Canada.
The Internal Revenue Service (IRS) requires receipts for receiving charitable donations. From IRS Publication 1771, Charitable Contributions – Substantiation and Disclosure Requirements:
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"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."
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"A donor is responsible for obtaining a written acknowledgment 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."
Additionally:
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"Single donations of $250 or more MUST be acknowledged by a written statement. A separate acknowledgment can be provided for each single contribution of $ 250 or more, or one acknowledgment, such as an annual summary, may be used."
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"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 organizations do.
The CRA requires charities to issue end-of-year cumulative receipts that meet specific guidelines, such as having a treasurer's 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.
The receipt has the amount and date of the donation, along with some additional information.
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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 Church Email, which is set up in the account settings (unless the email address has been updated in Giving Settings).
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For joint donors, the names of both donors are shown on the receipt.
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Payment method details are passed along to the donor, as well as the fund they selected when donating.
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An Intangible Religious Benefits statement is included on every donation receipt, which can be changed in Settings.
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This button takes donors to a login page to log into their profile.
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Donors can choose to turn off donation receipts.
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Your church's basic contact information is included at the end of the receipt.
Acknowledgment letters for donations received from a donor-advised fund provide details of the donation, including the amount of the donation, the date of the donation, and the fund to which the donation was credited.
Additionally, acknowledgment letters include an Intangible Religious Benefits statement, which can be changed in Settings, and a treasurer signature.
Donors can log into their profile on Church Center by selecting Access my donor profile at the bottom of the acknowledgment, as well as disable acknowledgments.
Acknowledgment letters for donations received from a qualified charitable distribution provide details of the donation, including the amount of the donation, the date of the donation, and the fund to which the donation was credited.
Additionally, acknowledgment letters include an Intangible Religious Benefits statement, which can be changed in Settings, and a treasurer signature.
Donors can log into their profile on Church Center by selecting Access my donor profile at the bottom of the acknowledgment, as well as disable acknowledgments.