Give – Annual Receipts
Your donors will be able to obtain a downloadable PDF version of their annual tax-deductible receipts if you use the Give – Annual Receipts feature. Installing, activating, and setting up doesn’t take more than a few minutes, whether you do it yourself or your website administrator does it. After that, through their donor dashboard, your donors will always be able to watch and download an annual history of their giving to your organisation! Keeping your donors satisfied requires you to provide them with additional tools. Happy donors help you generate more money.
Give your donors an annual summary of their donations and make it possible for them to download PDFs that can be used for their tax and accounting requirements.
A COMPREHENSIVE RECORD OF THE DONOR’S GIVING HISTORY
Give your donors the ability to view and download records of their contributions to your organisation for a specific year. The Annual Receipts add-on for your website provides the tools that your contributors require in order to properly file their taxes at the end of the year. This enables them to provide the necessary information to their accountants so that they can report on their yearly charitable giving for the purposes of reducing their tax liability. By offering this convenience to your donors, you will foster their confidence in your organisation, which will make them more likely to continue providing financial support for your cause.
With the Annual Receipts Add-on:
- Donors have the ability to download a record of all contributions made within a specific year for the purposes of keeping their own records and filing their taxes.
- Using the contact information and donation totals included in the annual receipt, accountants can use the record of their client’s donations to accurately submit their charitable contribution deductions. This is made possible by using the record of their client’s donations.
- To satisfy their obligations regarding charitable receipts, charities and site administrators can use this convenient method of delivering annual receipts to donors. This method satisfies the requirements for charitable receipts.
HOW IT WORKS
The Annual Receipts add-on was developed with the intention of making it straightforward for administrators to configure and simple for donors to access. After you have successfully installed and authorised the add-on, the first thing you will need to do is configure the receipt language to meet the requirements of your charity. In order to make this process simpler for you, we have supplied a template that is modelled after the typical usage. After that, there is no need for any additional customization; your donors will be able to access their yearly receipts automatically through the Donation History (see screenshots below).
- Date at the end of the year that can be customised (for countries that have different tax years)
- Operates on the Basis of Fee Recovery and Ongoing Contributions (renewals are displayed as line items)
- Personalized emblem that can be applied to the elegantly labelled receipt
- You are free to include any text you want before or after the receipt, as well as in the bottom.