Canadian Tax Receipting Tips

Published

Your fall appeals are ready to go, and Giving Tuesday is right around the corner. Don't forget to check your tax receipt template, and update as necessary. This part of the donation transaction should be the easiest part. A few things:

If your tax receipt contains a thank you letter, please remember to update it periodically (usually 2-3x per year) and ensure donors don't receive the same thank you letter too often. Donors can tell!
Use a Word merge (in Microsoft Word) to set up your tax receipt template, adding a thank you letter if needed. Use text boxes to align your Raiser's Edge fields (and any Word merge fields, for custom content) to any sort of preprinted receipt template stock. Make sure your receipt template is CRA-compliant as well.
Preview and print/email receipts before marking gifts as being receipted. This sounds basic, but it's more work to reverse the "receipted" status after the fact.

Want more tips? I'm leading an interactive webinar called 30-Minute Tips & Timesavers on October 18 at 1pm ET where you can learn more about tax receipting in Raiser's Edge from me and other Raiser's Edge users.

News Raiser's Edge® Blog 10/02/2017 12:40pm EDT

Added by Chris Geady

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