Using a company credit card for donation

Kellee Robinson
Kellee Robinson
First Anniversary
in Organizational Best Practices General Discussions

Does anybody have any policies around accepting credit card donations made from a company credit card issued to individuals of said company? The individual will get the receipt and acknowledgement letter with tax language. But is there a way to prevent this from happening?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply

    @Kellee Robinson Hi! I moved this discussion to the Organizational Best Practices discussion. Thanks!

  • Meghan Christiansen
    Meghan Christiansen
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Kellee Robinson You could have separate donation forms with a receipt attached to the individual one and no receipt attached to the company one (in separate campaigns).

    Or what we do, is we have a conditional in our receipt that changes the copy on our receipt depending if it is an individual donation or a company. So the receipt for an individual says this is an official receipt and the company one says this is a company receipt.

    We used to have the forms separate but sometimes companies wanted a receipt so we combined them into one form and now use the conditional in the receipt. We worked with Yeeboo Digital to add the conditional to our existing receipt template.

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Kellee Robinson I've seen some organizations add a field that says something like, “If this gift is on behalf of a company, please list the company name here” and then use that to link the gift to the organization rather than the individual.

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