PDF Gift Receipts

PDF gift receipts provide donors with a tax-compliant record of their contributions. Using Receipt Manager, you can generate receipts for both online and offline transactions, including:

• One-time gifts

• Aggregated sustaining gifts

  See About One-Time and Sustaining Gift Receipts.

Receipts remain available for up to two years and can be:

• Resent

• Voided

• Downloaded

All actions are managed from the Transactions record for the associated payment.

Frequently Asked Questions

• How long are receipts available?

  Receipts remain accessible for two years after creation.

• Can I resend or void a receipt?

  Yes. From the Transactions record, you can resend, void, or download receipts.

• Do I need special settings for sustaining gifts?

  Yes. Enable Sustaining Receipts and Receipt Manager in the Site Options and Site Configuration

• Are there tax laws or other compliance requirements for receipts?

  Yes. See:

  • Canadian receipt requirements

  • US receipt requirements

  • Mastercard receipt requirements