What type of donor can get an Official Tax Receipt? And what types of donations are Receiptable?
To get a receipt at the end of the year, the “Charitable Gift?” field on the donation entry screen must be set to “Yes” — if it’s “No”, they will get no receipt. If it is “Yes”, then, if their donor type is “I” or “B”, they will get an “Official Receipt for Income Tax Purposes”; if their donor type is anything else, the receipt they get will not be Official.
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Common receipt correction questions and solutions
These are some of the most commonly asked support questions about receipting. “The name/address is wrong on a donor’s receipt. How do I fix this?” Solution https://support.silentpartnersoftware.com/portal/en/kb/articles/new-receip “I receipted one ...What's in a Donor Record?
What is contained on a donor record? tab 1 is contact information and address. It also contains the fields First line (labels) and First line (receipts) which are mandatory fields that provide the donor name for the receipts or envelopes/labels ...Donor Advantage
In the situation where the gift was primarily a donation, but the donor did receive something in exchange as well, the value of the item the donor was given is known as the Donor advantage. Some examples of a donor advantage: A book is given to the ...Receipts for a merged donor record don't appear in the receipt history correctly
There are times when you need to merge two donor records who have both made donations and been issued receipts. Merging records must be done in the desktop. More information on how to merge two records can be found here. After two records are merged, ...Entering donations - an overview of how it works.
How does gift entry work in Silent Partner? The process of entering gifts and processing receipts in Silent Partner takes 4 basic steps: Setting up the Batch: a Batch is a holding place for gifts - where you collect them together until you are ready ...
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