It’s that time of year again – time to issue those year-end tax receipts. Join us as we go over some best practices and some useful tips and tricks in The Raiser’s Edge, while making sure that your tax receipts are compliant with the Canada Revenue Agency guidelines.
Speaker: Kirk Schmidt, Director of Professional Services with Method Works Consulting
Who gets your percentage of the business when you retire, die or sell it? Your partner, a spouse, or your children? Are you doing the best to maximize tax advantages? What are you doing to protect your interest and assets? How are you positioning employee retention and loyalty?
Kudos to donateNYC for the opportunity to present to your members!
Best practices include reviewing - on an annual basis - your organization’s IRS Form 990 and remember, unless you possess the expertise, never appraise the value of donated contributions.
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsMichael David-Wilson
How to create a comprehensive development plan which includes major and planned gifts and a budget to support it.
How to turn your annual campaign donors into major and planned giving donors.
The benefits of integrating major and planned giving for your agency and mission.
I hope this will help whoever is preparing for MBA. I made these slides with a friend for my Integrated Business Skills class at Studies in American Language at San Jose State University. I would like to thank Sarah Dreger Fattarsi for being a great teacher. This document is published only for the educational purpose.
TechSoup Connect Western Canada: Data To Action: Making Your Data Visible and...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on July 20, 2022.
https://events.techsoup.org/e/m85bvc/
Almost every organization has two superpowers. The first is the data that they have packed away in databases and spreadsheets, often collecting virtual dust on their servers. The second is the visual faculties of their donors, clients, board members and staff members. While most of us glaze over at the sight of a spreadsheet, humans are wired to process visual information at lightning speed. By visualizing our data, we make it more accessible and usable.
You will leave this webinar with a clear understanding of:
The two superpowers organizations have and how to wield them more often and more effectively;
How you can use data visualization (aka data viz) to address key problems you face showing and evaluating your impact;
The types of visualizations that work best for different purposes; and
How to turn a good viz into a great one.
Hosted by TechSoup Connect BC on June 7, 2022.
https://events.techsoup.org/e/m6r8cn/
Every charity wants to do as much as possible with the funds that they have. However, the pressures of the last two years have accentuated this need even further. One way to make your donors’ dollars go further is to be smarter at managing your third-party suppliers.
Learn how to create effective and easy-to-follow procurement processes, with simple tips and examples for every nonprofit. Our expert presenter will cover:
Finding the best value
Sourcing and contract management
Supplier and savings management
Hiring compliant suppliers who share your values
More Related Content
Similar to Consolidated Receipts in Raisers Edge and CRA Tax Receipting Guidelines
Who gets your percentage of the business when you retire, die or sell it? Your partner, a spouse, or your children? Are you doing the best to maximize tax advantages? What are you doing to protect your interest and assets? How are you positioning employee retention and loyalty?
Kudos to donateNYC for the opportunity to present to your members!
Best practices include reviewing - on an annual basis - your organization’s IRS Form 990 and remember, unless you possess the expertise, never appraise the value of donated contributions.
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsMichael David-Wilson
How to create a comprehensive development plan which includes major and planned gifts and a budget to support it.
How to turn your annual campaign donors into major and planned giving donors.
The benefits of integrating major and planned giving for your agency and mission.
I hope this will help whoever is preparing for MBA. I made these slides with a friend for my Integrated Business Skills class at Studies in American Language at San Jose State University. I would like to thank Sarah Dreger Fattarsi for being a great teacher. This document is published only for the educational purpose.
TechSoup Connect Western Canada: Data To Action: Making Your Data Visible and...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on July 20, 2022.
https://events.techsoup.org/e/m85bvc/
Almost every organization has two superpowers. The first is the data that they have packed away in databases and spreadsheets, often collecting virtual dust on their servers. The second is the visual faculties of their donors, clients, board members and staff members. While most of us glaze over at the sight of a spreadsheet, humans are wired to process visual information at lightning speed. By visualizing our data, we make it more accessible and usable.
You will leave this webinar with a clear understanding of:
The two superpowers organizations have and how to wield them more often and more effectively;
How you can use data visualization (aka data viz) to address key problems you face showing and evaluating your impact;
The types of visualizations that work best for different purposes; and
How to turn a good viz into a great one.
Hosted by TechSoup Connect BC on June 7, 2022.
https://events.techsoup.org/e/m6r8cn/
Every charity wants to do as much as possible with the funds that they have. However, the pressures of the last two years have accentuated this need even further. One way to make your donors’ dollars go further is to be smarter at managing your third-party suppliers.
Learn how to create effective and easy-to-follow procurement processes, with simple tips and examples for every nonprofit. Our expert presenter will cover:
Finding the best value
Sourcing and contract management
Supplier and savings management
Hiring compliant suppliers who share your values
Show, Don’t Tell: How Your Data Can Reveal Your Impact StoryNetSquared Vancouver
Hosted by TechSoup Connect BC on May 17, 2022. Featuring expert presenter Aine McGlynn, PhD.
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-show-dont-tell-how-your-data-can-reveal-your-impact-story/
This webinar will help you identify stories in your data. Think you don’t have any data-based stories to tell? You’ll be surprised how much data you can find when you start to look for it, apply logic to it, consolidate it, and make it available to your stakeholders – both internal and external.
We’ll help you identify gaps in your data and show you how to think about collecting better data to tell even more in-depth and nuanced stories about your work.
Most Digital Transformations Fail – Make Yours Succeed - with Kevin Christop...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on May 4, 2022. Featuring Kevin Christopher-George.
https://events.techsoup.org/e/m6tkaz/
This thirty minute session is for nonprofit leaders that are on a digital transformation journey with a SaaS/Cloud provider.
You'll learn how to establish a relationship that will make them both successful. During the chat we'll talk about things that strain said relationships and what can be done to help get things on the right track.
The advice being shared will help participants (re)focus on getting the value they sought when they first subscribed to the SaaS/Cloud solution, while ensuring that the next relationship they create is founded on transparency, accountability and mutual success.
What is a New Member Worth? A Guide to Acquisition Costs + Member Lifetime ValueNetSquared Vancouver
From TechSoup Connect Western Canada's April 5 event with Paul Orlando.
https://events.techsoup.org/e/mjf6u7/
How much should you spend on ads or growth at your nonprofit? What is each email address worth? You need to know how to calculate donor/member acquisition costs and lifetime value.
Author and University of Southern California Professor Paul Orlando gives a friendly and accessible introduction to Unit Economics. Paul will demonstrate methods to assess and calculate Customer Acquisition Cost (CAC), Lifetime Value (LTV), and more.
You will learn:
Ways to calculate Customer Acquisition Cost and Lifetime Value with additions like customer segments, cohorts, retention, and more (and why they can be imperfect methods).
How to manage the cost of growth along with potential value generated.
The difference between growing and scaling a nonprofit.
Hosted by TechSoup Connect BC on March 1, 2022
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-digital-marketing-diagnostics-part-i-web-analytics-checkup/
Much like it’s a good practice to see your doctor for a checkup every now and then, the same goes for your website. Join digital marketing consultant Matt Whalen as he guides you through an interrogatory approach to web analytics and the role that measurement can play in your overall marketing strategy.
Hosted by TechSoup Connect BC on March 8, 2022.
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-digital-marketing-diagnostics-paid-media-best-practices/
In this digital marketing checkup, Consultant Matt Whalen will cover a few PPC (pay-per-click) advertising best practices that you can apply to your own approach to digital marketing. If you have a limited marketing budget and want to ensure you’re deploying it effectively, this is the session for you.
Improve Your Event Marketing Strategies by Leveraging What Already WorksNetSquared Vancouver
Hosted by TechSoup Connect BC on February 9, 2022.
https://events.techsoup.org/e/mcm6tz/
Not every organization is going to have success using the same strategies--which is why we don’t preach that we have the be-all, end-all of event marketing advice. Instead, we will provide you with tactics and guides to improve your current strategies and results, and show you how to determine what is working for your specific donors, your specific event, and your specific organization.
We will answer questions like: What if I don’t have a big email list or social media following? When and how should I use different marketing channels? And the most important question of all...How can I learn what worked and what to put more effort towards when marketing my next event?
Our session is delivered through specific tactics, clear how-tos, and real life examples. You’ll leave with actionable takeaways to implement immediately and examples from other successful organizations to use a blueprint. Get ready to launch yourself into your organization’s event marketing hall of fame!
Learning Outcomes:
Specific tactics to add to your event marketing schedule (plus a schedule outline)
Necessary social post elements to increase reach and conversions (plus a real life example to use as a guide)
What to do if you don’t have a big email list or social media following
How to leverage your event partners, sponsors, and supports to reach a wider audience
How to track your efforts and use data to make smarter marketing decisions
Target Audience:
Fundraising professionals
Charities, non-profits, foundations, etc. (in Canada or the USA)
All levels - intro, mid, experienced
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Shelina Dilgir — Learning the latest trends in individual giving and donor st...NetSquared Vancouver
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Kevin Christopher-George - Quantifying Your Desired Outcomes from Investments...NetSquared Vancouver
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Meaningful Work: Building Resilience and Capacity through Skilled VolunteeringNetSquared Vancouver
Hosted by TechSoup Connect BC on August 2021.
https://events.techsoup.org/e/m6hyry/
Learn about how your nonprofit can achieve digital transformation and utilize skill-based volunteering to drive deeper impact. By the end of the event, you will learn how easy it is to connect with skill-based volunteers that have today's most in-demand skills to achieve some of your biggest goals and how to build new corporate partnerships & funding avenues through corporate volunteers.
Demo Event: Four Innovative Apps for Food Pantries and Food BanksNetSquared Vancouver
TechSoup Public Good App House demo event from July 20, 2021.
https://events.techsoup.org/events/details/techsoup-techsoup-community-events-presents-demo-event-four-innovative-apps-for-food-pantries-and-food-banks/
Food insecurity affects about a quarter of the world's population and more than 80 percent of US food banks are serving more people now than they did a year ago. How can we apply technology towards these challenges?
See four apps addressing food insecurity in action during this Public Good App House event. Explore solutions for volunteer scheduling, distribution, route planning, and managing inventory.
DEMOS
Jersey Cares app by MilkCrate
Learn how MilkCrate and Jersey Cares launched an app in three weeks to help volunteers deliver groceries to seniors during COVID while saving Jersey Cares $40,000 in staff time per year.
P2 from Primarius
Manage your foodbank with P2, a web-based platform with tools to help you efficiently manage your operations. P2 gives you a flexible and integrated solution to extend your capabilities beyond your warehouse.
HelpAction by NonProfit Exchange
HelpAction connects people in critical need with volunteers to provide assistance and free delivery of essential items. Discover how HelpAction addresses emergency food accessibility for the homebound and developed a new way for communities to volunteer.
OptimoRoute
OptimoRoute plans and optimizes hundreds of orders with multiple variables, for multiple drivers at once. Super-efficient routing is then sent to drivers' mobile app where they can navigate, get updates, complete orders, get proof of delivery and have their arrival time communicated to end customers.
Jessica Langston, Director of the Trailblazer Community at Salesforce shares how they motivate Community volunteers, leaders, and meetup organizers to keep engaging with the community, doing their role as organizers, and helping them thrive.
From the CMX Chapters group
https://events.cmxhub.com/events/details/cmx-chapter-ug-programs-presents-motivating-community-leaders-and-organizers/
This is the updated version of the presentation.
Measuring and communicating the impact of your work is essential to not only the funders and generous donors that support your work but also to your employees. But how do you measure the impact of your work beyond the numbers and anecdotal stories? In this online workshop we will review the three areas of organizational measurement: Performance, Capacity and Impact and review requirements that need to be in place to measure the impact of your organization effectively.
PRESENTER: PANY AGHILI
Pany Aghili, is the Founder and Principal Consultant at PossibilitiesUnlimited. With over 20 years of experience in the non-profit sector and 15 years of experience in senior management and executive leadership positions, Pany has diverse knowledge of the workings of organizations and has transformed the organizations she has worked at through collaboration and engagement. PossibilitiesUnlimited offers strategic planning, training, and services aimed at improving organizational health and success.
Instagram @urpossibilities
Twitter @possibilitiesru
http://www.possibilitiesunlimited.ca
Measuring and communicating the impact of your work is essential to not only the funders and generous donors that support your work but also to your employees. But how do you measure the impact of your work beyond the numbers and anecdotal stories? In this online workshop we will review the three areas of organizational measurement: Performance, Capacity and Impact and review requirements that need to be in place to measure the impact of your organization effectively.
PRESENTER: PANY AGHILI
Pany Aghili, is the Founder and Principal Consultant at PossibilitiesUnlimited. With over 20 years of experience in the non-profit sector and 15 years of experience in senior management and executive leadership positions, Pany has diverse knowledge of the workings of organizations and has transformed the organizations she has worked at through collaboration and engagement. PossibilitiesUnlimited offers strategic planning, training, and services aimed at improving organizational health and success.
Instagram @urpossibilities
Twitter @possibilitiesru
http://www.possibilitiesunlimited.ca
From NetSquared Vancouver's September 16 meetup.
Are you avoiding the blank page of writing an article, with no idea what to write, and a hundred other things you end up doing instead?
Do you scroll social media for your organization, wishing you had something better to post today?
Creating content doesn’t have to be a headache, it can be fun and easy if we change our mindset and adapt the hacks outlined in this webinar.
This isn’t just the world of content, it’s the world of relationships, audience building, and stewardship online to drive future donations.
But content takes time, so it gets left behind! Sadly though, without YOU creating content, you’re leaving your donors to see nothing but posts about the WE Charity scandal and the latest Kardashian drama!
So if the answer to online presence is more content, the next question is how the heck do you do it?? Nonprofits are so busy. This event will show you HOW to create way more content and reduce the time you spend creating.
With more content you have the chance to connect, learn, improve, and do it all over again.
PS. This video is for everyone in your organization, not just the marketing manager. We can all get involved in content!
Joel Harrison is the founder of ElevateHub.ca (BC impact news and job listings), a social impact podcaster, and marketing consultant for nonprofits and social enterprises. You can find links to everything at https://joelmharrison.com
Ethnobotany and Ethnopharmacology:
Ethnobotany in herbal drug evaluation,
Impact of Ethnobotany in traditional medicine,
New development in herbals,
Bio-prospecting tools for drug discovery,
Role of Ethnopharmacology in drug evaluation,
Reverse Pharmacology.
Students, digital devices and success - Andreas Schleicher - 27 May 2024..pptxEduSkills OECD
Andreas Schleicher presents at the OECD webinar ‘Digital devices in schools: detrimental distraction or secret to success?’ on 27 May 2024. The presentation was based on findings from PISA 2022 results and the webinar helped launch the PISA in Focus ‘Managing screen time: How to protect and equip students against distraction’ https://www.oecd-ilibrary.org/education/managing-screen-time_7c225af4-en and the OECD Education Policy Perspective ‘Students, digital devices and success’ can be found here - https://oe.cd/il/5yV
Operation “Blue Star” is the only event in the history of Independent India where the state went into war with its own people. Even after about 40 years it is not clear if it was culmination of states anger over people of the region, a political game of power or start of dictatorial chapter in the democratic setup.
The people of Punjab felt alienated from main stream due to denial of their just demands during a long democratic struggle since independence. As it happen all over the word, it led to militant struggle with great loss of lives of military, police and civilian personnel. Killing of Indira Gandhi and massacre of innocent Sikhs in Delhi and other India cities was also associated with this movement.
How to Split Bills in the Odoo 17 POS ModuleCeline George
Bills have a main role in point of sale procedure. It will help to track sales, handling payments and giving receipts to customers. Bill splitting also has an important role in POS. For example, If some friends come together for dinner and if they want to divide the bill then it is possible by POS bill splitting. This slide will show how to split bills in odoo 17 POS.
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
Unit 8 - Information and Communication Technology (Paper I).pdfThiyagu K
This slides describes the basic concepts of ICT, basics of Email, Emerging Technology and Digital Initiatives in Education. This presentations aligns with the UGC Paper I syllabus.
Synthetic Fiber Construction in lab .pptxPavel ( NSTU)
Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
The Art Pastor's Guide to Sabbath | Steve ThomasonSteve Thomason
What is the purpose of the Sabbath Law in the Torah. It is interesting to compare how the context of the law shifts from Exodus to Deuteronomy. Who gets to rest, and why?
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
This presentation provides a briefing on how to upload submissions and documents in Google Classroom. It was prepared as part of an orientation for new Sainik School in-service teacher trainees. As a training officer, my goal is to ensure that you are comfortable and proficient with this essential tool for managing assignments and fostering student engagement.
3. WHO AM I?
Joined non-profit world in 2007.
Database analyst for a database of 1M constituents
and several million gifts.
Joined Method Works in 2010.
Personally worked with 50 clients in RE, EE, FE,
BBNC, OCC, Luminate, and/or Sphere.
Speaker at Blackbaud Conference for Non-Profits
2011, 2012, and 2013
Blackbaud Certified in The Raiser’s Edge.
One of the first 5 “civilians” certified at the
Professional Level.
Involved in discovery process for Blackbaud’s
“Bluebird.”
4. WHAT IS METHOD WORKS?
Fundraising systems consultants
Specialize in Blackbaud suite of products.
HQ is Calgary. Consultants in Vancouver and
Toronto as well.
70 years of combined experience in The Raiser’s
Edge.
Total geeks.
5. OUTLINE
CRA Policy
What should be on your
receipt?
What should you know about
electronic receipting?
What can be included on a
consolidated receipt?
Receipting in RE
Differences between OneTime Receipts and
Consolidated Receipts.
Setting up records for
consolidated receipting.
Reissuing and reprinting, in
compliance with CRA.
6. CRA POLICY IS FUN!
When you're in Raiser's Edge training but would
rather be dancing
Source: FundraiserGrrl
8. DISCLAIMER
I am not a lawyer.
Anything presented herein is based on my work in
the charitable industry, discussing issues with CRA,
and discussions with lawyers, and believed to be
correct and complete within that framework.
If you are unsure, ALWAYS ask CRA first.
10. ENSURE THAT YOU KNOW
There is a lot of content involved in tax receipting.
We are only covering what we need to know for
RE.
What is a gift? Who is a qualified donee? What
are the recommendations for appraisals?
Receipting for non-qualified investments. Etc. etc.
etc.
11. FIRST AND MOST IMPORTANTLY
YOU DO NOT HAVE TO ISSUE A TAX RECEIPT
Does a registered charity have to issue official donation receipts for gifts it receives?
No. Receipting carries with it a certain administrative burden, and receipted donations increase
a registered charity's spending obligation. Therefore, registered charities may choose to issue
receipts according to certain criteria, or they may choose not to issue receipts at all.
Some registered charities set minimum donation thresholds for receipting. Others do not provide
receipts during certain fundraising events.
Remember that donors cannot claim a charitable tax credit or deduction unless they are issued
an official donation receipt. Therefore, registered charities are strongly advised to make potential
donors aware of any circumstances in which a receipt will not be issued.
Source: http://www.cra-arc.gc.ca/chrts-gvng/chrts/prtng/rcpts/rqss-eng.html
12. WHEN SHOULD I RECEIPT?
You want to receipt so that your donors can claim
the amount on their taxes.
CRA recommends by February 28 of the following
year.
13. WHAT NEEDS TO BE ON A RECEIPT
Name and address
(Canada) of organization
Charity registration #
Place where receipt was
issued
Date receipt was issued
Name and website of CRA
“Official Donation Receipt
For Income Tax Purposes”
Receipt Number
Full name of donor,
including middle initial*
Address of donor
Amount of gift*
Date when gift was
received*
Description and amount of
advantage
Amount eligible for receipt
Signature of authorized
person
14. *ASTERISK
Date when gift was received
MAIL vs. ONLINE
Full name of donor, including middle initial
Legislation says middle initial
Amount of gift
Gifts in kind
16. GIFTS IN KIND
CANNOT be consolidated. You must give ONE
receipt PER item.
Date received (not simply year)
Description of the property
Name and address of appraiser (if appraised)
Fair market value*
17. GIFTS… WITH BENEFITS
Raiser’s Edge calls them Benefits. In CRA-land,
we call it “advantage amount.”
Raiser’s Edge DOES NOT consolidate these well.
Any time the donor receives something of value
Fair market value must be determined on the
advantage
Meals, Green Fees, Complimentary Items
18. CONTROLS
Serial receipts
Raiser’s Edge does this with receipt stacks.
Important accounting control
Signatures
A receipt cannot be issued without an authorized
signature
Can be electronic. Recommend another control.
19. ELECTRONIC RECEIPTING
You can receipt electronically and email a receipt.
Protect the receipt as best as possible
Using a secure system such as The Raiser’s Edge to
generate
Copies retained, stored on non-erasable media
Encrypted and signed with a digital signature*
CPS-014
20. SPECIAL RULE: QUEBEC
If you are issuing to a resident in Quebec, issue a
second receipt with the same serial number.
Numéro
Un
Numéro
Deux
21. RE-ISSUING A RECEIPT
Must still have all required information
Include serial number of original (or, previous)
receipt
Statement that it cancels and replaces original
(or, previous) receipt
“Cancelled” on receipt on record.
22. STORING RECORDS
Must be kept for a minimum of two years from the
end of the calendar year in which the donations
were made.
Can be electronic!
Readable, accessible
Anything sent electronically (e-receipts) should be
stored electronically
Same retention rules
Non-erasable media, stored offsite is recommended
28. RECEIPT STACKS
Some charities do new receipt stacks per year
Some never change receipt stacks
Some have different receipt stacks for different
gifts.
Configuration -> Tables
31. MAIL TABS
Filters, Attributes, Ind. Address, Org. Address,
and Format are similar in other Mail Functions
Gift Types can be used to restrict Gifts in Kind
eReceipts can be used to send email receipts
through The Raiser’s Edge
32. MAIL MERGES IN RE
Simple Mail Merge
One Word template for all
receipts in that parameter file.
Best for Consolidated
receipts.
Any dynamic content to be
handled by IF-THEN-ELSE
Conditions can be on multiple
fields
Conditional Mail Merge
Multiple Word templates
based on different data.
Does not work well for
Consolidated in most cases
Need a template for each
value, or need to build a
catch-all
RE Condition only works on
one field
33. MAIL MERGES
Note: In order to send to the Word Merge Wizard, you must have a
gift that is receiptable .
34. IF-THEN-ELSE
Examples:
Special messaging
If values do not exist
{ IF Fund_description_1 =
"ANNUAL" "Thank you for
giving to our Annual Fund"
"Thank you for your
generous gift" }
37. WHEN CAN YOU CONSOLIDATE?
Cash Donations can be consolidated by year.
One-Time Receipts must be issued for Gifts in Kind.
One-Time Receipts should also be issued for gifts with
advantage amounts due to how Raiser’s Edge works.
http://www.cra-arc.gc.ca/chrts-gvng/chrts/prtng/rcpts/whn-eng.html
38. RECEIPT TYPES
One Receipt Per Gift
Multiple receipts
Individual Gift Amounts
Campaign, Appeal, Fund
Benefit Information
Consolidated Receipts
One Receipt per Run
One gift total, calculated by
The Raiser’s Edge
No gift-specific information
40. RECEIPTING STEPS
If you don’t receipt throughout the year and you
want to issue all receipts:
1. Deal with your GIKs and Benefit receipts first
2. Perform Consolidated Receipts
41. THE PROBLEM
The fundamental issue:
Raiser’s Edge will consolidate all receipts based on
parameters if the constituent is set to “Consolidated
Receipts”
Raiser’s Edge will receipt one receipt per gift if the
constituent is set to “One Receipt Per Gift”
GLOBAL CHANGES
42. YEARLY PROCEDURE
1. Set up your parameter file
2. Run one receipt per GIK/Benefit gifts
1. Global changes, query of changed records
2. Receipt
3. Revert Records
3. Consolidate Cash Gifts
1. Global Changes, query of changed records
2. Receipt
3. Revert Records
43. SET UP PARAMETER FILE(S)
Mail: Receipt
One parameter file will work for BOTH One
Receipt Per Gift and Consolidated
Any gift-specific fields will not be sent in the
Conditional; Think about how you lay out your
content.
No specific Gift Date. Use the Year.
44. GIKS AND BENEFITS
We need to run our GIKs and Gifts with Benefits
separately
All constituents should be marked as “One
Receipt Per Gift”
This might mean a global change.
45. GLOBAL CHANGE
Admin
Global Change
Constituent
Replace “Consolidated”
with “One Receipt Per
Gift”
Create Query of Changed
Records
46. RUN RECEIPTS
Now we can run our receipts
Once we are done, we revert:
Global Change using the Query we created when we
ran the first time.
Run the opposite: Change “One Receipt Per Gift” to
“Consolidated Receipts”
47. YEARLY PROCEDURE
1. Set up your parameter file
2. Run one receipt per GIK/Benefit gifts
1. Global changes, query of changed records
2. Receipt
3. Revert Records
3. Consolidate Cash Gifts
1. Global Changes, query of changed records
2. Receipt
3. Revert Records
48. LATHER, RINSE, REPEAT
Change all One Receipt Per Gift to Consolidated
Run our receipts
Revert as needed
49. ALTERNATE PROCEDURE
If you are more comfortable with Import, you can
use Import to perform the same functions.
Exporting all constituent Import IDs and Receipt
Types provides you with a backup.
50. NOTES
Always test first. Do not “Mark Receipted” on first
run – verify that you are getting what you expect.
Ensure that you are only receipting for one year.
Gift Date will not come through, so you will need
to add the year into the receipt file (ideally in the
parameter template)
If you only receipt once per year, it’s probably
best to leave constituents as “Consolidated” and
not worry about reverting.
52. TWO WAYS TO REPRINT
Using Mail
You need to create separate
parameter files for both
reissue and reprint
Functionality issues with
multiple receipt stacks
Can reprint large numbers of
receipts at once.
On the Gift Record
You can use the normal
receipt parameter files
You can add specific notes on
the reprint
Can only reprint one receipt
at a time, and does not work
well for consolidated.
54. REPRINTING IN MAIL
Exactly the same as creating a receipt parameter
file.
Easiest procedure is to copy/paste receipt merge
from Word.
Note: Word copy/paste does NOT transfer
margins and other page options.
56. VOIDING RECEIPT NUMBERS
We recommend an additional process for listing
Voided receipts.
Advantages:
Easy to query/provide to auditors
Can set to pull into any receipt parameter file
Consider attributes or notes
57. RECEIPTING IN THE RAISER’S EDGE
Review how to receipt in The Raiser’s Edge
Performing Consolidated Receipts
Reprinting/Reissuing Receipts
59. REVIEW
CRA Policy
What should be on your
receipt?
What should you know about
electronic receipting?
What can be included on a
consolidated receipt?
Receipting in RE
Differences between OneTime Receipts and
Consolidated Receipts.
Setting up records for
consolidated receipting.
Reissuing and reprinting, in
compliance with CRA.
60. RESOURCES FOR CRA
Canada Revenue Agency
www.cra.gc.ca/charities
Mark Blumbergs’ Receipting Kit
http://www.globalphilanthropy.ca
61. VERSIONS
Screenshots are from:
Windows 7 Professional
The Raiser’s Edge 7 (Mostly 7.92 Patch 2)
Microsoft Office 2013 64-Bit*
*Note: 64-bit Office is not supported by Blackbaud
62. CONTACT US
Kirk Schmidt
Director of Professional Services
800.278.4892 x705
403.971.9905
kirks@methodworksconsulting.com
www.methodworksconsulting.com
Editor's Notes
Quick intro to who I am:-Officially entered the sector when I worked for the Canadian Cancer Society AB/NWT as the database analyst.-After almost 3 years, went into consulting. I have extensive experience with the Blackbaud suite of products, and a little bit of experience with non-BB.-I speak at the Blackbaud Conference. The last two years has been as moderator for the Raiser’s Edge Geek Panel.-I have been assisting Blackbaud beta test their new certification program. I have taken the Associate and Professional exams, being one of the first 5 non-Blackbaud people to get Professional Certification. As it stands, there are still less than 20 non-Blackbaud people certified at this level. I am expected to take the Master exam in the next month or two.-I have a standing meeting with Blackbaud every month to help with discovery of Bluebird.
We are going to start with the boring, but incredibly important stuff. After a little break, we will then resume with specifics in The Raiser’s Edge. Some of you might not have RE, but if you feel like staying, while the content will be designed for RE, it may still be useful to you.
We are only going to cover a small cross-section of what you should know for CRA compliance. I recommend that you go to the resources I list to read more if you don’t know. And, if you are unsure: ASK
First and foremost – YOU DO NOT HAVE TO ISSUE A TAX RECEIPT. I’m not going to read the piece here, but this is straight from CRA.You are under no legal requirement to issue a receipt. Receipts are a service that the charity provides to its donors.
This is the basic list. The full list is available on CRA’s website.You will notice I have some asterisks beside a few of these. We will come back to these in a moment.[Go through each]
Date when gift was received:-This is pretty simple with online gifts.-Mail is a little bit tougher. A lot of charities will use the date it was put in the mail at end of year, and actual receipt date the rest of the time.Middle Initial:Officially the legislation says you need to include the middle initial. We have asked CRA this many times with different clients, and always get the answer from their people that, effectively, “nobody does it and it’s not going to land you in trouble if you do not.” I do not represent CRA nor am I capable of making this interpretation, so always be diligent on your own.Amount of Gift:-Gifts in kind are not cash and require their own procedure.
You can issue one receipt for multiple cash gifts
If the fair market value is expected to be more than $1,000, we strongly recommend that the property be professionally appraised by a third party (that is, someone who is not associated with either the donor or the charity).http://www.cra-arc.gc.ca/chrts-gvng/chrts/prtng/rcpts/dtrmnfmv-eng.htmlhttp://www.cra-arc.gc.ca/chrts-gvng/chrts/prtng/rcpts/dmdfmv-eng.html
The functionality I am going to show you is “Canadianized”If you look in your sample database, you may not have receipt stacks or other fun things. You can download a “Canadianizer”