Unlike one-time donations, recurring gifts do not automatically receive an e-tax receipt. Instead, the raisin system can be set to issue a consolidated annual receipt for organizations processing recurring gifts through the Donations modules. This is a free service, and part of your raisin subscription. Receipts across campaigns are reported in Analytics and exported to your CRM.
Opt-in process
We know that some organizations prefer to receipt on their own, so in January we reach out and give you the option for us to issue annual receipts to your recurring donors.
Once we've received your confirmation to issue your annual receipts, then we'll let you know the date the receipts will be issued - typically in late-January or early-February. We will not issue receipts unless we hear from you and receive your consent.
In 2025, receipts for eligible donors who gave in 2026 will be issued on January 28, 2026. Receipts will be available for reissue until May 30, 2026 (end of tax season).
You may opt-in for receipt generation until January 26, 2026 at 5:00 PM ET by completing this form.
Receipt delivery
When sent, recurring donors will receive the event “Tax Receipt for Recurring Donors (Issued Annually)” Message Template with your branded PDF e-tax receipt attached containing their Name, Address, Cumulative Donation Amount, and with Donation Date set as the year they contributed.
The attached receipt will use the event-selected template and inherit the year in which all donations were made as the Gift Date. Here's a sample:
Data & reporting
All receipt information will also be associated to the original recurring gifts in reports, and will be re-exported with the receipt information.
Reporting on recurring donors
Looking for all of your recurring donations in a given time period? Our Analytics platform features a pre-built "Recurring Donors Report" that lists all recurring donors in your account. Date, Frequency and Fund filters are readily available, alongside all other Filters and segmentation options.
To access the Report:
- Head to Analytics in your account
- Choose Reports in the top menu
- Select the Recurring Donors Report
Reporting on tax receipts
Similarly, tax receipts information can be retrieved in Analytics across a number of reports and dimensions. For simple reporting on receipt, transaction and donor information, we recommend the Transactions Report.
By default, this Report does not include Tax Receipt Number, but it's quick to add using Personalization.
- In Analytics, go to Reports
- Select the Transactions Report
- Select the three dots (⋮) in the bottom right corner to activate Personalization features
- Click the table and select "Edit"
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The Chart Builder will open
- From the Data panel on the left-hand side, drag Tax Receipt fields into the Column Shelf