We can send out annual receipts for you. For free!
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.
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 2024, receipts for eligible donors who gave in 2023 will be issued on January 31, 2024. Receipts will be available for reissue until May 30, 2024 (end of tax season).
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 re-exported.