Note: For Processors only.
Tax receipts are issued differently based on the payment method used for the donation. Tax receipts also vary per country.
For all credit card donations, Philanthropy Cloud automatically sends donation confirmation emails with tax receipts as PDF attachments.
For cash, check, and stock pledges, Philanthropy Cloud sends pledge confirmation emails. Processors follow up with payment information and issue tax receipts when the pledged donations are fulfilled.
For payroll pledges, donors can use the appropriate pay stubs as their tax receipts, since charitable deductions are indicated on their pay stubs.
You can create and preview the email messages. You can also send sample emails as required.
Important: Processors cannot process donations until the Stripe account is connected (see Stripe Connect) and the tax receipt emails for credit card donations are configured.
Important: Configuring payroll deduction, stock pledge, cash pledge, and check pledge confirmation emails is optional. However, if these emails are not configured, their corresponding donation options are not available to customers, even if the payment methods are enabled.
Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.
To configure a tax receipt or a pledge confirmation email:
Navigate to Receipts and Confirmation Emails.
Select the appropriate tax receipt or pledge confirmation email to configure: Tax Receipt, Payroll Deduction, Stock Pledge, Cash Pledge, or Check Pledge.
Enable the payment method as required.
In the Logo section, drop an image file in the appropriate area or select Browse to select a file.
The optimal size for an image is 70px high by 150px wide. File formats supported are .jpg, .gif, .svg, and .png. The maximum file size is 5MB. Philanthropy Cloud automatically scales and pads your image.
To use the same logo for a pledge confirmation email as the one on the Tax Receipt, select Use Tax Receipt Logo.
In the Body Content section, enter the appropriate content as plain text only.
Use this section to say thank you, provide information about how you will follow up to collect the pledge, or share other marketing content.
In the Contact Information section, enter contact information in plain text only.
Use this section to provide contact information in case a donor has a question about their gift, or other concerns.
Preview a summarized view of the content in the Preview section.
To send a sample tax receipt, select Send sample receipt email.
To send a sample pledge confirmation email, select Send sample confirmation email. Enter an Email Address and select Send. A confirmation email is sent to the addressee.