Hello DONATION advisers. This post is only for those of you in the U.S.A.
I was talking to a potential new user today who said that U.S. charities are required to send an official individual acknowledgement of donations of $300 or more. Can any of you explain that further please, if you know about it? Would our receipts (for instance at year end) showing the details of each individual donation not be sufficient to satisfy this requirement?
I said that with the full Standalone version, they could do a mail-merge letter for such donations. However, with the Lite version (which she was starting with) it’s more of a problem, if they don’t want to create such letters manually.
I did say that one option was to create a year-to-date official receipt prior to entering that larger donation, then another receipt right after entering it. Obviously that’s a bit awkward.
Any other thoughts on this issue and ways to handle it? Many thanks.