Canadian Gift in Kind Receipts

If you aren’t in Canada, this blog isn’t for you! (We do at some point need to look at special Gift in Kind receipts for the U.S.A., but sorry, we’re not there yet.)

Currently Canadian users have an option (in Maintenance -> Receipt Options) whether or not to use a distinct format for Gift in Kind (GIK) receipts. However, the CRA requires a distinct format, with different information and rules (like including on the receipt a description of what the gift actually was, and only including one GIK per receipts).

So we are thinking that Canadian users should be forced to use the distinct GIK receipts, and this should be a change enforced by the next release of DONATION.

The only downside I see to this is for users who weren’t using the distinct receipts, but were using the mail-merge version of the receipts and had customized them with additional wording etc. They would then have to make those same customizations on the mail-merge GIK receipt template. But that seems very doable – you can cut and paste changes from the regular to the GIK receipt template, in the built-in mail merge editor.

For regular receipts you had already created that include Gift in Kind donations, if you ever need to reprint them or correct them etc., you could still do so normally, but using the main Receipt menu options, not the Receipt -> Gift in Kind submenu options. Of course, those receipts would still not be fully adhering to CRA rules. Alternatively, you could delete any GIK donations included in regular receipts, issue a corrected regular receipt excluding those now deleted donations, then re-enter the GIK donations and issue them properly as GIK receipts.

Does anyone see any clear objection to this change – forcing turning on of using distinct GIK receipts for all Canadian users? Since it’s a CRA requirement, I really can’t imagine a justification for that, but I’m open to input. (Of course this would not affect users who never have GIK donations!)

Thank you. As always, you can reply by commenting on the blog, or just emailing us back directly.

3 thoughts on “Canadian Gift in Kind Receipts

  1. Dan: One of the main ‘selling’ points for Donation is that it is maintained current with CRA regulations. Please make this change as soon as possible.
    Thanks

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