Partners, events and nonprofits starter
Donation receipt, Gift Aid or IRS acknowledgment
Thank a donor and give them what the tax authority needs: a Gift Aid declaration (UK) or an IRS acknowledgment (US).
- Opportunity
- Sales Cloud
- Nonprofit Cloud
- Any Salesforce org
1 page, as Docable made it from sample records with the Brindlewick sample brand. The company, people and figures are made up.
- Page 1
A donation receipt on an Opportunity using standard fields only (no Nonprofit objects): the donor, gift date, amount, method and fund, and then by country: in the UK a Gift Aid declaration (or a tick-box declaration to sign, with the 25% we can claim), in the US the written acknowledgment (organization, cash amount or non-cash description, and whether goods or services were given in return, with the deductible amount).
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