We know how important it is to be able to manage your donations and issue tax receipts. If you need to issue one receipt for multiple donations, you can generate and issue cumulative receipts and ensure compliance with your jurisdiction's tax requirements.
Our Donations tools allow you to track donors, log donations, and manage tax receipts quickly and easily. When you use this tool, you can stay organized and better address donor management.
About Manual Cumulative Donation Receipts
For donations made using Keela, tax receipts are generated automatically when you receive a donation online. This receipt is emailed to your donor and logged in your contact database.
Sometimes, however, you will log donations manually for donors who contribute using cash or cheque and some of those donors may additionally ask for cumulative donation receipts.
A cumulative donation receipt is a charitable tax receipt issued for more than one monetary donation made in a calendar year. It may include some or all of the donations made during that time.
With our cumulative receipt tool, you can create and issue receipts to your donors with only a few clicks.
Manual Cumulative Donation Receipt Features
When creating a cumulative donation receipt, there are a few things to keep in mind:
a) Cumulative receipts can only be issued on manually recorded donations that do not have an existing issued receipt. Learn more about logging a donation.
b) Donations must be monetary; cumulative receipts cannot be issued on in-kind or securities donations.
c) Donations need to be from the same calendar year. Cumulative donation receipts cannot span more than one year.
d) Donors must have an address recorded in their contact profile within Keela.
e) Cumulative receipts should only be issued on donations of the same currency.
Generate a Cumulative Donation Tax Receipt
You can generate a donation tax receipt for an individual quickly and easily.
If you are new to Keela or have recently imported donation data, you may not have issued tax receipts yet for your donations. Want to learn how to import donations? Check out our article on Importing your Historical Donations.
Open a Contact Profile
From "Contacts" in your left sidebar of Keela, select a contact from your contact list or a pinned contact and open up their profile. Click on the "Donations" tab under the Contacts title bar.
Generate a Cumulative Receipt
To manually generate a cumulative receipt, select the donations you want from that contact.
Click the "Edit Selected" button that appears next to the + Donation button and select "Create cumulative receipt".
Click "Confirm" to create a cumulative receipt.
This will generate a cumulative receipt and offer different options to save the file.
You can choose to save the file to your computer, upload a copy to Google Drive, or send the receipt by email.