As a Canadian Organization, we understand the importance of you being able to generate donation receipts for your contributions quickly. As long as your country is set to Canada in the Account Settings, you can easily use our customizable templates to be compliant with CRA requirements.
Requirements for Receipts for cash gifts must have the following
What information must be on an official donation receipt from a registered charity?
- a statement that it is an official receipt for income tax purposes
- the name and address of the charity as on file with the Canada Revenue Agency (CRA)
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a unique serial number
- Further definition (Source: Government of Canada)
- Receipt No. XXX Each receipt must have its own unique serial number.1
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the registration number issued by the CRA
- Further definition (Source: Government of Canada)
Charitable Registration No. - The registration number is assigned by the Canada Revenue Agency (CRA). Only registered charities and RCAAAs are issued a charitable registration number. Other qualified donees do not need one to issue official donation receipts.
- Further definition (Source: Government of Canada)
- the location where the receipt was issued (city, town, municipality)
- the date or year the gift was received
- the date the receipt was issued
- the full name, including the middle initial, and address of the donor
- the amount of the gift
- the amount and description of any advantage received by the donor
- the eligible amount of the gift
- the signature of an individual authorized by the charity to acknowledge gifts
- the name and website address of the CRA
Here is an example of an edited statement referencing the requirements listed above:
Breeze Provided Donation Receipt Templates
You can easily access different statement templates that align with the above Canada Revenue Agency requirements when Creating Statements by:
- Navigate to the Modify Statement Editor
- Click the "..." (three dots) in the top gray bar to open the second row of customization tools.
- Click on "Templates" > scroll down and select a template you would like to use/modify.
You will need to enter your church's specific information for the placeholders of Location Issued, Charitable Registration Number, and Church Address in each template
You can use one of our templates by navigating to the statements editor and clicking "Templates" in the toolbar. Click on the options below to view the different templates breeze provides:
This can be used for Non-Cash Donations.
Standard (Canada Revenue Agency) Template
This is a simpler template providing everything you need to comply with the Canada Revenue Agency and an itemized list of donations received.
The Kitchen Sink (Canada Revenue Agency) Template
This provides everything you need to comply with the Canada Revenue Agency, an itemized list of donations received a Fund Summary of the Donations, a List of Non-eligible Donations, and a Summary of Non-eligible Donations. If you have pledges set up at your organization, you may also want to include the Pledge Summary mail merge option in this template. You can certainly remove any options you do not want to include.
This template option allows you to easily use window envelopes to mail your donation receipts out, placing the address correctly when folded.
To get instructions on how to easily make this template comply with the Canada Revenue Agency formatting, watch the video below:
If you want to use a template you already created and have it fit window envelopes, we recommend using tables to put the address correctly. To do so:
- In the statement editor, hover over the table icon in the toolbar and create a table 2 wide x 1 high
- Using your mouse, grab and stretch the table out to span the width of the statement
- Add the name and address mail merge options in the right table cell
- Put the cursor in the left cell and navigate to "Table > Cell > Cell Properties." Give it a width (you could start with 150) and click "Ok." This will adjust how wide a space you have to the left of your address. Tweak this number until it matches your envelope windows.
This template option can allow you to uniquely set up receipts to be folded and fit a double window envelope to mail your receipts out.
To get instructions on how to easily make this template comply with the Canada Revenue Agency formatting, watch the video below:
To get instructions on how to easily make this template comply with the Canada Revenue Agency formatting, watch the video below:
To Save a New Statement Template
Once you have modified your statement to exactly what you would like, let's save our template so we can easily access it in the future (and ensure we don't lose it)!
- Navigate to the Modify Statement Editor
- Click the "..." (three dots) in the top gray bar to open the second row of customization tools.
- Click on "Templates" > scroll down and select "Save As New Template" > Name the template.
- Click the blue "Save" button.
To Modify a Statement Template
- Navigate to the Modify Statement Editor
- Click the "..." (three dots) in the top gray bar to open the second row of customization tools.
- Click on "Templates" > scroll down and select a template you want to modify.
- Make your changes
- Select "Templates" and scroll down to "Replace Template" > Choose the template you are working on and click "Ok" in the pop-up.
- Then click the blue "Save" button.
To Delete a Statement Template
- Navigate to the Modify Statement Editor
- Click the "..." (three dots) in the top gray bar to open the second row of customization tools.
- Click on "Templates" > scroll down to "Delete Template" > Choose the template you would like to delete and click "Ok" in the pop-up.
- Then click the blue "Save" button.