Canadian Donation Receipts

As a Canadian Organization we understand the importance for you to be able to easily generate donation receipts for your contributions. As long as your country is set to Canada in the Account Settings you can easily use customizable templates we have provided for you. 

Requirements for Receipts for cash gifts must have the following

What information must be on an official donation receipt from a registered charity?

Source: Government of Canada

  1. a statement that it is an official receipt for income tax purposes
  2. the name and address of the charity as on file with the Canada Revenue Agency (CRA)
  3. a unique serial number
  4. the registration number issued by the CRA
    • Further definition (source: Government of Canada)
      Charitable registration No.
    • The registration number 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.
  5. the location where the receipt was issued (city, town, municipality)
  6. the date or year the gift was received
  7. the date the receipt was issued
  8. the full name, including middle initial, and address of the donor
  9. the amount of the gift
  10. the amount and description of any advantage received by the donor
  11. the eligible amount of the gift
  12. the signature of an individual authorized by the charity to acknowledge gifts
  13. the name and website address of the CRA

Here is an example of an edited statement referencing the requirements list above:

Image_2020-12-17_at_1.35.10_PM.jpg

1 The Unique Serial Number [unique_id] mail merge pulls from the giving start date, end date and Breeze ID. (YYMM)(YYMM)(Breeze ID). For example a statement from Jan 2020 - December 2020 for the Breeze ID of 65559384, it would look like this: 2001201265559384. The year is relative to search parameters. 

 

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 that 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, Church Address 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 different templates breeze provides: 

Non Cash (Canada Revenue Agency) Template      Standard (Canada Revenue Agency) Template
Kitchen Sink (Canada Revenue Agency) Template Window Envelope (Canada Revenue Agency) Template Double Window Envelope (Canada Revenue Agency) Template With Cover Letter (Canada Revenue Agency) Template
Non-Cash Receipt (Canada Revenue Agency) Template
This can be used for Non Cash Donations. 
Image_2020-11-13_at_10.38.42_AM.png

 

To Save a New Statement Template

Once you have modified your statement to be exactly as you would like it to be, let's be sure to save our template so we can easily access it in the future (and ensure we don't loose 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

Saved templates will be accessible by all users with permission to access the customize statements section. For more information on custom templates, continue using the statements window and refer to Email Templates (as the functionality is similar in both locations).

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 that you would like 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

If you hit the Blue "Save" without selecting "Replace Template" the next time you choose this template it will revert to the original template that was saved without your changes. 

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

Additional Information 

If you are looking for additional statement resources you may find these helpful: 

 

 

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Comments

2 comments
  • The use of a mail merge function after the fact seems not quite robust.  My understanding is that the CRA wants the receipt number unalterably trackable to the donation in the system of record.

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  • Thanks for the post. 

    The receipt "unique_id" obtainable in the mail merge function provides the date range of reported contributions and unique person id. This information along with the receipt date gives verification of what was recorded in and reported out of the system at the time of receipt. 

    Saving one file containing all statements in pdf format (done easily through the statement print function) will then allow for a static and recoverable duplicate of issued statements. 

    0