Overview: How to create Non-Tax Deductible Funds that will not, by default, show up on an End of the Year Giving Statement.
Often times a church may want to collect funds in their Breeze account that are Non-Tax Deductible, meaning that it went toward a camp registration, or an event, or anything else that is not considered a "donation".
When instances like this occur, a church can set up a fund (or several funds) that are designated as "non-tax deductible" so that the contributions will not show up on an End-Of-Year Giving Statement.
Note: Individual contributions cannot be designated Tax Deductible or Non-Tax Deductible - it must come from the Fund that they are assigned to.
To designate a fund as Non-Tax Deductible, follow these steps:
- Navigate to Giving
- Select "Funds" from the left-side column
- Either choose to edit (click the pencil icon) an existing fund or choose "Add Fund"
- Uncheck the box that says "This Fund is Tax Deductible"
Non-Tax Deductible Funds can show up in end-of-year giving statements if you choose the mail merge option in the statement customization area of "Non Tax Deductible"
