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A (possibly) crazy tax receipt idea...

Meaghan Metke
$organization

Hello friends!

I was working with one of our developers today, and he floated an interesting idea for Tax Receipts. What if instead of issuing/creating a tax receipt for every gift, we assigned any constituent who donated a qualifying gift a single tax receipt number for the year? Every time they make a donation or pledge payment we would email an acknowledgement of the gift. That acknowledgement could even include a full list of donations to date for the current calendar year. In January, you’d issue the official tax receipt (either via email or hard copy) which would provide a nice summary of all gifts and pledge payments, broken out by campaign and fund.

This kind of turns the current workflow on its head, but it removes the need to link voided receipts to new ones all year as adjustments are made. It also does away with the complication of issued tax receipts becoming stale by the end of the year.

What do you all think? Am I missing anything that would prevent this from working?

Thanks!
Meaghan

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  • 0 $organization
    Hello everyone
     
    Ultimately… there should be 2 different receipting types… One-time gifts and multiple-gifts. 
    The distinction will drive what type of receipting occurs.  This is the best-case scenario. 
    One time type gifts will drive a tax receipt record to create the tax receipt.  Multiple gift type should create a record for the purposes of consolidation at a specific time.
     
    Voiding receipts will always be occurring for different reasons.  The acknowledgement of a tax receipt has been regenerated to replace an original is a robust feature which I am completely behind implementing.
     
    Those are my thoughts,
    Demitrios
     
     
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  • 0 $organization
    Hello everyone
     
    Ultimately… there should be 2 different receipting types… One-time gifts and multiple-gifts. 
    The distinction will drive what type of receipting occurs.  This is the best-case scenario. 
    One time type gifts will drive a tax receipt record to create the tax receipt.  Multiple gift type should create a record for the purposes of consolidation at a specific time.
     
    Voiding receipts will always be occurring for different reasons.  The acknowledgement of a tax receipt has been regenerated to replace an original is a robust feature which I am completely behind implementing.
     
    Those are my thoughts,
    Demitrios
     
     
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