We have just recently held an elevated event with a non deductible amount of $250. When we are generating our tax receipts, this non deductible amount is not coming off the value of the tax receipt.
Any ideas as to why this is not coming off the value of the tax receipt? A step we have missed somewhere?
Michele,
I process most of the acknowledgment letters for annual contributions and event contributions here at Kansas City Ballet. I honestly have not seen Tess “do the math” for me regarding Goods and Services/Non-Deductible Portions. ¾ of the page is a thank you letter, then the bottom portion is the tax receipt. We list the contribution amount and the date received. Then we include a line that states “Cost of Goods and Services: $xxx” or the “Non-Tax Deductible Portion of your contribution is $xxx.” Then we have a merge field which populates the portion to be taken out.
We have also sent an insert along with the thank you letter stating the levels of Goods and Services – we only do this when there are multiple contribution levels with differing Non-Deductible portions.
I hope this helps. If you receive a response with a different solution, please share.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance and Creativity
500 W. Pershing Road, Kansas City, MO 64108
816-931-2232 x 1382 | 816-931-1172 (fax)
Buy tickets and enroll for classes: www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michele Keutsch Sent: Tuesday, October 04, 2011 11:12 AM To: Marie Kocher Subject: [Tessitura Development Forum] Tax receipt not deducting Non Ded Amt
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We process all contributions that have deductible and non-deductible portions into separate funds, put the acknowledgment on the deductible portion, and use the custom1 field to hold the total payment, so our receipt says something to the effect of “thank you for your gift of <custom_1>, of which <recd_amt> is deductible.”
Lucie
Florida Grand Opera
The Special Events Receipt Listing in Labels and Letters has the deductible/nondeductible information, but in order to have the report run correctly you have to set up the Levels tab in your Elevated Events campaign setup and assign the appropriate Level to each participant. Remember that while the patron address information does not appear in the screen report for Special Events Receipt Listing, if you export it to Excel it will have that data.
As with all things Tessy, there are a bunch of steps to set it up, but it’s definitely worth doing and you can “reuse” the Levels in subsequent years. The Elevated Events documentation spells it all out.
_______________
Julie P. Hamre
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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10% off Strathmore performance tickets, advance
ticket purchase, discounts in the Shops at
Strathmore and in Tea Room, and access to special events.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler Sent: Tuesday, October 04, 2011 1:32 PM To: Julie Hamre Subject: RE: [Tessitura Development Forum] Tax receipt not deducting Non Ded Amt