Edit the tax exemption notice that appears on your donors’ receipts.
If your organization is a registered 501(c), you can include a tax exemption notice in every donation receipt. This notice informs donors that their donation may be tax-deductible. RallyUp provides a default message for your convenience, but you can update this message anytime:
What should I know before customizing my tax receipt?
Only certain donations can be claimed as tax-deductible. For example, any donation that includes a benefit (such as Raffle entries, event tickets, etc.) cannot be claimed as tax-deductible. We recommend using careful wording in your tax exemption notice, such as, “Your donation may be tax-deductible. Check with your tax professional for more details,” as this shifts the responsibility to the donor.
How do I customize the tax exemption notice on donor receipts?
- Go to Organization Settings in the left menu and select Profile:
- Scroll down to Customize the tax-exempt statement for donor receipts:
- Edit the text in the text box.
- Select Save.
Frequently Asked Questions
Can I customize the tax receipt for my nonprofit organization?
Yes, if your organization is a registered 501(c), you can customize the tax exemption notice that appears on donor receipts. RallyUp provides a default message, but you can edit it anytime through your Organization Settings to match your organization’s preferred language and legal requirements.
What donations are tax-deductible on RallyUp?
Not all donations qualify as tax-deductible. Donations that include benefits such as Raffle entries, event tickets, Auction items, or merchandise cannot be claimed as tax-deductible. Pure charitable donations without tangible benefits in return typically qualify, but donors should consult their tax professionals for specific guidance.
What wording should I use for my tax exemption notice?
Use cautious language that places responsibility on the donor to verify tax-deductibility. Recommended wording includes phrases like “Your donation may be tax-deductible” or “Please consult your tax professional to determine eligibility.” This protects your organization while informing donors of potential tax benefits.
Do changes to the tax receipt apply to all Campaigns?
Yes, any customizations you make to the tax exemption notice in your Settings will apply to all donor receipts across all Campaigns under your organization’s account. This ensures consistent messaging for all donors regardless of which Campaign they support.
Can donors still receive receipts if I don’t customize the tax notice?
Yes, RallyUp automatically provides a default tax exemption notice on all donor receipts for 501(c) organizations. Customizing the message is optional, and donors will receive receipts with the standard language if you don’t make changes.