It’s that time of year again – time to issue those year-end tax receipts. We recently hosted Kirk Schmidt, Director of Professional Services with Method Works Consulting. He went over some tax receipting best practices and offered some useful tips and tricks on how to do consolidated tax receipting using Blackbaud’s The Raiser’s Edge.

VIDEO 1: Canada Revenue Agency Charitable Tax Receipting Guidelines

VIDEO 2: Consolidated Tax Receipting in The Raiser’s Edge

SLIDES

Your kids will never write a cheque, and in a few short years neither will the majority of your donor base. While it used to be acceptable to collect money “any way possible” online, the data is telling us that donors want a donation experience that is easy to follow, on brand and connects the donor with the cause. How we accomplish these things without compromising security, CRA compliance and more is not always straightforward. This session will cover the basics of:

Compliance and Law with respect to donation processing and the CRA The 101’s of payment processing terms, security and must knows How you can get the most out of your online donation experience

PRESENTER: JEFF GOLBY
Jeff has worked in one form or another of credit card based donation processing for Charity for around eight years on the charity side, for profit side and back again now on the charity side. Currently he works for Chimp Foundation an online tool that allows you to manage and amplify your charitable giving. His role there is to create a space where law, charity, money and trust come together in a way that inspires and motivates people to give.