Donation receipts in New Zealand

Requirements in New Zealand

It is not a legal requirement for your organisation to provide donation receipts in New Zealand, but you may get asked by donors to provide one. Creating these manually takes a lot of time, so any donations made through Hivepass automatically generates a receipt that is emailed to the donor. 

Donation receipts are required to show:

• donor’s full name
• the amount they donated (this will be auto-populated by Hivepass)
• the date they donated (this will be auto-populated by Hivepass)
• a clear statement that it was a donation
• your organisation’s name, Charities Services registration number and IRD number
• your official stamp or logo or letterhead
• The full name, designation, and signature of an authorised person from your organisation
• A receipt number, unique to each receipt (this will be auto-populated by Hivepass)

For more information on charitable donations and your obligations (in NZ), visit Charities.govt.nz

It’s easy to set up in Admin with the following steps; 

1. Go to Settings> Donation Settings

2. Enter copy into the text boxes on the left. These will show before and after a user donates. Keep it short, sweet and persuasive!

   • 2a is the donation blurb that shows when a user navigates to donate via the side menu in the app. • 2b is copy about the organisation that a user will see when they have scanned a QR Code or clicked a link (for example on a sign or in an email) to open the donate.hivepass.app page in a browser.

   • 2c is an expansion of 2b that the user will see if they click 'find out more' below the 2b copy.

   • 2d is the 'transparency' copy that shows when a user clicks on 'where does my donation go?'

   • 2e is the Thank You message a donor sees after donating.

   See the below image examples for each of the above (2a-2e).

3. Toggle on ‘We are a registered charity’
4. Enter the legal name of the organisation
5. Enter your Registered Charity Number (for example: CC54321)
6. Enter your IRD (GST) number
7. Enter your authorised person’s name. For example the Chairperson or Treasurer
8. Enter their title
9. Upload an image of their signature. This can be a photo or a scanned image
10. Upload your organisation / letterhead logo 
11. Toggle on ‘Send Donation Receipt Email’ to ensure that the donor receives a receipt. 
12. Toggle on if you wish a copy of the receipt to be sent to an email address of your organisation. The contact listed here is set in Settings> Hivepass Support Contacts

Resending donation receipts

A donation receipt can be sent to a member at any time.

1. Go to Community> Contacts and select the relevant member
2. Open the Financial Transactions tab in their profile
3. Select Resend Donation Receipt
4. Confirm