Donation receipts in Canada

Requirements in Canada

It is not a legal requirement for your organisation to provide donation receipts in Canada, but you may be 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, saving you the hassle! 

Donation receipts are required to show:

• Full name (including middle initial) and address of the donor
• the day and year on which the charity received the donation
• the donation amount
• the eligible amount of gift (most donations are cash donations with no ‘advantage’ given, so the donation amount and eligible amount of gift will be the same 
• the serial number of the receipt
• date of issue
• a statement saying that it is an ‘official donation receipt for income tax purposes’
• the charity’s BN (Business Number) i.e: 123456789 RR 0001 
• name and address of the charity as recorded with the Canada Revenue Agency (CRA)
• the city or province where the receipt was issued
• the signature of an individual authorized by the charity to acknowledge donations
• the name and website address of the Canada Revenue Agency: canada.ca/charities-giving.

For more information on charitable donations and your obligations, visit the Government of Canada website.

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 organisation name as registered with the CRA
5. Enter the address of the charity as on file with the CRA
6. Enter your Registered Charity Number (for example: 111888222 RR 0001)
7. Enter your authorised person’s name
8. Enter their title, i.e: Chairperson or Treasurer
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 https://admin.hivepass.app/members and select the relevant member
2. Open the Financial Transactions tab in their profile
3. Select Resend Donation Receipt
4. Confirm