Hi -

 My organization is reworking the way we send out our tax receipts for events.  I was wondering if anyone had any suggestions.  We used to send out a tax letter every time we received a donation regarding an event but it was starting to get too messy.  During the course of our events we can receive multiple donations from people paying registration fees, purchasing raffle tickets or the winnings of their silent/live auction items.  People were being mailed to multiple times with in a short period so we decided to wait until the finish of the event to send out one letter with the constituents gift amount and receipt amount.   I am not so sure this is the right way to be doing this especially since RE has been giving me problems with pulling all of the information.  Anyone have any other suggestions?

We send receipts as the money comes in. The important thing is to make sure you have the verbal description of the goods & services (benefits) detailed as well as what the FMV of those items was. We do a bit of overkill on ours and do a listing like this which calculates thei donative portion (Amount less goods & services)

If you were planning on doing this for multiple gifts and benefits, you would need to make sure you had all of the fields filled in properly in the actual gifts

Gift Amount

Receipt Amount

Benefits

Notes on the benefits button in the gift (This si where I write the descriptions)

Are you doing this via a constituent export?