How Automated Tax Receipting Can Save Time for Charitable Organizations
November 27, 2024
This article was written by Prabhjot Gadri, a Salesforce Consultant here at Belmar, and Raisa Rashid, Director at Pllenty.
For registered charities in Canada, official donation tax receipts are more than just a courtesy — they're a powerful way to incentivize donations. But there’s a catch: generating CRA-compliant tax receipts can be a time-consuming administrative burden, especially for organizations already stretched thin.
That’s where Salesforce and Pllenty come in. Pllenty, a CRA-compliant tax receipt tool, works seamlessly with Salesforce to help registered charities streamline the process of generating official tax receipts, reducing admin burdens and saving valuable time.
Why Tax Receipts Matter
Tax receipts aren’t mandatory by registered charitable organization, but they let donors claim charitable tax credits or deductions, which can make giving even more rewarding. Some charities don’t offer them or only give them for larger donations because creating the receipts can take up a lot of time. This can leave donors feeling unappreciated and less likely to come back.
How Salesforce and Pllenty Simplify CRA-Compliant Tax Receipting
Customizable MS Word Templates with Merge Fields
With Pllenty, you can easily create tax receipts using MS Word. The templates let you add images, signatures, and personalized messages, like the donor's name or greeting. These templates are fully CRA-compliant, so they meet all the necessary requirements while also reflecting your charity’s unique voice and style.
Save Time with Automated Tax Receipting
Using Salesforce and Pllenty, you can automate the tax receipt process and save a lot of time. The system can automatically generate receipts or let you create them in bulk with just a click. This makes it easy for your team to handle a large volume of receipts without extra admin work. Contact Belmar for expert support with your fundraising NPSP or NPC configuration, and reach out to Pllenty for streamlined implementation of your automated tax receipt process.
Automatic Tax Receipt Generation with Online Donation Forms
Pllenty offers custom online donation forms that work with a secure, PCI-compliant payment gateway. Donors can make contributions safely, and once the donation is processed, it automatically enters Salesforce. If the donor is eligible, they will immediately receive an emailed tax receipt based on their donation type.
Generate Tax Receipts in Bulk
Pllenty’s Salesforce integration allows fundraising teams to easily generate bulk tax receipts. With just a click, you can create and send tax receipts via email or generate PDFs based on the donor’s preferences. During year-end, consolidated tax receipts for recurring donors can also be batch-generated in Salesforce, making the process even easier.
Easily Void and Reissue Tax Receipts
Sometimes donors may need a tax receipt voided or reissued. With Pllenty’s solution in Salesforce, users can easily void or reissue tax receipts based on the donor's needs. If a refund is required, the donation can be refunded directly in Salesforce through Pllenty’s payment gateway, streamlining the entire process.
Data-Driven Decision Making
With Salesforce integration, Pllenty streamlines your donation and tax receipting process. Salesforce’s reporting tools give you valuable insights into donations, helping you track campaign performance, spot trends, and understand donor behavior. This allows you to make smarter decisions and improve your outreach, communications, and future campaigns for more impact.
Your Mission Matters
We understand the work your organization does is incredibly valuable and essential — from supporting communities to advancing important causes. But we also know that dealing with tax receipts can feel overwhelming. The good news? There are trusted, certified, and CRA-compliant tools and partners, like Pllenty, that can take this burden off your shoulders. With the right solution in place, you can focus on what truly matters — advancing your mission and making a difference.
About Belmar
Belmar Consulting is an award-winning Salesforce implementation partner, who works with various organizations and enables them to succeed in their digital transformation journey. We combine our intimate knowledge of the public sector and the nonprofit industry with Salesforce to create and implement innovative solutions for our clients. Belmar’s dedication to delivering successful client projects means our clients are more effective in their role to fulfill their organizational missions.
