Hello, We are based out of California and recently obtained Qualified donee status (as a university outside of Canada) from the CRA in Canada (enabling us to issue tax recetips to Canadian donors). The requirements are different from the US. Does anyone have any suggestions on handling automated recepting based on the donors address (IRS compliant based on US address and CRA compliant based on Canada address)?
- We currently use RENXT donation forms for acknowledgments and will be turning on the receipting feature recently launched.
- We reviewed the CRA website for the receipt requirements
- Blackbaud is also looking into how solutions they may be offering to clients with our use case.
We have the option to add a note to the current acknowledgments and receipts stating something along the lines of "Canadian donors will received a CRA compliant tax receipt at the begging of the next year" but if possible to automate the process, we prefer that.
I appreciate any guidance.
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Thank You
Ghaith Saggaf
Director - Institutional Advancement - Operations & Services
Zaytuna.edu
2401 Le Conte Ave, Berkeley, CA 94709
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