GIVING & RECEIPTS

Generosity in the front, compliance in the back

Cards, bank debits, Apple Pay, text-to-give, and Sunday's counted cash — every gift lands on the person's record, in the right fund, behind a receipt that satisfies the CRA or the IRS. Because a donation receipt is a legal document, not a mail merge.

2

Receipt regimes: CRA & 501(c)(3)

Gap-free

Sequential receipt serials

100%

Gifts stored in exact cents

Forever

Receipts reproducible

CORE CAPABILITIES

Built for the treasurer, loved by the donor

Receipts that survive an audit — in both countries

Canadian charities get CRA official donation receipts: the mandatory field set, the charity's BN, strictly sequential gap-tracked serial numbers, and split-receipting that deducts the advantage from the eligible amount. US churches get 501(c)(3) statements with $250 acknowledgments and quid-pro-quo disclosure. Every receipt is an immutable snapshot, reproducible forever.

  • Sequential serials per legal entity per tax year — voids keep their number
  • Split-receipting: eligible amount = gift minus advantage, printed
  • Refund after receipt? The receipt voids and reissues with an audit trail
Official donation receipt — 2026-000481
Gift — gala ticket$250.00
Advantage (dinner FMV)-$85.00
Eligible amount$165.00
Serial sequenceGap-free · 2026

Charity legal name, BN, and donor address snapshotted at issue.

Recurring giving that never double-charges

Donors set weekly, biweekly, or monthly schedules against a chosen fund, pause and resume themselves, and see their next charge date. Failed charges retry on a dunning schedule with notifications; expiring cards get a nudge. Every charge is recorded before it is attempted, with an idempotency key — so a retried job can never post a gift twice.

  • Donor-managed schedules with pause, resume, and end dates
  • Donor-covers-fees grosses up so the fund receives the intent
  • Exactly-once posting, even when networks misbehave
Recurring schedule — Chen household
$200 / biweekly → GeneralActive
Next chargeFri, Jul 17
Covers feesYes · +$5.32
Card expiringReminder queued

Sunday's cash counted, committed, reconciled

Open a batch with the counters' names and the expected total, enter cheques and cash with donor lookup and fund splits, watch the running total converge, then commit — all gifts post atomically and the batch locks. Reopening takes elevated permission and leaves an audit entry. The committed total is the deposit slip.

  • Running total vs expected while you count
  • Anonymous cash counts in funds without a donor record
  • Reopen requires permission and is always audit-logged
Batch — Sunday 9 AM, main campus
Cheques × 14$2,340.00
Cash$612.25
Expected total$2,952.25
StatusCommitted · locked
MORE IN THIS MODULE

The rest of the giving toolkit

Text-to-Give

A keyword and an amount by SMS charges the donor's saved method — or replies with a secure link to add one.

Kiosk Mode

A locked-down tablet at the welcome desk takes card and tap gifts without exposing the admin.

Pledges & Campaigns

Building drives with goals, per-donor pledge progress, and campaign thermometers that tell the truth.

Funds & Designations

Gifts split across funds, each flagged deductible or not, with GL codes for your bookkeeper.

Payment Security

Cards tokenize in the browser via Stripe — raw card numbers never touch our servers.

Donor Portal

Members manage methods and schedules, see history, and download last year's receipt without calling the office.

FAQ

Common questions

A CRA official donation receipt must carry a mandatory field set: the phrase "Official donation receipt for income tax purposes," the charity's legal name, address, and BN, a unique sequential serial number, the gift date, the issue date and place, the donor's name and address, the eligible amount, and the CRA's name and website. SundayHQ generates all of it, tracks the serial sequence per legal entity per tax year, and keeps every issued receipt reproducible.

When a donor receives an advantage — say a gala dinner — the eligible amount is the gift minus the fair market value of that advantage, and the advantage prints on the receipt. If the advantage exceeds CRA thresholds, the gift is flagged non-receiptable rather than receipted incorrectly.

501(c)(3) contribution statements: written acknowledgment for single gifts of $250 or more, quid-pro-quo disclosure for payments over $75 with goods or services returned, the "no goods or services were provided" language where it applies, and annual statements per donor.

Yes. A campus can carry its own registration number and its own independent receipt serial sequence, or roll up under the org's charity — the receipting engine keys the sequence off the correct legal entity.

Anonymous cash is recorded in the right fund and counts in totals, but is never receipted — the system won't fabricate a tax document.

Issue a receipt in the demo

Take a test gift, watch it land in a fund, and issue a compliant receipt with a real serial number — the whole loop takes about two minutes.