After you save a hand-recorded gift of $250 or more, the Donors page shows a box titled One more step for this gift. The message in it, from the app, is:
Gifts of $250 or more need a written acknowledgment from the charity. Send one from Tax receipts.
Draft for legal review: This article describes how Redswing works in plain language. It is not tax or legal advice and an attorney has not reviewed it yet. Ask your tax advisor or attorney about your own situation.
What this means
Redswing reminds you; it does not send the acknowledgment for you when you record a gift by hand. The reminder shows once, right after you save. It also shows for gifts of exactly $250.
Steps
- Record the gift. See Record a cash or check donation.
- Click Open Tax receipts inside the box, or open Tax receipts in the event sidebar (in the Money group).
- Enter your organization's EIN (Tax ID) and mailing address if you have not, and follow the steps in Sending tax receipts.
- Send or hand the letter to the donor.
Tips
- Add the donor's email when you record the gift so you can reach them.
- If you closed the box, the gift is still in your list marked Entered by hand. Check which gifts are $250 or more on the Donations tab.
- What the letter must say, and what is deductible, is a question for your tax advisor. Redswing does not give tax advice.
Common problems
| What you see | Why | What to do |
|---|---|---|
| No reminder appeared | The gift was under $250 | Nothing to do for this reminder. |
| The donor is not in the letters | The gift has no email, or the letters only include some kinds of money | Ask your advisor, and write the acknowledgment yourself if needed. |
Related
Screenshots show a sample event. Not real data.