{"id":5120,"date":"2023-08-01T12:23:59","date_gmt":"2023-08-01T19:23:59","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=5120"},"modified":"2024-03-05T11:21:38","modified_gmt":"2024-03-05T19:21:38","password":"","slug":"setting-up-automatic-tax-receipting","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/setting-up-automatic-tax-receipting\/","title":{"rendered":"Setting up automatic tax receipts"},"content":{"rendered":"\n<p class=\"has-text-align-center has-pale-cyan-blue-background-color has-background\"><strong>All of ConnectionPoint&#8217;s platforms are set up to allow automatic tax receipts to be delivered once a supporter contributes.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Who qualifies for automatic tax receipts?<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>NOTE: Only non-profit\/charity organizations legally allowed to distribute tax-deductible receipts as dictated by their country of residence may use this feature of our platforms.&nbsp;<\/strong><\/p>\n\n\n\n<p>Is this you? Awesome! Our automatic tax receipt feature will send the necessary paperwork to your contributors, saving your non-profit or charity valuable time.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>Setting up automatic tax receipts<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 1 &#8211; Ensure your tax number is included in your <a href=\"https:\/\/connectionpoint.com\/help\/where-to-find-and-edit-the-organization\/\">organization profile.<\/a><\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color\">Without adding a tax number to your organization profile, the settings for tax receipts won\u2019t appear. If you try, you\u2019ll receive a notification to add it in\u2026 which is handy because it links you to the right setting!<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of the pop-up that appears if you click on the &#039;Receipts&#039; option in your organization menu, but have not yet inputted a tax number. \nIt reads:\nAction required.\nYou need to provide a tax number for (Organization) in order to issue tax receipts. \nButtons: Cancel     Update tax number\" class=\"lazyload\" data-src=\"https:\/\/lh5.googleusercontent.com\/f7c3zX06dOThMOetFbt41J27vx6F4KKZdPrbUGq7flFnSS3Qj6zjXLONj-bwRhF5h9ZhI_b145OzJ-XC04JANIlhjFSAVECK4omAJBrcz0fOWkarDK3gUYHMXNPkRa85g9wfxWsX8Uds33CJPF0nZw\"><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Insert or update your tax number by clicking &#8216;Identity&#8217; and then &#8216;Name &amp; address&#8217; in the organization profile navigation menu.<\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of Organization name and address option, showing a number in the &#039;Tax number&#039; section, required for automatic tax receipts\" class=\"wp-image-5123 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-1024x532.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-1024x532.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-300x156.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-768x399.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-360x187.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-1536x798.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/tax-number-2-2048x1065.png 2048w\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Enter your EIN (USA), CRA number (Canada), or whichever number is required in your region.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 2 &#8211; Click &#8216;Payments&#8217; and then &#8216;Receipt settings&#8217; in the profile navigation menu.<\/strong><\/p>\n\n\n\n<p>Go back to your organization profile, and NOW you can go to the \u2018Receipts\u2019 setting.<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"521\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of Organization payments - Receipt settings menu, a required step for setting up automatic tax receipts\" class=\"wp-image-5128 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-1024x521.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-1024x521.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-300x153.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-768x391.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-360x183.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-1536x782.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/receipt-settings-1-2048x1043.png 2048w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 3 &#8211; Switch &#8216;Tax receipts&#8217; to On.<\/strong><\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of Receipts window. It reads &#039;Tax receipts&#039; and has an on\/off toggle switch. It is toggled to &#039;on&#039; with a blue arrow pointing to it. \" class=\"lazyload\" data-src=\"https:\/\/lh6.googleusercontent.com\/pnyo6b6jlOQdcNBdXRicefMKdxkrtqhy0Ka4B7CJTJBQr1Tqt0yk48XoFEs9rzARvJhM2z42WQ2XFkQRHTf3xVcYbXteE5TGSsXKL9jocABx5Ex0SrE-QFI6zmcKTJK2Rz6LOKZ5bRsVLe_JxC9VAA\"><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We aren\u2019t going to go through every setting; however, we will point out this key option:<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"171\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of one option on the tax receipt settings. It reads &#039;Automatically enable tax receipts for new campaigns&#039; with a blue box containing a white check to the left\" class=\"wp-image-1296 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/AutoReceiptOn-1024x171.jpg\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/AutoReceiptOn-1024x171.jpg 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/AutoReceiptOn-300x50.jpg 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/AutoReceiptOn-768x129.jpg 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/AutoReceiptOn.jpg 1129w\"><\/figure>\n\n\n\n<p>We recommend you select the option to turn on automatic tax receipts for each new campaign automatically. It\u2019s very easy to forget to manually do this each time you have something new going on, and you likely don\u2019t want to have to remember this one tiny step.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 4 &#8211; Choose whether you want to use our default template or customize a template.<\/strong><\/p>\n\n\n\n<p>Our default template contains everything you need and will save you SO MUCH TIME! Customized templates require specific features, must be in ODT format (a tricky bugger), and can\u2019t be too big of a file. So why not save yourself the dreaded headache of trying to format a document for hours and use the one we\u2019ve created for you?<\/p>\n\n\n\n<p>You can view what this will look like by clicking \u2018Preview receipt\u2019 in the upper right corner of the page (either with or without advantage):<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of the tax receipt settings, showing the &#039;Preview receipt&#039; button at the top right (directly left of the save button)\" class=\"lazyload\" data-src=\"https:\/\/lh3.googleusercontent.com\/GvIt9Zg7Ryep63YVpq_68ykUIlsDbMLGOEmOlGyxplJPdf2xGseC7U15tGZkWN9MNuGGUjJkU4e7PqSaujPCG3E4hz5F4xbIZS3iBcYkKf7NJWPsDk7JabSZtCS8qrIBijQTJZzoJPFcNtGfdH3bJw\"><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>*Canadian organizations: <\/strong>You will need to upload a signature from a signing authority of your organization:<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"721\" height=\"457\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of the section in tax receipt settings where you can choose the default template or customize a template. Two tabs say &quot;Default template&quot; and &quot;Custom template.&quot; Default is open, showing where the signature can be uploaded. \nIt has two helper points:\n- provide a signature image (optional)\n- recommended image size is 300x50(h) pixels\nUnder, it has a spot to type in the name of the signing authority. It reads &quot;Signature (text)&quot;\" class=\"wp-image-1297 lazyload\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/Signature.jpg\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/Signature.jpg 721w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/Signature-300x190.jpg 300w\"><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you have trouble cropping your signature, just hit \u2018Skip\u2019 at the bottom. \ud83d\ude42<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>STEP 5 &#8211; SAVE!<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"90\" height=\"66\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Image of the Save button\" class=\"wp-image-1302 lazyload\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2022\/09\/Save.jpg\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color\"><strong>*NEW* Consolidated tax receipts for recurring contributions<\/strong><\/h3>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Rather than your supporters getting an email every time their recurring contribution processes, choose to send just one receipt. <strong>This receipt will be sent in mid-January of the following year.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/connectionpoint.com\/help\/docs\/recurring-contributions-adding-and-modifying\/\">Click here for how to set up recurring contributions.<\/a><\/p>\n\n\n\n<p>In the Receipt settings menu, you&#8217;ll see the new option for sending consolidated receipts: <\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"702\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-6799 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts-1024x702.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts-1024x702.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts-300x206.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts-768x527.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts-360x247.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2024\/03\/consolidated-receipts.png 1499w\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>*Note &#8211; choosing this setting in the organization menu applies to ALL campaigns moving forward. You may also make this choice per campaign in the <a href=\"https:\/\/connectionpoint.com\/help\/docs\/apply-automatic-tax-deductible-receipts-to-a-campaign-organizations-only\/\">campaign receipt settings. <\/a><\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>All of ConnectionPoint&#8217;s platforms are set up to allow automatic tax receipts to be delivered once a supporter contributes. Who qualifies for automatic tax receipts? NOTE: Only non-profit\/charity organizations legally&#8230;<\/p>\n","protected":false},"author":4,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11],"doc_tag":[101,112,94,124],"class_list":{"0":"post-5120","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-general-help","7":"doc_tag-contributions","8":"doc_tag-nonprofit","9":"doc_tag-organization-profile","10":"doc_tag-tax-receipts"},"year_month":"2026-05","word_count":489,"total_views":"2184","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shan","author_nicename":"shan","author_url":"https:\/\/connectionpoint.com\/help\/author\/shan\/"},"doc_category_info":[{"term_name":"Organization General Set-up &amp; Management","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/general-help\/"}],"doc_tag_info":[{"term_name":"contributions","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/contributions\/"},{"term_name":"nonprofit","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/nonprofit\/"},{"term_name":"Organization profile","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/organization-profile\/"},{"term_name":"tax receipts","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/tax-receipts\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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