Gift receipts

Karani can produce a receipt for any gift, either as an email or as a PDF.

Setting up your receipt

Do this once, before you send any. Go to Settings → Gift Receipt, or karani.co/account/gift-receipt-settings.

karani.co/account/gift-receipt-settings

Your logo and standard wording appear on every receipt.

• Logo — upload your organisation’s logo. It appears at the top of every receipt.
• Custom text — the standard wording that appears on every receipt. This is where any tax or acknowledgement language your organisation requires goes.

Tax wording is your responsibility

Karani doesn’t supply legally compliant tax-receipt language, because the requirements differ by country and by organisation. Get the wording from whoever handles your organisation’s finances and paste it into the custom text field.

Sending a receipt

1. Open the gift — from the Gifts panel on the contact profile, or from the Gifts Report.

   karani.co/gifts/5284228

   

   The gift page, with the receipt actions.

2. Choose Email receipt to send it to the donor, or PDF to download it for printing or attaching yourself.

Emailed receipts go to the contact’s first email address. If they don’t have one, use the PDF.

Receipts and thank-yous

A receipt is a document, not an interaction. Sending one doesn’t clear the donor from Unthanked Donors.

If you treat the receipt as your thank you, log a Thank You interaction as well — see Thanking donors.

Year-end statements

For a summary of everything a donor gave over a year, rather than a receipt per gift, use the donor portal’s giving statements. Donors can also pull their own statement from the portal at any time, which removes a lot of January email.