Company (Outlet) Preferences >> Donations Tab (Reference)

Company Preferences >> Donations Tab
Company Preferences >> Donations Tab

The Donations Tab is where you set default values for a number of donation management features, including the patron's program recognition name, charitable number (required in Canada), typical number of donation tax receipts per gift, etc.

Donation Program Recognition Name   Top

This determines the default Program Recognition Name for each donation. Having a default value when a donation is entered saves time. You can override the default value by entering a specific Publication Name on the Patron Donor Tab. While normally blank, this special patron name field is useful for foundations, government grants, etc. You can also always override the default value on each donation (e.g. for anonymous, in memoriam, in honor of, and similar such gifts).

Last Name, First Name

If selected, the name of the donor will appear on the program derived based on Last Name, First Name (if the publication name is not entered in the patron record).


First Name, Last Name

If selected, the name of the donor will appear on the program derived based on First Name, Last Name (if the publication name is not entered in the patron record).


Formal Name

If selected, the name of the donor will appear on the program derived based on Formal Name in the patron record (if the publication name is not entered in the patron record).


Misc Donation Information   Top

Next Contact Date

The default number of months to set for the next contact with a donor. This value can be changed per donation to override the default.


Donation Tax Receipts   Top

If you are going to enable online tax receipting, you should enter a signature and make sure there is a company report logo as well.

Signature for Tax Receipts

This is a facsimile signature to print at the bottom of a tax receipt. The space allotted on tax tax receipts has an aspect ratio of 3.75" wide and 0.75" high. Some notes about image sizing:

  • Any image that is not this size will be scaled up/down to match this ratio.
  • Reports will maintain the aspect ratio of any picture you put in.
  • For best results, use a .png image with a transparent background that is the size above (or has the same aspect ratio).

Revenue Canada has some strict rules regarding facsimile signatures (not the same as electronic signatures) for tax receipts that Canadian users should review before proceeding.


Charitable Number

The organization's government-issued charitable organization number.


Government Web Site

Revenue Canada requires that all tax tax receipts have their specific donation related website on every tax receipt. If you enter the website here, it will print on your tax receipts. If you leave it blank, you will need to preprint the website on you charitable receipt forms.

There is an IRS website as well, but to our knowledge it is not a mandatory element for charitable receipts.


Number of Copies

The number of copies of the donation receipt to print. This is typically 3 in Canada.


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Last Tax Receipt Number

This indicates the last-used tax receipt number. The next printed receipt will take on the first number greater than this. You can change this number forward, or backward. You will receive a popup message to alert you that skipping receipt numbers is not recommended.

Typically, this starts at 0 and is never changed.

Receipt numbers cannot be reused. If Theatre Manager discovers a receipt number that is used for a donation or was previously used and is now unprinted, it will skip to the next available receipt number automatically. This means printing, un-printing, and then re-printing a receipt will always result in a NEW receipt number, even if you roll back the last receipt number.


Starting Address Height

The space to leave between the top of the receipt and the address.


3 Per 8.5 X 11 Letter Page

Prints three tax receipts per 8.5" X 11" page.


4 Per 8.5 X 14 Legal Page

Prints four tax receipts per 8.5" X 14" page.


Comment or Issuing Location

The general message on the receipt for every donation.