Multiple donors but single payment

Daniel Blucher · June 2019

Hello,

I would like to know what is best practice when a single cheque is received from a group of donors. All donors want to be receipted separately.

e.g. 3 donors give $50 each. We receive a cheque for $150 from one of the donors who gives us details of the other two donors & asks that we receipt as 3 donations.

Is the best solution to create 3 x $50 gift records, one for each donor, with matching information ie cheque details and a reference explaining that these donations were made with a single payment? Or should a single gift record of $150 be added with soft credits to the donors - given this would not allow separate receipts?

Issues:

Can/should separate receipts be produced for each donor or should a single receipt be produced for the cheque account holder & acknowledgements sent to other donors?

Would auditors be ok with payment being split across three records?

Thanks

Daniel

John Heizer · June 2019

In the United States (from your spelling of "cheque" I'm assuming you aren't) the person who writes the check is the only donor to get legal tax credit for the donation. We would gladly thank the other donors, but would not issue a tax receipt to anyone but the check writer.

Daniel Blucher · June 2019

Hi John, thank you for your answer and yes I am in Australia

Catherine Burns 2 · July 2019

In NZ I would split it across the records but include the cheque number, the same on each, and add notes to explain what and why I had done it. To be safe I would also scan the accompanying paper work and add it to the records as well so it is readily available should this be one of the random transactions that an auditor checks.

Multiple donors but single payment

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