The Donation Invoice is a crucial document in the Canadian charitable sector, required whenever a registered charity receives a donation eligible for tax credits. This document must comply with strict Canada Revenue Agency (CRA) guidelines and serves multiple purposes: it acknowledges the receipt of donations, provides donors with necessary documentation for tax purposes, and helps charities maintain accurate records of contributions. The Donation Invoice must include specific elements mandated by the CRA, such as the charity's registration number, donor information, donation details, and appropriate declarations. It's particularly important for both monetary and non-monetary donations, with additional requirements for gifts in kind or situations involving advantage amounts. The document becomes especially critical during tax season and audits, serving as official proof of charitable contributions.
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1. Charitable Organization Information: Legal name of the charity, registration number, address, and contact information as registered with CRA
2. Donor Information: Full legal name and complete address of the donor
3. Receipt Details: Unique receipt number, date of donation, and amount received
4. Donation Description: Details of the donation, whether monetary or gifts in kind
5. Tax Receipt Declaration: Official statement declaring this as an official receipt for income tax purposes
6. Authorization: Signature of authorized person, their name and position within the organization
7. CRA Statement: Required statement about CRA website for verification of registration
1. Gift in Kind Details: Used when the donation is non-monetary, including description and fair market value assessment
2. Advantage Amount: Required when the donor receives some benefit or advantage from the donation
3. Eligible Amount: Used when the advantage amount needs to be subtracted from the total donation to show the eligible amount for tax purposes
4. Specified Gift Declaration: Used for gifts specified by donor to be given to another registered charity
5. Third Party Assessor Information: Required when gifts in kind over $1,000 require professional appraisal
1. Schedule A - Property Description: Detailed description for gifts of property or real estate
2. Schedule B - Appraisal Report: Professional appraisal details for gifts in kind valued over $1,000
3. Schedule C - Terms and Conditions: Any specific conditions or restrictions attached to the donation
4. Appendix 1 - Gift in Kind Photos: Visual documentation of non-monetary donations when applicable
Relevant legal definitions
Clauses
Relevant Industries
Non-profit
Charitable Organizations
Religious Institutions
Healthcare
Education
Social Services
Arts and Culture
Environmental Conservation
Corporate Social Responsibility
Philanthropy
Relevant Teams
Finance
Accounting
Legal
Compliance
Donor Relations
Development
Administration
Tax
Fundraising
Operations
Relevant Roles
Charity Administrator
Financial Controller
Accountant
Tax Specialist
Donation Coordinator
Executive Director
Chief Financial Officer
Fundraising Manager
Compliance Officer
Board Treasurer
Development Director
Finance Manager
Donor Relations Manager
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