Understanding and Managing Tax Receipts

Tax receipts give your donors an official record of their contributions for tax purposes. With SeeMyLegacy, communities can easily decide, for each campaign, whether participants automatically receive a tax receipt. This makes it simple to keep things clear for donors while staying compliant.


Understanding Tax Receipts

If tax receipts are enabled, donors will receive an automatic email that includes:

  • The donation amount
  • Date of contribution
  • Donor’s name and contact information
  • Your organization’s name, EIN number, and address
  • A thank you message

Receipts are formatted for donor record keeping and you are not able to make any adjustments.

 


 

Managing Tax Receipts

Campaign-Level Tax Receipt Control

When setting up or editing a Campaign, you’ll see an option labeled “Generate Tax Receipt” under Settings. This toggle allows you to control tax receipt delivery on a campaign-by-campaign basis:

  • Toggled On – Participants will automatically receive a tax receipt via email after completing their contribution.
  • Toggled Off – Donors will not receive a tax receipt for their contribution made to that campaign.

This setting is unique to each Campaign and can be adjusted at any time.

⚠️ Note: If you're creating a Volunteer Campaign, this option will not appear, as volunteer campaigns do not include a payment component.

 

 

Resending a Tax Receipt

All tax receipts are permanently stored in the Activity Log under the Documents section of the activity record.

To resend a tax receipt:

  1. Go to your Activity Log
  2. Locate the donation
  3. Click View All Under the Documents section

  1. Select the receipt titled “Donor Acknowledgement Letter”
  2. Manually email it to the donor using the email address they provided at checkout

 

Updating Your Organization’s Tax Info

Please contact the Support Team at support@seemylegacy.com to update your organization’s tax info

 

Important Notes:

  • Tax Receipt Feature only available for Campaign Types: Memorial Program, Sponsorships, Fundraisers and Registration.
  • Only enable tax receipts if your organization and campaign qualify to issue tax-deductible acknowledgments.
    • Note: Contributions to cities and nonprofits are generally tax-deductible if used for public benefit: Read More Here.
  • Donations made offline (e.g., cash or check) can have tax receipt issued when being recorded in SeeMyLegacy.
  • Consider adding a note in your Campaign Description if tax-deductibility is applicable or not.