Communities using SeeMyLegacy have the flexibility to manage how tax receipts are issued for contributions. Each Campaign includes a setting that allows administrators to choose whether or not participants will receive a tax receipt after making a contribution. This option can be adjusted for each Campaign individually, giving you full control over which initiatives qualify for automatic tax acknowledgments. This setting helps ensure clarity and compliance while maintaining a smooth experience for your donors.
Campaign-Level Tax Receipt Control
When setting up or editing a Campaign, you’ll see an option labeled “Participant Tax Receipt” in the Campaign Settings. This toggle allows you to control tax receipt delivery on a campaign-by-campaign basis:
- Yes – Participants will automatically receive a tax receipt via email after completing their contribution.
- No – 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.
What Donors Receive
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.
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:
- Go to your Activity Log
- Locate the donation
- Click View All Under the Documents section
- Select the receipt titled “Donor Acknowledgement Letter”
- 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, Sponsorship + Fundraiser, and Other
- 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.