Raiser’s Edge Therapy: Year-End Tax Receipts

It’s that time of year again – time to issue those year-end tax receipts. Join us as we go over some best practices and some useful tips and tricks in The Raiser’s Edge, while making sure that your tax receipts are compliant with the Canada Revenue Agency guidelines.

Speaker: Kirk Schmidt, Director of Professional Services with Method Works Consulting

Speaker Bio:As senior technical consultant with Method Works, Kirk has worked with some of the largest charities in the country with implementation, training, and support of The Raiser’s Edge and other Blackbaud products. He is a regular speaker at the Blackbaud Conferences for Non-Profits, and has served as moderator for one of the most well-attended sessions at the conference for the past two years. Kirk is certified in Blackbaud’s bCRE Raiser’s Edge Certification program, and was one of the first 5 non-Blackbaud employees certified at the second (Professional) level. Kirk brings his depth of knowledge of the software, along with his experience with receipting under Canada Revenue guidelines, to help you make the most out of receipting in The Raiser’s Edge.

Links:

• http://www.methodworksconsulting.com – Method Works Consulting

• http://www.blackbaud.com – Blackbaud Inc.

• http://www.blackbaud.com/nonprofit-training/certification/raisers-edge - Blackbaud Certification

• http://bbcon.blackbaud.com – Blackbaud Conference for Non-Profits

• http://www.cra.gc.ca/charities - Canada Revenue Agency

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  • brianwdowling

    Good meeting and thanks Kirk for your presentation. If anyone else is interested in learning more or discussing Blackbaud products, there is a Vancouver meetup group you may be interested in joining.

    http://www.meetup.com/BCBlackbaudUsers/

    1 · January 24, 2014

    • NetSquared

      The group is awesome!

      January 27, 2014

    • NetSquared

      If you're a Blackbaud user this group is invaluable!

      January 27, 2014

  • Tracey A.

    first intro to Raiser's Edge - it was really good to learn more about the receipting function. I will implement a few changes after what we learned regardless.

    January 21, 2014

  • Lisa W.

    excellent info: thanks for the CRA review as well as RE information. Very worthwhile, and the afternoon time was good for my schedule. Thanks!

    January 21, 2014

  • Kirk S.

    As requested, I checked on what we tend to use for displaying Org Name in cases where there are contacts involved.

    Key Indicator, as mentioned as well in the session, works.

    The other way we do this is: { IF Organization_Name = "" "{ MERGEFIELD Addressee}" "{ MERGEFIELD Organization_Name}"

    Basically "Organization Name" is created from the Relationship on the Contact, so if there is no org name, there is no contact, and therefore use the addressee. If there is a contact, addressee will be for the contact, so use the Org Name.

    3 · January 21, 2014

  • Tamara W.

    Thanks for sharing you experience, Kirk. Excellent review of CRA requirements for all tax receipts. I appreciate the concise directions on how to use RE mail>receipting feature which is sadly lacks functionality beyond consolidating receipts.

    1 · January 20, 2014

    • Kirk S.

      Thanks for coming and representing the BC Blackbaud User Group. It's great to have two different audiences be able to discuss the fun world of Blackbaud :)

      1 · January 21, 2014

  • Elijah van der G.

    18 attendees

    January 20, 2014

  • vanessa G.

    Is this meant to give you knowledge for personal taxes or for businesses?

    January 7, 2014

    • Chad

      This is geared for non profits to optimize their use of Raiser's Edge - especially in preparing year-end tax reciepts.

      1 · January 7, 2014

  • Elijah van der G.

    How to give this event twitter love:

    PRESENTER
    @kirkschmidt
    @methodworks

    GROUP
    @Net2van

    HOST
    @elijah
    @chadleaman
    @StevieVu1

    VENUE
    @ubc_le

    NETSQUARED GLOBAL
    #net2
    @NetSquared

    Please add any other twitter handles and hashtags for this event that I've missed!

    December 6, 2013

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