MakeWay Foundation

Find Receipt Template Values for Merging

This procedure outlines how to find receipt template values (such as logo and signature) to merge in to thank you letter/receipt and display.

Go to Receipt Settings>Receipt Template Content
Click View to see the setting
Scroll down to the bottom of the page
To add a new logo and signatures images, first go to Static Resources under Setup and save it there

Thank you letter/Receipt Setting

These four templates are where the merge fields can be found. They are can be used to clone a new template.

If there is no value, it’s blank. This setting is applicable to all templates. The only fields with different values are under the ACCOMPANYING LETTER section, where the thank you message would and the Accompanying Letter Logo and Accompanying Letter Sender Name. See below.

RECEIPT TITLE & LOGO

Receipt Title:

If this is tax receipt template:

OFFICIAL RECEIPT FOR INCOME TAX PURPOSES REÇU OFFICIEL POUR FIN DIMPÔT

If this is an acknowledgement receipt

FOR ACKNOWLEDGMENT PURPOSES ONLY À TITRE INFORMATIF SEULEMENT

Receipt Subtitle:

Thank you for your generous contribution
Merci de votre générosité

Receipt Logo:

tideslogoblackreceipt

Receipt Sender Name:

Signing Officer / Signataire autorisé
Ross McMillan
President and CEO

Receipt Sender Signature:

Tides_receipt_signor

Replacement Note:

This receipt voids and replaces receipt :

Place of Issue:

400-163 Hastings St W Vancouver, BC V6B 1H5
Tel (604) 647-6611 Fax (604) 647-6612
www.tidescanada.org

Left Footer (Original Receipt):

Right Footer (Original Receipt):

For information on all registered charities in Canada under the Income Tax Act please contact Canada Revenue Agency: www.cra.gc.ca/charities Pour obtenir des renseignements sur tous les organismes de bienfaisance enregistrés au Canada en vertu de la Loi l'impôt sur le revenu, veuillez communiquer avec l'Agence du revenu du Canada : www.arc.gc.ca/bienfaisance

Left Footer (Duplicate Receipt):

Right Footer ( Duplicate Receipt):

For information on all registered charities in Canada under the Income Tax Act please contact Canada Revenue Agency: www.cra.gc.ca/charities Pour obtenir des renseignements sur tous les organismes de bienfaisance enregistrés au Canada en vertu de la Loi l'impôt sur le revenu, veuillez communiquer avec l'Agence du revenu du Canada : www.arc.gc.ca/bienfaisance

ACCOMPANYING THANK YOU LETTER

Accompany Letter:

This would be whatever the thank you letter message is.
It starts with "Dear [[CONTACT_FIRST_NAME]]," and ends with "Sincerely,"

Accompanying Letter Logo:

tideslogoblackreceipt

TCF TEMPLATES

STA

Accompanying Letter Sender Name:

For the Standard Template use:

Ross McMillan
President & CEO

For TCF_Tegan_and_Sara_Foundation_Fund and TCF_Tegan_and_Sara_Foundation_Fund_ack use:

Accompanying Letter Sender Name: Kristen Plumberg

Accompanying Letter Sender Signature:

For the Standard Template use:

Ross_signature

For TCF_Tegan_and_Sara_Foundation_Fund and TCF_Tegan_and_Sara_Foundation_Fund_ack use:The Tegan and Sara Foundation

KristenPlumbergSignatur

TCI TEMPLATES

Accompanying Letter Sender Name:

Allison Andrachuk
Director, Shared Platform / [email protected]

Accompanying Letter Sender Signature:

AllisonAndrachuck

FIELD INFORMATION

FIELD LABELS

Label 'Amount': Amount Received/Montant Reçu:

Label 'Benefit Value': Advantage/L'avantage:

Label 'Tax Deductible Amount': Eligible amount/Montant admissible:

Label ‘Receipt Number’: Receipt/Reçu:

Label ‘Receipt Date’: Issue date/Date d'émission:

Label ‘Donation Date’: Date of Gift/Date du don:

Label ‘Donor’:

Label ‘Donor_Address’:

Label ‘Description’: Comment:

Label ‘Campaign’: Campaign :

Label ‘Place of Issue’: Place of Issue :

Label ‘Appraiser Details’: Appraiser Details :

DATE & CURRENCY SETTINGS

Date Format: MMM dd, yyyy

Currency Format: $###,##0.00