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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
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The printed version.
Open the template in Excel.
This general donation receipt template in Microsoft Excel spreadsheet format (".xlsx") includes fields for charity / organization name, address, contact information, donor name, several lines of description, an amount field, a handwriting signature field.
According to IRS Publication 1771, Charitable Contributions Substantiation and Disclosure, charitable donations are tax-deductible for the donor and reportable by the nonprofit organization. A donation receipt must include specific information about the value of the donation and what the donor received in return.
First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.
Secondly, the receipt should include the donor's name, this is necessary in order to be legally valid. Although not required, we've placed the "Phone#", "Mobile#" fields on the top of the section outside the printable area. In case you want to include these information on the PDF donation receipt or printed receipt, you can easily move them into the "Donor" section.
Third, it is also required to clearly describe the donation, including the date the donation was made, as well as the amount of the donation.
The receipt must also declare whether the donor received goods in return for the donation.
While not required, this form includes a "Receipt#" field on the top of the form under the "Date" field. If you have used one of our form designs for invoicing, you may know it is just the "Invoice#" field - we just place a new label "Receipt#" before the cell. So all features Invoice Manager for Excel offer for the "Invoice#" field, works for the "Receipt#" field too. For example, the automatic receipt numbering feature, which generates a unique, sequential and unique based on a counter stored in the backend database. You can also retrieve information about an already-saved receipt by type in the receipt number into the "Receipt#" field.
Please also refer to How to Create a Donation Receipt on wikiHow, which explain the key points to note on creating a tax-deductible donation receipt. And visit sample donor substantiation language to get an idea on what to write on donation receipts.
Format and Specification
|Name||Donation Receipt Template for Excel|
|Release Date||Monday, August 22, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|