Edit the tax exemption notice that appears on your donors’ receipts.

If your organization is a registered 501(c), you can include a tax exemption notice in every donation receipt. This notice informs donors that their donation may be tax-deductible. RallyUp provides a default message for your convenience, but you can update this message anytime:

Before You Begin

• Only certain donations can be claimed as tax-deductible. For example, any donation that includes a benefit (such as Raffle entries, Event tickets, etc.) cannot be claimed as tax-deductible. We recommend using careful wording in your tax exemption notice, such as, “Your donation may be tax-deductible. Check with your tax professional for more details,” as this shifts the responsibility to the donor.

Customize the Tax Notice

1. Go to Settings in the left menu and select Profile:

2. Scroll down to Customize the tax-exempt statement for donor receipts:

3. Edit the text in the text box.
4. Select Save.