Project: Donation Receipt Management

Live for the Cause (LFTC) is a Montréal-based charity that supports causes at the local grassroots level, to encourage people to become involved in philanthropy. As their organization grew, they needed a way to manage the generation, storage, and emailing of tax receipts.

Time-intensive, manual receipting.

With donations coming in from multiple payment providers, LFTC relied on payment exports and bank statements to create tax receipts via a word processor template. Receipt generation was time-intensive and prone to errors, but the solutions available were overly complicated and required a high investment of time into set up.

The Solution.

Distilled created a donation management application for automated tax receipt generation and donor/donation tracking - accessible from anywhere, using any device. The application allows for central consolidation of donations through one payment processor and automates the process of provisioning certified tax receipts for donors. A robust audit trail means LFTC meets CRA standards for record-keeping. Emails and receipt templates can also be customized for their different campaigns, such as their 2018 Gala. Donors benefit by having a record of their tax receipts made available online – making tax season easier for everyone involved.