Gift types, IRS statements and credits
Updated
Two things on Create a receipt change what a receipt is and what it costs: the Type of Gift choice, and the IRS Acknowledgment Statement.
| What | Use it for | Needs sign-in | Cost |
|---|---|---|---|
| Cash Donation | A gift of money | No | Free tier, or 1 credit |
| Non-cash gift (donated item) | A donated item | Yes | 2 credits |
| IRS Option B (Goods or services were provided in exchange for this contribution.) | The donor got something back | Yes | 2 credits |
A non-cash receipt that also uses Option B is still 2 credits. The costs are not added together.
Cash Donation
This is the default. It covers a gift of money, including a check, ACH, Zelle or other bank transfer: record it as a cash donation and, if you like, note how it arrived in Designation (Optional). If you are not signed in, it is the only type you can choose, and it uses the free daily receipt when that is available. See Free tier.
To process a lot of gifts, the Bulk page is faster than one receipt at a time. See Bulk receipts.
Non-cash gift
For a donated item rather than money. You describe the item. The receipt prints the description and no value. See Non-cash receipts.
Option B: goods or services were provided
For a gift where the donor received something in return, such as a dinner ticket. It is not a separate gift type. You keep Cash Donation and choose the second IRS Acknowledgment Statement, then enter the value of what the donor received and a description of it. See Option B receipts.
The third statement
The third IRS Acknowledgment Statement says that no goods or services were provided other than intangible religious benefits. The IRS limits intangible religious benefits to those provided by an organization organized exclusively for religious purposes, so use it only if that describes you. See What an IRS written acknowledgment must contain. It costs the same as any other receipt of its type.
Why some choices are missing or greyed out
If you are not signed in, Non-cash gift (donated item) is disabled and labelled (Credits Required). The Option B statement isn't shown at all, and the page says "Sign in to enable the goods/services acknowledgment (requires credits)." Sign in and buy credits, or use a pass.
If you are signed in but have no credits and no pass, you get a message that you need credits for this receipt type. The free daily receipt only covers a 1-credit cash receipt.
Credits at a glance
- A cash receipt: 1 credit.
- A non-cash receipt or an Option B receipt: 2 credits each.
- With an active pass, these are covered. The form shows Covered by your unlimited pass.
Prices and passes are in Credits and passes. For the IRS rules behind these choices, see What an IRS written acknowledgment must contain, Option B and the quid pro quo rules and IRS rules for non-cash gifts.
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