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. Select Settings from the left menu, then select Profile:

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

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