Fundraise Smarter

Stay Protected: What the IRS Expects You to Tell Your Donors

Posted by James Gilmer on Apr 18, 2016 10:00:00 AM

There are some things in life that are super important but also, well...a little boring.



The DMV.

Not exactly sexy stuff. But the consequences of overlooking them are pretty severe.

That’s why I’m so grateful that there are people out there like the good folks at Harbor Compliance who are absurdly dedicated to helping nonprofits take care of the (let’s face it) boring yet OMG-you-better-not-forget-to-do-this kind of tasks that come with running a nonprofit.

Things like donation receipts and charitable solicitation disclosures.

Today on the blog, we’re joined by James Gilmer from Harbor Compliance who is going to tell us exactly what you need to include in your email solicitations and receipt emails to stay on the right side of the law.

Everyone say “Hi James!”

Alright James, take it away!


Donations, grants, and public support are all indicators that the community appreciates your charity's work. No matter the type of nonprofit you run, one of the easiest ways to show #donorlove is through a simple thank you note. As a matter of compliance, you may be required to provide additional forms of acknowledgement to your donors, both before and after you receive a gift.

Let’s start with charitable solicitation disclosures, which happen at the point of solicitation.

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Topics: donor stewardship, nonprofit compliance, IRS

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