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Excellent product but my learning curve is quite steep. I am not familiar with a lot of things younger users are familiar with. Leads to a lot of fumbling around, but the on-line service chats were very helpful.
2016-03-10
At first I did have problems figuring out how to use it. I don't see a "copy/paste" button and wish there was one. Overall, as I start to use it more and more I am liking it.
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2017-03-20
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2018-12-27
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2019-11-14
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Ease of use, functionality, and security features. I like the automatic lock out for the encryption and I enjoy the accuracy in identifying areas that need to be filled out.
That I cannot move folders within folders under the encrypted area. I would like to be able to drag folders into other folders. I would also like to merge more than 5 documents at a time.
2017-11-14
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2023-12-11
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2021-03-05
They were super helpful to me when I…
They were super helpful to me when I accidentally subscribed. They voided the transaction and were understanding. I really appreciate this because there are too many other automatic subscriptions that would not have been as forgiving.
2020-05-04
Finish Table in Donation Receipt Feature
The Finish Table serves as a key component in the Donation Receipt feature, helping you organize and finalize all aspects of your contribution records efficiently. This tool streamlines the donation process, ensuring clarity and accuracy.
Key Features
User-friendly interface for simple navigation
Automatic calculation of total donations
Customizable fields to meet specific organizational needs
Comprehensive reporting options for tracking funds
Secure data storage to protect sensitive information
Potential Use Cases and Benefits
Ideal for nonprofits managing donor information
Supports fundraising campaigns by providing clear donation records
Enhances transparency with detailed reporting for stakeholders
Simplifies receipt generation for tax purposes
Facilitates efficient communication with donors through personalized receipts
By using the Finish Table, you can solve the problem of disorganized donation records. This tool helps you ensure that all donor contributions are accurately recorded and easily accessible, reducing manual errors and saving you time. Ultimately, it empowers you to maintain strong relationships with your donors while streamlining your donation management process.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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Do you need a receipt for charitable donations under $250?
For cash donations under $250, you'll need either a bank record (like a canceled check or bank statement) or a written acknowledgment from the charity, which includes the date and amount of your contribution.
How do you write a donation disclaimer?
Include a statement that no goods or services were provided by the organization in exchange for the contribution, if that was the case. If any goods or services were provided by the organization in exchange for the contribution, include a description and good faith estimate of the value of those goods or services.
What should a donation receipt say?
Here are basic donation receipt requirements in the U.S.: Name of the organization that received the donation. A statement that the nonprofit is a public charity recognized as tax-exempt by the IRS under Section 501(c)(3) Name of the donor.
What are the IRS guidelines for donations?
Your deduction for charitable contributions generally can't be more than 60% of your AGI, but in some cases 20%, 30%, or 50% limits may apply. Table 1 gives examples of contributions you can and can't deduct.
How much can I donate without getting audited?
Under $250: A cash donation under $250 to a qualified charitable organization (not any small business) is one of the few charitable donations without receipt that's allowable by the IRS.
What are the IRS rules on donation receipts?
The written acknowledgment required to substantiate a charitable contribution of $250 or more must contain the following information: name of the organization; amount of cash contribution; description (but not value) of non-cash contribution;
Does IRS require receipts for donations?
For contributions of cash, check, or other monetary gift (regardless of amount), you must maintain a record of the contribution: a bank record or a written communication from the qualified organization containing the name of the organization, the amount, and the date of the contribution.
What is the format for a donation receipt?
The receipt format for donation requirements is as follows: Donor Information: The name, address, and phone number of the donor. Date of Donation: The date on which you donated. Description of the Donation: A description of the type of donation (monetary or non-monetary)
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