If you are a Canadian organization, follow the below steps so that your contribution statements fall in line with Canadian compliance.

To see a walk through of this process check out this video from our initial release of this feature:

Enable Canadian-compliant Contributions

1. Navigate to Settings -> Org Info
2. Click "Update org info"
   
   
   
3. Select Canada as your country.
4. Check the box that appears to "Enable Canadian-compliant Contributions.”
5. Click "update"

Add Your Signature

Now that you have enabled the Canadian compliance, you can add in your signature to appear on all contributions statements.

1. On the main Org Info Page, locate the “Official Signature” section
2. Select "Upload Official Signature"
3. Click "choose file", select your file, then click "upload"

Generate Your Statements

Once that is done, you will simply run the Donations by Contact report to generate those statements. For more info on how to do that, see our article on “Generating Contribution Statements.”

After you run that report and download the statements, they will look something like this:

• You will see the signature at the bottom of the statement
• Each individual contribution will also have its own serial number, which is a requirement of Canadian Contribution Statements.
• There will also be a link at the bottom right corner to the Canada Revenue Agency. These will be automatically generated with the statement.

If you have any further questions, feel free to contact our Customer Care Team.