How to Find A Employees Donation Summary
You can view your donation history and past matches in you Deed profile. To access your profile, you can click on your name in the top right corner of your Deed homepage and then select "View Profile" at the top of the dropdown menu.
If you wish to see a summary over a period of time please click on the Donation Summary button and then you can edit the timeframe to pull the report for over the time you are requesting to view.
Timing of Receipts
When are receipts sent after an employee donates?
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PayPal Giving Fund: Employees will receive receipts from PPGF directly and immediately after donating. Please note that the receipt received will be from the PPGF country in which the employee donated (US, Canada, UK, Ireland, Australia).
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Stripe & PPD: Donations through PayPal Direct or Stripe means that the donation goes directly to the nonprofit, and therefore a receipt would come directly from the nonprofit. Because of that, we cannot guarantee the policy per country or per nonprofit.
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GlobalGiving: employees will receive receipts from GlobalGiving directly and immediately after donating. Please note that the receipt received will be from GlobalGiving, which is a 501c3 in the US.
PPGF Sample Receipt
GlobalGiving Sample Receipt
PPD Sample Receipt
Charitable Donations Receipt Rules Research
France, Germany, Greece, Italy
Nonprofits in these countries are not required to give receipts for many donations, and while some payment processors generate documentation on behalf of the organizations, because PayPal Direct does just that (send $ directly to the nonprofit) they do not generate a receipt for the charities. For donations to PPD nonprofits, PayPal will send a donation confirmation.
However, in some countries (such as Italy and Germany), their bank transaction record or PayPal receipt may suffice. In other countries (such as Greece and France), a receipt "from the organization" is required. However, whether the donation will be tax-deductible can also depend on a variety of other factors, such as the amount the employee has donated to the organization at issue, how much they have donated cumulatively in a given year, and their income. As such, our advice is that all employees should speak to their tax preparers or accountants for guidance regarding the sufficiency of their PayPal receipts and bank transaction histories and other personal financial details to determine what documentation may be required.
Additionally, employees donating via PPD must provide their contact details if they wish to enable the nonprofit to send them a receipt, and they may also have to follow-up with the organization to request documentation. Unfortunately, if an organization's policy is not to automatically send receipts, this follow-up would likely be required for a donation through any means.
For the German information, we were relying on a German tax preparation website and an English-language legal site, who both spoke of a simplified receipt approach – we believe it is called "vereinfachter spendennachweis" in German, and according to our research, the bank and PayPal transactional records might suffice in certain situations, depending on the individual, organization, and amount. However, we are not German tax law experts, and did not research state-level requirements, so apologies if this is outdated or not applicable! Additionally, if German tax preparers are anything like American tax preparers, they likely advise clients to have documentation from the organization, regardless of potential exemptions.
For the Italian information, we were also relying on an English-language legal scholar site, which explained that nonprofits are referred to as ONLUS (Organizzazione non lucrativa di utilità sociale (non-profit organisation of social utility)) and reported the following: "Individuals (and non-profit bodies) can deduct from their gross tax amount payable an amount equal to up to 26% of cash donations they make to an ONLUS (up to EUR30,000), provided that the cash donation is made available to the ONLUS through a bank transfer or other traceable payment system (for example, postal payment) (Article 15, Tax Code)."
However, as you also pointed out, the tax code on this issue is generally not straightforward in any country, and there are many individual, organization and transaction-specific nuances to applying the code to a donation, so the appropriateness of documentation will likely always be an issue that an individual will need to discuss with their tax preparer. We will continue working to ensure that all employees receive some form of suitable documentation, both by continuing to work on automated reminders and working with you on individual campaigns.
Finland, Denmark, Sweden, Romania
Key takeaways: As with other EU countries, there doesn’t seem to be a requirement for foundations to issue receipts, meaning Deed and/or the individual may need to reach out to the organization for documentation. Additionally, the deductibility of donations can be greatly restricted, with Finland only providing deductions for donations to limited educational institutions in the EU, and only for larger donations, and Denmark, Sweden and Romania only allowing limited donations to be deductible, and only for organizations that are properly registered and approved by their respective tax authorities. In Denmark it seems like the donation recipient must report donations to the tax authorities, and that the tax responsibility is adjusted through that reporting, vs. deducting an amount from a receipt.
Finland
- Finnish tax deductions for charitable contributions are very limited.
- “There are no tax incentives for individuals that donate to charity in Finland, except for those giving to select universities in the European Economic Area. In this case, tax incentives apply only on donations from individuals or companies giving between EUR 850 and EUR 500,000, who can deduct it from their income or profit respectively. Only companies are eligible to claim a tax deduction on donations beneath the threshold of EUR 850.” https://donorbox.org/nonprofit-blog/nonprofit-tax-programs/#fin
- https://taxsummaries.pwc.com/finland/individual/deductions
Denmark
- Whether or not a contribution can be deductible depends on a number of circumstances, including the source of the income.
- It appears that the recipient must be approved by the Danish tax authorities, that the foundation recipient must report the donations made to the tax authorities.
Sweden
- Sweden recently re-introduced a limited tax deduction for donations.
- The charity has to be registered with the Swedish tax authorities as a donation recipient for the donation to be tax deductible: https://www.loc.gov/item/global-legal-monitor/2019-07-10/swedish-parliament-reintroduces-tax-deduction-for-donations-to-nonprofit-organizations/
Romania
- Individuals can donate up to 3.5% of their income
- Registration and location issues may further complicate whether a deduction can be made.
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