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Best CRM for small nonprofits: cost, fit, and discounts

Microsoft sells discounted nonprofit licenses only to organizations with recognized charitable status equal to US 501(c)(3).

FlecticUpdated 24 min read

Microsoft sells discounted nonprofit licenses only to organizations with recognized charitable status equal to US 501(c)(3). Professional, commerce, and trade associations are ineligible, and members and donors cannot hold those licenses. For an eligible charity, the published Dynamics 365 Sales starting price as of October 2026 is USD 16.25 per user per month paid yearly: USD 2,925 for 15 users and USD 7,800 for 40. Confirm the SKU, because that line is a starting price. Salesforce's 2026 guide prices Nonprofit Cloud Core at USD 70 per user per month billed annually, or USD 12,600 and USD 33,600 when every one of those seats is paid.

Those Salesforce totals leave the ten free licenses out, because that offer is Nonprofit Cloud Enterprise Edition, a different product name from paid Core. A named nonprofit figure for Dynamics 365 Sales Enterprise is USD 23.80 per user per month, or USD 4,284 and USD 11,424 on the same 15-user and 40-user math. Bloomerang bills by records and includes unlimited users, so its published start is the same whether 15 or 40 people log in, until a record tier changes it. Neon CRM moves with organizational revenue. DonorPerfect will not show a dollar price until the constituent count is sent.

What a nonprofit CRM has to record

A sales CRM is built around leads, opportunities, and a close date. A development or membership office lives on a different set of records, and the platform choice starts with which of those records you refuse to keep in a side spreadsheet.

Gifts need an amount, a date, a receipt status, and, for a Canadian registered charity, any advantage and the eligible amount. Members need a join date, a term, and a dues status that is separate from a donation. Grants need a funder, a period, restrictions, and reporting dates. Volunteers need shifts, skills, and hours, and they are constituents even when they never give money. Events and email still matter, but they are feeds into those records.

Purpose-built products publish that mix on the price page. Bloomerang CRM lists grant tracking and membership management. Neon CRM lists supporter profiles, grant management, campaigns, recurring gifts, email, and text. DonorPerfect puts donation, volunteer, membership, and event forms on Core, and adds QuickBooks, moves management, and batch gift entry on Plus and Pro. Salesforce's 2026 guide names a nonprofit data model, fundraising, Accounting Subledger Growth, case management, and program management and outcomes on Nonprofit Cloud Core.

Dynamics 365 Sales and a general CRM are still sales products until you add the objects your office uses every week. That work is configuration, and it belongs in the project scope. If the same people also post the general ledger, read ERP for nonprofits and associations before you buy a second finance system beside the CRM.

Per user, per record, or per revenue

Small nonprofits meet two bills. Per-user products charge every person who logs into the backend. Bloomerang charges for records and includes unlimited users. Neon CRM charges on organizational revenue. DonorPerfect quotes from constituent count and does not publish a dollar price.

Dynamics 365, Salesforce, Odoo, and HubSpot are seat products (HubSpot's nonprofit page does not print a dollar list price, so the seat math below stops where the page stops). Bloomerang prices by records and states unlimited users. Neon CRM prices on revenue. DonorPerfect asks for a constituent count, including Canadian provinces, and does not publish a dollar price. Bloomerang's own pricing page says, "Many platforms increase costs dramatically with each tier or additional user."

Which model is cheaper depends on who logs in.

Assume three people touch the database and you hold about 8,000 donors. Fifteen or forty staff on the org chart do not matter if they never get a login. At the October 2026 nonprofit floor, three Dynamics 365 Sales users are 3 x USD 16.25 x 12 = USD 585 for the year. Three Salesforce Nonprofit Cloud Core users, with no free seats applied, are 3 x USD 70 x 12 = USD 2,520. Bloomerang CRM's published start is USD 125 per month billed annually, USD 1,500 for the year, for unlimited users. On those starting figures, three Dynamics 365 Sales seats at the nonprofit floor (USD 585) undercut Bloomerang's USD 1,500 start. Three Salesforce Core seats (USD 2,520) do not. Bloomerang's price can rise once the vendor applies your contact count, and those record tiers are not on the public page, so ask for the price at 8,000 records before you treat USD 1,500 as the bill.

Flip the assumption. Fifteen or forty people log in, including program staff who update grants and volunteers who update shifts. Seat prices multiply. Bloomerang's unlimited-user start does not, until the record tier changes. Neon moves when revenue moves, and that band is behind a form. A one-person development office that can say "I do it all!" should count logins, not headcount.

Year-one license cost for 15 users and for 40 users

The table is seat arithmetic from prices publishers posted as of October 2026. It is licenses only. It excludes tax, payment processing, implementation, email tools, and any record or revenue tier above a published start. Assume every counted person is a paying backend user for a full year. Assume the organization may buy the nonprofit price named in that row. Do not read a row as a quote.

  • Dynamics 365 Sales, nonprofit start, USD 16.25 per user per month (15 users, year one: USD 2,925 · 40 users, year one: USD 7,800 · What the math assumes: Floor price, paid yearly. Microsoft labels it a starting price.)
  • Dynamics 365 Sales Enterprise, nonprofit, USD 23.80 per user per month (15 users, year one: USD 4,284 · 40 users, year one: USD 11,424 · What the math assumes: Named Enterprise figure. Page does not repeat the yearly commitment on that line.)
  • Salesforce Nonprofit Cloud Core, USD 70 per user per month (15 users, year one: USD 12,600 · 40 users, year one: USD 33,600 · What the math assumes: Every seat paid. Ten free licenses are not subtracted.)
  • Odoo Standard, lower displayed price, US$ 31.10 per user per month (15 users, year one: USD 5,598 · 40 users, year one: USD 14,928 · What the math assumes: Discount shown as valid 12 months for the initial users ordered.)
  • Odoo Standard, higher displayed price, US$ 38.90 per user per month (15 users, year one: USD 7,002 · 40 users, year one: USD 18,672 · What the math assumes: Same plan page shows both Standard amounts.)
  • Bloomerang CRM start, USD 125 per month (15 users, year one: USD 1,500 · 40 users, year one: USD 1,500 · What the math assumes: Unlimited users. Public start only. Your record count can price higher.)
  • Neon CRM start, USD 99 per month (15 users, year one: USD 1,188 · 40 users, year one: USD 1,188 · What the math assumes: Revenue-based. Higher bands sit behind a form.)

Sources for the unit prices: Microsoft nonprofit offers, Dynamics 365 for nonprofits, Salesforce 2026 pricing guide, Odoo pricing, Bloomerang pricing, and Neon One pricing. Multiply the monthly figure by users and by 12, except Bloomerang and Neon, which are organization prices, so you multiply by 12 once.

Read the table in pairs. At 15 paid Salesforce Core seats, licenses alone are USD 12,600, more than four times the Dynamics starting floor of USD 2,925. At 40 seats the gap is USD 33,600 against USD 7,800. Odoo Standard sits between them: USD 5,598 to USD 7,002 at 15 users, and USD 14,928 to USD 18,672 at 40, using the two amounts on the pricing page. Bloomerang's USD 1,500 and Neon's USD 1,188 look lower at both headcounts only while you remain on the published start. A higher record tier can erase Bloomerang's USD 1,500 advantage, and a higher revenue band can erase Neon's USD 1,188 advantage. Neither next tier is printed.

HubSpot's nonprofit offer is 40% off current list price for eligible new customers. The nonprofit page does not print the list price, so a 15-user or 40-user HubSpot total is not in this table. DonorPerfect is quote-only.

Commercial Dynamics 365 list prices show how deep the nonprofit floor is, and they are a different offer. In the United States, as of October 2026, Sales Professional is USD 65 per user per month, Sales Enterprise is USD 105, and Sales Premium is USD 150, each paid yearly. Fifteen Enterprise seats at the commercial USD 105 price are USD 18,900 for the year, against USD 4,284 at the nonprofit Enterprise figure of USD 23.80. Microsoft says displayed prices may differ at checkout by currency and country.

Who can buy the Microsoft nonprofit price

Check eligibility before you put USD 16.25 in a board paper. Microsoft requires recognized charitable status equal to US 501(c)(3). Professional, commerce, and trade associations are ineligible, along with organizations that lack recognized legal status, governments, schools, and political, labor, and fraternal organizations. A professional, commerce, or trade association should price the commercial list, and the Canadian commercial list if it buys in Canada.

On the Canada English page, commercial Dynamics 365 Sales is CAD 88.20 (Professional), CAD 142.50 (Enterprise), and CAD 203.50 (Premium) per user per month, paid yearly, plus applicable tax. Those are commercial prices. Microsoft's nonprofit figures in this set are published in USD only. Fifteen commercial Enterprise users in Canada are 15 x CAD 142.50 x 12 = CAD 25,650 before tax. Forty users are CAD 68,400 before tax. Ask Microsoft what checkout currency you will be billed in. Do not convert the USD 16.25 or USD 23.80 figures into Canadian dollars yourself.

Who may hold a discounted license is a second gate. Microsoft says discounted nonprofit licenses may be used by paid employees, unpaid executive staff, volunteers, and temporary contracted staff. Beneficiaries, members, and donors are not eligible users of the nonprofit offers. Grants of licenses are narrower than paid discounted licenses. A volunteer who updates shifts can be a licensed user. A donor who only receives a receipt cannot. Portal-style access for members, if you need it, has to be designed so you are not assigning nonprofit licenses to ineligible people.

On the nonprofit offers page, as of October 2026, Dynamics 365 Customer Service starts at USD 12.50 per user per month, paid yearly. That same page lists Dynamics 365 Business Central at USD 32 per user per month, and Power Apps free for up to 10 users, then USD 2.50 per user per month. Power Apps is a way to hold a volunteer form or a grant checklist beside Sales. It is not, by itself, a gift ledger. Our work on the sales application is described on Dynamics 365 Sales.

Salesforce free licenses and paid Core

Salesforce's 2026 Nonprofit Pricing Guide says qualified nonprofits get ten licenses of Nonprofit Cloud Enterprise Edition free under the Power of Us Program. Paid Nonprofit Cloud Core is USD 70 per user per month billed annually, USD 840 per user per year. Advanced is USD 125 per user per month, USD 1,500 per year. The guide states that its figures are USD and subject to change. The live nonprofit pricing page shows Nonprofit Cloud Sales and Service Core at USD 70, Advanced at USD 125, and Sales Max and Service Max at USD 285 per user per month, and it says editions require an annual contract. The page says the cards reflect nonprofit pricing.

Treat the free ten and the paid Core price as separate offers. The guide uses Nonprofit Cloud Enterprise Edition for the free licenses and Nonprofit Cloud Core for the USD 70 product, and it does not publish a rule that one replaces the other. Keep every Core seat in the paid total. If your whole working team fits in ten seats, ask Salesforce whether those free Enterprise Edition licenses include the fundraising and program objects you need, and whether your organization qualifies. The guide's eligibility detail for Canadian registered charities and for associations is a question for Salesforce, not an assumption you should print in the budget.

The same guide prices other nonprofit lines: Sales Cloud Core at USD 48.75 per user per month billed annually, Sales Cloud Advanced at USD 98.75, and Sales and Service Core at USD 62.50. Fifteen users on Sales Cloud Core would be 15 x USD 48.75 x 12 = USD 8,775, and 40 users would be USD 23,400, still with no free seats removed. Sales Cloud is a sales edition. Nonprofit Cloud Core is the line that names the nonprofit data model, fundraising, and program management. If gifts, cases, and program outcomes are the job, price Core or Advanced and use the Sales Cloud numbers only as a comparison.

A Core budget does not drop ten seats unless Salesforce confirms in writing that those users sit on the free Enterprise Edition licenses. Budget Salesforce configuration as its own quote beside the license line.

What HubSpot's 40 percent discount leaves outside the CRM

HubSpot for Nonprofits is 40% off current list prices in the Product and Services Catalog. Eligibility on the page: a registered nonprofit in North America, Australia, or New Zealand, a new HubSpot customer, and a one-year subscription. The discount applies to net-new Professional or Enterprise products. Starter and certain limit increases are excluded. It cannot be applied to an existing subscription or stacked with another discount. North America includes a Canadian registered nonprofit that meets the rest of those tests. The dollar amount after 40% still depends on a catalog price the nonprofit page does not show, so get the catalog line in writing before the board sees a total.

HubSpot describes the operating pattern directly. Nonprofits often keep a payment tool (Fundraise Up, Donorbox, GoFundMe Pro, Stripe) and an event tool (Eventbrite, Humanitix) and sync them into HubSpot. Donations can be tracked as their own object. Commerce Hub can do recurring billing via Stripe. In-line donation forms are described as Marketplace integrations. The discount, then, prices the CRM subscription. The donation page, the event tool, and the email tool can remain separate bills and separate logins.

That pattern fits a team that already likes those tools and wants one place to see the person. It is a weak fit if the reason you are shopping is that nobody will maintain four syncs. Count the subscriptions you would still pay after the 40% is applied, and name an owner for each sync. A practical comparison of CRM scope for smaller teams is in best CRM for small business, with the extra test that a nonprofit also has gifts, advantages, members, and volunteers.

When a purpose-built fundraising CRM fits

Choose Bloomerang, Neon One, or DonorPerfect when the job is gifts, members, grants, and volunteers, and when finance, inventory, and program operations can stay in the tools you already close the books on.

Bloomerang, as of October 2026, prices by records with unlimited users. The Giving Platform starts at USD 242 per month, billed annually (USD 2,904 at the start). CRM starts at USD 125 per month (USD 1,500). Fundraising starts at USD 40 per month and must be bought with the CRM, so CRM plus Fundraising starts at USD 165 per month, USD 1,980 for the year. Volunteer starts at USD 119 per month, USD 1,428 for the year. CRM plus Fundraising plus Volunteer starts at USD 284 per month, USD 3,408 for the year, still at published starts and still independent of whether 15 or 40 people log in. Ask Bloomerang for the record tier at your contact count. The starting prices alone are not a database quote.

Neon CRM starts at USD 99 per month, priced on revenue. The pricing page includes Canada in the country list and does not publish a CAD price. Neon Launch is USD 49 per month plus transaction fees. Neon Fundraise starts at USD 158 per month. Neon Websites starts at USD 69 per month. A charity that needs the CRM, a donate experience, and a site should add those starts on a quote: USD 99 plus USD 158 plus USD 69 is USD 326 per month before revenue bands and transaction fees, USD 3,912 for a year at those starts. Launch at USD 49 is a smaller entry with transaction fees, and it is a different product from Neon CRM.

DonorPerfect Core, Plus, and Pro are quote-only. Use the public matrix as a scope list: forms for donations, volunteers, memberships, and events, plus donor portals and payment processing, are on the core system. QuickBooks, moves management, and batch gift entry sit on Plus and Pro. Send your constituent count, and if you file in a Canadian province, use the province field on the quote form so the proposal matches where you operate. Ignore marketing claims about funds raised. They are not a cost comparison.

These products win the short list when three tests are true. You can name the records (gifts with advantages, members, grants, volunteers). Few systems need to post those records into a general ledger on the same day. And a per-user price at your real login count is higher than the quote you get at your record count or revenue. If the third test fails, go back to the seat table.

Odoo when the same people run finance and events

Odoo is the per-user option in this set that publishes one subscription covering all apps on Standard and Custom, with hosting on Odoo Online, maintenance, and email support in English, French, Spanish, or Dutch. Implementation is not included. That combination matters when the development director and the finance lead are the same two people, or when events, the website, and the CRM should share constituents.

As of October 2026, the Odoo pricing page shows One App Free at USD 0 for one app and unlimited users on Odoo Online. The Standard plan shows both US$ 31.10 and US$ 38.90 per user per month. Custom shows both US$ 61.00 and US$ 76.20. A note says the discount is valid for 12 months for the initial users ordered. Odoo.sh hosting is extra. Price the public USD plans. The pricing page does not list a separate nonprofit discount or a CAD amount.

A light user is listed at US$ 8.90, limited to personal HR, expenses, planning, and similar tasks. Do not put fundraisers on light users and call it CRM. External portal users, such as donors or suppliers, are not paying users. Paying users include anyone with backend access, and employees recorded in the HR app with no linked user. A volunteer with backend access is a paying user. A donor who only has a portal login is not. If you record every volunteer as an employee in HR and forget to link a user, Odoo can still count them. Clean that list before you order seats.

One App Free holds a single app. CRM plus accounting is two apps, so the free plan ends when finance joins. Assume 15 paying users on Standard for the first year: USD 5,598 at US$ 31.10, or USD 7,002 at US$ 38.90. Assume 40 paying users: USD 14,928 or USD 18,672. Above 50 users, Odoo tells buyers to contact them.

Odoo is also the vendor in this set with a public implementation package. New-customer Success Packs, with the 15% new-customer discount already reflected and with travel extra, are Starter US$ 493 (4 consultant hours), Basic US$ 3,060 (25 hours), Standard US$ 5,950 (50 hours), Custom US$ 10,625 (100 hours), and Pro US$ 21,250 (200 hours). Returning-customer pack prices are higher. A 15-user charity that needs gifts, a simple website, and a chart of accounts will not finish in 4 hours. A 25-hour or 50-hour pack is the range to price against a written list of workflows, then compare with the hours your own data migration needs. Add the pack to year-one licenses. Fifteen Standard users at the lower displayed price plus a 50-hour pack is USD 5,598 plus US$ 5,950, which is USD 11,548 before travel, tax, and payment fees. Forty users at that license price plus a 100-hour pack is USD 14,928 plus US$ 10,625, which is USD 25,553 on the same basis. Our phased Odoo implementation work covers discovery, configuration, migration, training, and support after go-live.

Plan the official receipt as its own requirement. Have a sample gift produce a receipt that shows the registration number, advantage, eligible amount, and a serial, in English or French, before you accept the configuration.

Canadian receipts, language, and retention

For a registered charity in Canada, the CRM decision is a records decision. The Canada Revenue Agency lists what a cash-gift official donation receipt must include: a statement that it is an official receipt for income tax purposes, the charity's name and address as on file, a unique serial number, the CRA registration number, the place of issue, the date or year the gift was received, the date the receipt was issued, the donor's full name (including middle initial) and address, the amount of the gift, any advantage and the eligible amount, an authorized signature, and the name and website of the CRA. If your CRM has a single receipt-sent checkbox and no fields for advantage and eligible amount, you will rebuild that receipt outside the system.

CRA allows computer-generated and emailed official donation receipts when the required fields are present, the receipt is not easily altered, and copies are retained. Electronic receipts should be read-only or non-editable, protected from unauthorized access, and encrypted and signed with an electronic signature. Email is allowed. A spreadsheet you can overwrite is a weak copy of that control.

Books and records must be kept in English or French. A translation is required if they were created in another language. They are kept at the Canadian address on file with CRA. Copies of official donation receipts are kept for two years from the end of the calendar year the donations were received. The general ledger, source documents, and the T3010 are a six-year retention set. Minutes and governing documents are kept indefinitely while the charity is registered. Electronic records must stay in an electronically readable format. This is a language rule for the records, and for a translation when the source is in another language. It is not a rule that the CRM screens themselves must be bilingual. Odoo's published support languages include French, which helps a charity that will open tickets in French. Store serial number, advantage, eligible amount, and receipt date as fields you can export in a readable format for the retention window. Details are on CRA's pages for official donation receipt contents, computer-generated receipts, and books and records.

Ask each bidder to generate one receipt from a sample gift and to mark each required field. Budget a short configuration task when the answer is a template you still have to finish.

How to choose and what sits outside the license

Score the decision in this order.

  1. List the records you will stop keeping elsewhere: gifts (with advantage and eligible amount if you receipt in Canada), members, grants, volunteers.
  2. Count backend logins, and exclude donors and members who only view their own record. Note Microsoft's rule that members and donors are not eligible users of nonprofit licenses.
  3. If you are a professional, commerce, or trade association, drop Microsoft's nonprofit price and use commercial pricing.
  4. Price 15 users and 40 users, or your real login count, from the seat table. For Bloomerang, Neon, and DonorPerfect, request the price at your constituent count or revenue.
  5. Add the tools you would still pay for. A HubSpot design that keeps Donorbox, an event tool, and an email tool is three extra relationships. An Odoo Standard design pulls apps onto one user price and then adds a Success Pack because implementation is not included.
  6. For Canada, accept a configuration only after a sample official receipt shows every CRA field and a retained copy you cannot casually edit.

The published implementation packages you can put next to a license total are the Odoo Success Packs above. Dynamics 365 and Salesforce configuration is a separate quote from whoever sets the system up. Put data migration on its own line: constituent count, gift history, memberships, and which spreadsheet is the survivor. Ask who owns the configuration and the exports if you leave. A short adoption plan, including who enters gifts the week after go-live, belongs with that scope. CRM adoption fails when volunteers still update the old sheet because the new screen asks for fields they do not have.

Flectic implements CRM for nonprofits and associations on the platforms we configure, including Dynamics 365 and Odoo. The engagement is scoped discovery, configuration, migration, training, and support, phased so a small staff is not asked to change every workflow in one weekend. See CRM implementation for how that work is structured. Bring your login count, your constituent count, and the list of tools you would otherwise keep syncing.

How Flectic can help

Flectic implements Dynamics 365 Sales for sales teams of 20 to 100 people in the US and Canada, with stage rules, lead routing and quotes built on the opportunity. If your nonprofit runs a sales-style pipeline for sponsors, partners or major gifts, Flectic sets stages around how that pipeline moves, and the Dynamics 365 Sales offer describes the setup. A fixed-price first phase delivers a working pipeline before you commit the full budget. Book a free discovery call with Flectic to start.

Sources

Nonprofit offers, Microsoft, October 2026

Dynamics 365 and Power Platform for nonprofits, Microsoft, October 2026

Dynamics 365 Sales pricing (United States), Microsoft, October 2026

Dynamics 365 Sales pricing (Canada), Microsoft, October 2026

Nonprofit eligibility, Microsoft, October 2026

Salesforce for Nonprofits Pricing Guide (PDF, 2026), Salesforce, October 2026

Nonprofit Pricing, Salesforce, October 2026

HubSpot for Nonprofits, HubSpot, October 2026

Odoo Pricing, Odoo, October 2026

Odoo Success Packs, Odoo, October 2026

Pricing Plans, Bloomerang, October 2026

Pricing Plans for Neon One Software, Neon One, October 2026

Fundraising Software Pricing Guide, DonorPerfect, October 2026

What information must be on an official donation receipt, Canada Revenue Agency, October 2026

Computer-generated receipts, Canada Revenue Agency, October 2026

Books and records, Canada Revenue Agency, October 2026

Frequently asked questions

Can HubSpot replace our existing donor management system?

HubSpot's nonprofit page describes donations as their own object, with recurring billing through Commerce Hub and Stripe, and in-line donation forms as Marketplace integrations. It also describes nonprofits keeping a payment tool and an event tool and syncing them in. Treat HubSpot as the connective CRM and get a written list of which gift, advantage, and receipt fields will live in HubSpot versus in the payment tool you keep.

Can HubSpot track donations and recurring giving?

HubSpot says donations can be tracked as their own object and that Commerce Hub can do recurring billing via Stripe. In-line donation forms are described as Marketplace integrations, and many nonprofits continue to take gifts in Fundraise Up, Donorbox, GoFundMe Pro, or Stripe. Confirm on a trial gift that a recurring donation lands on the constituent with the amount and date your receipt process needs.

What fundraising and payment platforms integrate with HubSpot?

HubSpot's nonprofit page names Fundraise Up, Donorbox, GoFundMe Pro, and Stripe as payment tools nonprofits often keep, and Eventbrite and Humanitix as event tools they sync into HubSpot. Those are integrations around the CRM, so each one can remain its own subscription and its own place where a gift is first entered. Name an owner for each sync before you rely on the 40 percent CRM discount alone.

Are there extra fees beyond the license price?

Several published prices stop at the software. Odoo states that implementation is not included, and its new-customer Success Packs run from US$ 493 for 4 hours to US$ 21,250 for 200 hours, with travel extra. HubSpot's 40 percent discount excludes Starter and does not cover the payment or event tools you keep. Bloomerang Fundraising must be purchased with Bloomerang CRM. Above the published start, Bloomerang is quoted from record count and Neon CRM is quoted from organizational revenue.

How does pricing change as we add users or donors?

Dynamics 365, Salesforce, and Odoo multiply by paying users, so 40 backend logins cost more than 15 on the same unit price. Bloomerang uses unlimited users and raises price with record count, Neon prices Neon CRM on revenue, and DonorPerfect quotes from constituent count. A small login count with a large donor file favors checking the database quote, while a large login count favors running the seat math even when the database start looks low.

Who can use a Microsoft nonprofit license: staff, volunteers, members, or donors?

Microsoft says discounted nonprofit licenses may be used by paid employees, unpaid executive staff, volunteers, and temporary contracted staff. Beneficiaries, members, and donors are not eligible users of the nonprofit offers, and grants of licenses are narrower than paid use. A volunteer who updates records can hold a license. A member or donor who only receives communications should not be assigned one.

Can official donation receipts be sent by email?

CRA allows computer-generated and emailed official donation receipts when the required fields are present, the receipt is not easily altered, and copies are retained. Electronic receipts should be read-only or non-editable, protected from unauthorized access, and encrypted and signed with an electronic signature. Email is an allowed delivery method. The control is on the file you keep, not on the fact that a message left your outbox.

What information must be on an official donation receipt from a registered charity?

For a cash gift, CRA requires a statement that it is an official receipt for income tax purposes, the charity name and address as on file, a unique serial number, the CRA registration number, the place of issue, the date or year the gift was received, the date the receipt was issued, the donor's full name including middle initial and address, the amount, any advantage and the eligible amount, an authorized signature, and the name and website of the CRA. Put those items on the receipt design before you accept a CRM configuration.