Tips, Rules and Requirements

Nonprofit organizations are focused on pushing toward giving goals and donor appreciation but don’t forget to review and share some important reminders to ensure continued positive donor experiences. 

Here are some key tips:

  • Remember that donors are obligated to report charitable giving for the calendar year. Be sure to distribute any outstanding tax receipts in a timely manner. 
  • As you plan auctions and fundraisers, be aware that it is the responsibility of your organization to ensure compliance to all local, state, and federal guidelines as it relates to sales, including products with age eligibility requirements such as firearms and alcohol. 
  • Be mindful of texting requirements and limits to ensure you’re following best practices. 
  • You can feel confident knowing that your donors’ card holder data is protected by the industry’s highest standards through our PCI (Payment Card Industry) Level 1 certification.

To ensure your donors continue to experience a great giving experience, we recommend sharing this information with your entire fundraising team as a reminder.