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Tag: Financial

UK Gift Aid

The UK Gift Aid extension helps UK charities manage Gift Aid directly inside CiviCRM. It adds tools for collecting all the information HM Revenue & Customs (HMRC) needs (like declarations, addresses, etc.), keeps track of whether donors have signed Gift Aid declarations (including past-4-years and future donations), batches eligible donations together, calculates the additional Gift Aid amount automatically, and helps generate reports ready for submitting to HMRC.

MYOB

The MYOB extension for CiviCRM helps organizations connect their CRM data with their MYOB accounting software. It automatically syncs financial information such as contributions, invoices, and contacts between the two systems, reducing manual data entry and the risk of errors. This integration makes it easier to keep financial records accurate and up to date, saving time for finance teams and ensuring smooth coordination between fundraising and accounting.

Intacct

The Intacct extension for CiviCRM connects your donor, contribution, and financial data in CiviCRM with the Intacct accounting system. This allows income, invoices, and donor records to flow automatically into your accounting system without needing double data entry. The integration helps keep your finances accurate, up to date, and consistent between fundraising and accounting departments.

Tax Receipts

The Canada Tax Receipts extension enables Canadian organizations to generate official tax receipts for donations directly within CiviCRM. It supports issuing single, annual, or aggregate receipts, which can be distributed via email or printed. The extension offers detailed reporting and customizable PDF templates, including features like tracking email openings and handling non-deductible amounts at the line item level. Originally developed in 2011, it has been continuously improved with contributions from various organizations and is actively maintained by Semper IT. As of December 2023, over 1,000 non-profits utilize this extension to streamline their receipting processes.