US Donation +
Donation & Tax-Receipt Manager for US 501(c)(3): IRS acknowledgments, fund restrictions & quid-pro-quo disclosures
Donation & Tax-Receipt Manager for US 501(c)(3): IRS acknowledgments, fund restrictions & quid-pro-quo disclosures
Key Features
Full donation register for cash, check, credit card,
Full donation register for cash, check, credit card, in-kind property and publicly traded securities, each with donor, date, fund and tax year.
IRS section 170(f)(8) acknowledgments
IRS section 170(f)(8) acknowledgments — automatically flags gifts of $250 or more that require a contemporaneous written acknowledgment and generates the compliant letter text, including the mandatory "no goods or services" statement when a
Quid-pro-quo handling (section 6115)
Quid-pro-quo handling (section 6115) — itemize the goods or services a donor receives, compute the good-faith fair-market value, and reduce the deductible amount accordingly; a disclosure statement is required whenever the payment exceeds $
Insubstantial-benefit safe harbors
Insubstantial-benefit safe harbors — the 2% rule (benefit not more than the lesser of 2% of the payment or the annual cap) and the low-cost-article rule are applied automatically so token benefits do not reduce deductibility.
Restricted-fund tracking
Restricted-fund tracking — classify each fund as unrestricted, temporarily restricted or permanently restricted, record purpose restrictions, and release restrictions as conditions are met with a running balance of raised, released and avai
Deductible-amount engine
Deductible-amount engine — every donation shows gross payment, benefit value and the resulting tax-deductible contribution to the penny.
One-click acknowledgment
One-click acknowledgment — post the letter to the donor's record and e-mail it via a customizable template; batch-acknowledge many gifts at once.
Year-end donor statements
Year-end donor statements — a wizard summarizes every gift from a donor in a tax year into a single consolidated substantiation statement.
Printable receipt report
Printable receipt report — a QWeb PDF acknowledgment letter on the organization's letterhead.
Configurable IRS limits
Configurable IRS limits — the $250, $75 and insubstantial-benefit thresholds are company settings so they can be updated each year from the applicable IRS revenue procedure.
Screenshots
Why Choose This Module
Purpose-built donation management for United States tax-exempt organizations described in Internal Revenue Code section 501(c)(3). Record cash, check, in-kind and securities gifts, track restricted funds, and produce contemporaneous written acknowledgments that satisfy the IRS substantiation rules of IRC section 170(f)(8) and the quid-pro-quo disclosure rules of IRC section 6115.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: mail
- Support: support@pokutsoft.com
Update date: 2026-07-05