Is your charity still stuck managing CRA-compliant donation receipts manually in Salesforce? Struggling with clunky systems, missed fields, and the stress of issuing receipts before the annual February 28th deadline? With Salesforce, you can automate the entire process—ensuring your receipts are issued accurately, on time, and fully compliant with CRA guidelines.
As a Canadian company with a strong commitment to supporting nonprofits through our philanthropic efforts, we understand the unique challenges faced by charities in Canada. In this free webinar, we’ll show you how Salesforce can help you move from outdated, manual processes to a streamlined, automated receipting system that saves time, minimizes risk, and builds trust with your donors.
You'll learn how to:
- Automate your receipting process in Salesforce, ensuring CRA compliance without the manual work.
- Simplify year-end receipting by automating workflows, helping you meet the February 28th deadline stress-free.
- Track and issue receipts for complex donations like event tickets, gift-in-kind, and recurring donations—all within Salesforce.
- Stay audit-ready by maintaining a clean audit trail and easily reissuing receipts as needed.
Register for the webinar now!
