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
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1336 |
| Technical Name |
us_donation_tax_receipt_manager |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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