Donations and tax receipts

Shelter

Collect donations from your website, one-off or monthly, offer animal sponsorship, manage annual memberships and issue tax receipts without typing anything twice. Son Espace Santé takes no commission on donations.

Accessing donations

Open the side menu, Accounting section, then Donations & memberships. You can also reach it from Settings, My shelter block, Donations and tax receipts line.

The page has five tabs: Donations, Receipts, Members, Settings and Help. The Year selector at the top chooses the year shown.

Feature	Plan
Entering donations by hand and tracking them	All plans, including the free plan
Tax receipts, monthly donations, sponsorships, memberships and CSV import	Paid plans
Collecting card payments from your website	Medium and Large shelter plans, the only ones that allow a payment account to be connected

Getting ready to collect

Connecting your payment account

Card donations go through Stripe, to your association's account: the money goes straight into its bank account. Only Stripe's bank fees apply (around 1.5% + €0.25 per payment with a European card).

Until the account is connected, a banner says so with the Connect my payment account button. Connecting takes a few minutes (see Online payment).

Settings

In the Settings tab:

Tax receipts: tick Our association is entitled to issue tax receipts (art. 200 / 238 bis of the French tax code), then enter the Legal name, Address, Purpose of the association, the Signatory and their Role; the RNA / SIREN number is taken from your legal information.
Donation form: Suggested amounts (€, comma separated), Introduction text and Thank-you message (in the email).
Options: Offer monthly donations, Offer to sponsor an animal and Let the donor cover the payment fees, with the Fixed fee (€) and the Percentage fee (%) used for the calculation.

Tap Save.

The app does not judge your eligibility for tax receipts: you declare it and remain responsible for it. Until these fields are filled in, donations are collected without a receipt and your website says so.

The block on your website

Add the "Make a donation" block to your public page (see Public page and website). Your visitors see your text, your suggested amounts, a free amount and, if you have turned them on, monthly donations and animal sponsorship.

Tracking donations

The Donations tab shows the year's Total, the number of Donors, Sponsorships and Members, then the list of donations, which can be filtered by type (One-off, Monthly, Membership).

Record a donation: enter a donation received in cash, by cheque or by bank transfer (donor, Address (for the receipt), Amount (€), Payment method (cheque, cash, transfer)).
Import CSV: bring in donations received elsewhere since the start of the year, so you can issue them a receipt. The expected columns are the date, the name, the email, the amount and the method.
Export donors: a CSV file for your annual general meeting.
The stop icon on an active monthly donation stops it; past payments are kept.

Donors are also recorded among your accounting contacts.

Tax receipts

Each collected donation of at least €1 can give rise to a receipt: Cerfa form 11580, numbered YEAR-0001 in a continuous series, with the amount written out in words.
The receipt is archived as a PDF in your documents and sent by email to the donor.
A one-off donation gets its receipt straight away; monthly donations and memberships get an annual receipt, issued and sent automatically every 5 January.
A receipt is never recalculated or renumbered.

In the Receipts tab, Issue pending receipts handles the donations that do not have one yet, and Issue annual receipts for does so for the chosen year. Each receipt can be opened or resent by email.

When a foster family waives reimbursement of an expense claim, the shelter can give them an Expense waiver receipt (see Foster families).

Monthly donations and sponsorship

A monthly donation is collected every month until the donor stops it themselves, from the link in their emails; you have nothing to renew.

A sponsorship is a monthly donation linked to an adoptable animal. On the 2nd of each month, each sponsor receives news of their animal, taken from the public posts in its logbook. The animal's profile shows "Sponsored by N people".

When the animal is adopted, its sponsors are informed. They can Choose an animal to sponsor, Keep supporting the shelter or Stop my support.

Memberships

In the Members tab, tap Open a campaign and enter the year, the amount and a label.
Add the "Join" block to your website: it shows the current campaign.
Follow the list of the year's members.
Tap Remind to write to last year's members who have not renewed.
At the end of the campaign, tap Close the campaign.

Frequently asked questions

My website is not collecting anything.

Check that your payment account is connected: without it, the "Make a donation" block cannot collect anything. You can always enter donations by hand.

A donor has not received their receipt.

Check that the tax receipt settings are complete, then resend the receipt from the Receipts tab. The page's Help tab repeats these explanations.