Turning Point Chartered Accountants Blog | Insights for NPOs

Review fundraising do’s and don’ts covering donor acknowledgements, privacy, records and communication, with clear accountability after donations are received.

See how donor details support receipts, donation records, reporting and queries, and review the habits that help your NPO maintain consistent information.

Assess a donation platform’s donor records, fees, receipt support, reporting and usability against the financial and administrative needs of your NPO.

Understand Section 18A approval, qualifying donations, receipt information and common mistakes affecting your NPO’s tax and receipting responsibilities.

Understand donor management for South African NPOs, including record keeping, compliance information and the connection between receipts and financial reporting.

Review Section 18A receipt approval, required information, donation types and common mistakes, with attention to your NPO’s supporting records and controls.

Build a monthly NPO review routine covering donations, donor details, receipts, documents and reporting, with clear responsibility for outstanding records.

Prepare for IT3(d) by reviewing donor information, Section 18A receipts, reconciliations and reporting responsibilities before submission season.

Understand IT3(d) accepted submissions, warnings, partial uploads and errors, and the records your NPO should review when deciding what action to take.

Plan a fundraising campaign with a clear goal, donor message and donation process, supported by records your NPO can use to review and report results.

Review the information and trust signals on your NPO’s donation page, including organisational details, receipt expectations and what donors see after giving.

Before asking for donations, review your NPO’s credibility, donor records, project tracking, receipting and reporting arrangements.

Review common NPO governance gaps in board roles, approvals, records and financial oversight, and identify practical areas for your board’s attention.

Review IT3(d) submission through HTTPS, including enrolment, file preparation and declarations, with clear financial oversight for your NPO.

Follow the IT3(d) eFiling process with attention to access, receipt records, declaration responsibilities and the evidence your NPO should retain.

Understand the receipt details required for IT3(d) and how receipt numbers and dates support traceability between donors, donations and reporting records.

Review donation details required for IT3(d), including values, dates and donation types, and their connection to your NPO’s receipts and accounting records.

Identify the donor information required for IT3(d) and review how your NPO captures, checks and corrects the identity records supporting its receipts.

Understand reporting entity details for IT3(d) and why your NPO should verify its identifying information, approval records and reporting responsibility.

Review the information needed for IT3(d), from reporting-entity details to donor and receipt records, and the financial controls that support complete data.