How does deleting a person affect their tax statement?

If you have deleted a donor's profile from Tithely People, either to clean up your database or from a donors request, you might be wondering how this action impacts their donation records and tax statements. Rest assured, Tithely ensures that all donation records are preserved, even if the donor's profile is no longer active in the system. Here’s what you need to know:

Key Points to Consider:

1. Preservation of Donation Records:

  • Donation History Remains Intact: When a donor is deleted from Tithely People, all of their donation records are retained within the system. This ensures that the integrity of financial records is maintained, and past donations are still accounted for.
  • Appearance on Tax Statements: Despite the deletion of the donor's profile, their name will continue to appear on their tax statements. This is to ensure that accurate and complete financial documentation is available for both the donor and the organization.

2. Placeholder Email Generation:

  • What Happens to the Email Address? Upon deletion of a donor, Tithely will automatically generate a placeholder email address for the deleted profile (e.g., deleted.per.request-654567@tithe.ly). This placeholder replaces the donor's personal email address, ensuring that no personal contact information is retained.
  • Searchability of Records: Even with the donor profile deleted, the associated transaction records remain searchable within the system. You can find these records in Transactions 2.0 by searching under the generated placeholder email. This allows you to easily track and manage past donations without the need for the donor’s original email address.

Why Does Tithely Do This?

The process of generating a placeholder email and retaining donation records is essential for maintaining accurate financial records, even if a donor requests the deletion of their profile. This approach balances the need to respect donor privacy with the requirement to keep comprehensive records for legal and financial reporting purposes.

Additional Considerations:

  • Profile Deletion Requests: If a donor requests their profile to be deleted, it’s important to inform them that while their personal information will be removed, their donation history will still be preserved under a placeholder email. This ensures they understand that their contributions remain part of the organization’s financial records.
  • Accessing Historical Data: You can continue to access and report on historical donation data through Transactions 2.0. The placeholder email allows for easy identification and retrieval of these records, ensuring transparency and accountability.

 

Internal Note: Curious how this works on the backend?