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Donor Tax Receipts & Recurring Gifts

How donors download annual tax receipts and manage recurring gifts, pause, resume, cancel, or change the amount, from the self-service portal.

Donors handle the two most common requests, “send me my tax receipt” and “change my monthly gift”, entirely on their own from the donor portal. This guide covers both.

Annual tax receipts

Open Giving → Tax Receipts in the donor portal. Muin groups every completed donation by calendar year and shows one row per year with:

  • Total given that year
  • Number of donations included
  • A Download PDF button for the annual receipt

Only completed (confirmed) donations count toward the annual total: gifts still pending bank matching are excluded until they clear, so the receipt always reflects settled amounts.

You can also download the current year’s summary directly from Giving → Giving History with the Download PDF button, and filter the donation list by year to see exactly which gifts are included.

Download any single gift’s receipt from Giving History, or turn a one-time gift into a recurring one.

When a receipt looks incomplete

If a donation is missing from a year’s total, check its status on Giving → Giving History. A settled gift shows no badge. Not yet settled: Processing (bank transfer), Awaiting transfer (stock), Awaiting confirmation (crypto), Grant recommended (DAF), Pending. Problems: Failed, Returned.

Once a pending gift confirms, it appears in the annual receipt automatically.

Managing recurring gifts

Open Giving → Recurring Giving to see every recurring gift with its amount, schedule, and status. From each gift you can:

  • Pause: temporarily stop charges without losing the schedule
  • Resume: pick the schedule back up after a pause
  • Cancel: end the recurring gift permanently
  • Change the amount: adjust your gift without cancelling and re-creating it

Each gift also shows its recent charge history, so you can see exactly when past payments ran.

A notice three days before each charge

Muin emails you three days before each recurring charge, so there is time to fix a card that is about to expire. The notice is sent once per charge.

Failed payments

If a charge fails, Muin retries it twice more: 3 days later, then 7 days after the original date, and emails you each time with which attempt it was and when the next one is.

After the retries, the gift enters a grace period for 14 days rather than cancelling. Update your payment method under Giving → Payment Methods and the gift resumes automatically on its next scheduled date. If the 14 days pass with nothing fixed, the gift lapses and you would set up a new one. Saved cards can be added, removed, or set as the default from the same tab.

You can also use Retry payment on the gift to charge the new card straight away rather than waiting for the next attempt.

What is on a single-gift receipt

Each successful charge sends its own receipt, on the channel you prefer: email, text message or WhatsApp. If your preferred channel has no address or number on file, Muin falls back to email.

The receipt names the program your gift supports (what the money is for) which is what you recognize. It does not name the organization’s internal fund.

A Zakat gift carries a Zakat marker on its receipt, on your annual statement and in your giving history, so you can tell your Zakat giving apart at a glance. A gift that is not Zakat shows nothing in its place.

Whether a receipt is a charitable tax receipt or an ordinary payment receipt depends on why the money moved, never on how you paid or which page you used. Donations and pledge payments are tax receipts. Membership dues are a tax receipt for the deductible part of the dues, which is the amount above the value of the benefits you receive. Tuition, event tickets and invoice payments are payment receipts.

When you received something in return for a gift, such as a dinner seat or membership benefits, the receipt states it: the estimated fair market value of what you received, and that only the part of your payment above that value is deductible. When you received nothing, it says no goods or services were provided. Your annual statement carries the same statement for the year as a whole.

Opening a receipt from its QR code

When a receipt is delivered as a QR code, on a printed slip or on a payment screen, scanning it opens a View your receipt page that shows only the organization’s name and branding until you prove the receipt is yours:

  1. Enter the email on your receipt and press Send verification code.
  2. Enter the 6-digit code from your inbox and press Verify and view receipt.
  3. For a donation receipt, you land in the donor portal with that gift, your full giving history and your annual statement. For any other receipt, such as a purchase, you see that one receipt only.

For your privacy, a code is only sent if that email is on the receipt, and the page gives the same answer either way. A receipt with no email on it, such as an anonymous cash gift, cannot be opened online. Ask the organization for a copy instead.

If you see Invalid or expired verification code, request a fresh code. Too many attempts means wait an hour before trying again.

If a gift is refunded

A full refund voids your receipt, and Muin emails you a notice saying so. A partial refund voids the original receipt and issues an amended one for the amount you actually kept giving, which is the document you keep. Your giving history and annual statement move with it.

Getting into the portal

The portal uses passwordless magic links: enter the email you used to donate, and a sign-in link arrives in your inbox. No password to remember, and the link only works for your own giving history.

A sign-in link works once and stays valid for 7 days. If you click the same link twice, or it has been more than a week, you see “This sign-in link is no longer valid”. Go back to the sign-in page and request a fresh one. See Donor Self-Service Portal for the other ways in, including a 6-digit code and Continue with Google or Apple.