Authorized Donees
Authorized Donees
Our authorized donees service is focused on providing comprehensive advisory for civil organizations and trusts seeking to obtain, maintain, and comply with SAT authorization to receive tax-deductible donations.
Our goal is to ensure that the entity operates in accordance with applicable regulations, strengthening transparency, credibility, and sustainability.
We support organizations from initial registration to the fulfillment of annual obligations and audits by the tax authority.
- Legal and statutory advisory for organizational formation to meet tax requirements.
- Management of the authorization process with SAT to become a recognized donee.
- Drafting and reviewing bylaws with mandatory tax clauses.
- Guidance on compliance with fiscal and transparency obligations.
- Preparation and submission of annual transparency and activity reports to authorities.
- Review and support during audits or inspections by SAT.
- Assistance in issuing tax receipts for received donations.
- Updating and renewal of donee authorization.
- Advisory on limits, allocation, and proper use of donated resources.
- Training of management and administrative staff on obligations for authorized donees.