Add Gift Subtype to Web View Giving Statements

Please add the gift subtype data to the gift detail that is printed out on the new RENXT web view giving statements. Currently gifts made from an IRA are indistinguishable from outright gifts made directly from the donor by check or cash because they both show up with gift type = One-time gift. Yet they are handled differently when a donor reports charitable deductions for tax purposes - which is a primary use of the giving statement. Having the gift subtype field included on the giving statement would enable IRA gifts to be distinguished from other one time gifts.

  • Victoria Walther
  • Apr 15 2021
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