Allow Stock/Property gifts to be receipted in web view
In "Gift receipting" and "Giving Statements" (formerly "consolidated receipting"), under the Fundraising tab in web view:
- the usefulness of these functions is greatly hampered by the limited types of gifts/payments that it pulls from. Specifically, not being able to receipt stock gifts in the giving statements renders them nearly useless. We get a lot of stock gifts!
- it would be helpful to have a place in the record where you can note a preference for email receipts, rather than printed and mailed receipts, rather than having to come up with some home-grown way to do that.
- it is also not great that we can't precede a giving statement email by some kind of automatically generated, customizable email, that we can use to let the recipient know what is coming and why we're sending it. I know we can do that on our own but there ought to be a way to do that from the web view page.
- I'd also like to be able to plug in a query (list) for giving statements, so that I can generate those statements for a group of people at once, rather than one at a time
-
Guest
- Mar 17 2021
- Planned
Related ideas
I think that Blackbaud is suppressing stock gifts and In-kind gifts in giving statements, possibly due to IRS guidelines that prevent presenting amounts for non-cash contributions. This does not make sense since giving statements are not receipts and donors cannot use them for tax purposes. We should have the capability to include these gifts in giving statements for stewardship and reporting purposes.
My bigger concern is with receipting. When we have stock gifts applied toward pledge payments, the receipt is currently presenting the dollar amount of the gift. This is not compliant with IRS guidelines, which require that receipts for non-cash contributions only include a description of the property and the date received, not a stated value. We attempted to work around this by setting the receipt amount to zero, but that causes the receipt to display both a “Gift Amount” (with a dollar value) and a “Contribution Amount” (showing $0). This creates even more confusion for donors.
It would also be very helpful if we had the ability to add disclaimer language directly on the PDF receipt, ideally as a footer. That way, institutions could include guiding language for donors, such as clarifying that fair market value is not provided for non-cash contributions and advising donors to consult their tax advisor.
This makes absolutely zero sense. One-time gifts of stock payments are not displayed on a giving statement but a pledge payments made by a stock gifts are displayed. Please fix this.
No idea why Stock gifts would not be considered a gift in a giving statement. Makes absolutely no sense.
I cannot wrap my head around the fact that you can't thank donors for ALL of their gifts on giving statements. What about gifts in kind? Stocks? You can include all gift types in database view but not NXT. Makes no sense! Please add ASAP!
This is an important function for our organization that would really support our fundraising team.
This would save us so much time!
We need this functionality in order to be able to move fully into RE NXT--eager for an update on when this will be released
We really need to be able to send gift receipts for stock gifts, but more importantly we need to be able to send giving statements to our donors who give by stock. Some donors gift stock and cash gifts within the same calendar year and this makes their giving statements inaccurate and creates the need to exclude all stock donors from the process.
Inclusion of gift in kind gifts would be appreciated as well.
any ETA on when this functionally will be available?
I am just flabbergasted that giving statements would not include stock gifts. I have started sending these to donors thinking it captured ALL their giving and just discovered that stock gifts are not included. These comprehensive statements are basically useless as they are inaccurate. A terrible miss that needs to be corrected immediately!
How about making this functionality available in Australia at all?
I would like to be able to use the gift receipting function to send receipts/acknowledgements for stock gifts.
Please add gift type and gift subtype to receipting. Also add option of adding Fund Description?