Gift receipting in web view - Allow draft emails to be sent to a user for testing/preview purposes

1A - A copy of the email needs to be sent to user's email when pushing receipt emails to donors so we can save on our files and onto the donation file.

1B - Draft emails - You should also be able to send a draft of the receipt to yourself first, to check that all the information is correct before sending it on, especially for the consolidated receipt functions.

2 - Customizable information fields for additional info - for In Kind, other currency, and Stock donations, it is necessary to have a field that one can add specific information to specific receipts, like the stock cusips/shares/ sell price, or the descriptions of the in kind donations.

3 -Link to seperate E-Receipts. The receipts being sent out via RENXT are more like Acknowledgment letters, but there should also be a transaction specific e-receipt they can just print out and add to their files, similar to how the emails are sent via Online Express in raiser's edge - the email links to the receipt pdf with just the transaction, donor, and org info. You shouldn't have to print out a personalized email for the tax record.

4 - Ability to filter by recurring donors for consolidated receipts - super important for end of year donations - since recurring donors are not getting individual receipts, we need to be able to send them consolidated receipts for the year ASAP. By filtering donors by recurring donors, we can do this quickly.

  • Jarod Bonino
  • May 13 2021
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  • Sunshine Reinken Watson commented
    September 15, 2022 14:37

    This would be so helpful! I just had a monthly donor cancel because they didn't recognize the fund name that is included in the transaction details. I would not have included that field if I knew it included the fund names, which link to our finance department and are not meant to be published.