Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-4102 Allow Stock/Property gifts to be receipted in web view.

Allow stock/property gifts to be receipted using Gift receipting in web view Merged

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
  • Planned