Allow users to choose gift types when generating giving statements (email/PDF)

Currently, when generating giving statements, you cannot select the gift types to be included. The default gift types do not include stock gifts, among other types. A possible solution would be to allow the user to select the types of gifts to be included in the giving statement when generating one so that the donor can see the full picture of their charitable contributions.

  • Adam Dunigan
  • May 26 2021
Gifts
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  • Guest commented
    23 Feb 16:25

    I agree with Rona, I would like this to be a tool for a year-end tax statement. PLEASE make the changes we need to use it.

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  • Rona Rubin commented
    March 28, 2023 15:19

    Please developers find a way to include stock gifts or this is a useless tool. I also second the motion to be able to include certain gift types as well as enabling us to remove certain gift types like pledges. Most user are using this for end of year tax statements. We should also be able to add a tax statement somewhere on the bottom of the giving statement. Also, adding a logo if possible will really clean this up and make this a useful tool.

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  • Anne Monell commented
    November 29, 2022 16:22

    Including stock gifts is a must, otherwise these statements are basically useless.

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