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.
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Adam Dunigan
- May 26 2021
- Reviewed: Voting Open
Related ideas
Yes please! This would help alleviate donor frustrations of not seeing the full picture on end of year giving statement. We get a lot of calls from donors about this.
yes, we are looking for this to. We need the giving statement to show certain types of payments so we can send as a year end statement automatically without sending paper copies.
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.
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.
Including stock gifts is a must, otherwise these statements are basically useless.