We support this idea, especially as a bilingual organization. Two areas where greater editing/customization would help us are the Fund Name, which currently relies on the Fund Description regardless of receipt language, and the “Download Receipt” link, which remains in English in French and bilingual communications.

Having more control over these elements would help us provide appropriate receipts for both English and French donors.

Related idea: Improve translation and formatting in Gift Receipting

Is there an ETA on this. Come January 2026, we will need to be issuing Annual Statements to our donors for calendar year giving. It would be nice to know if we will expect functionality for personalized and branding those pdfs etc. before that time. If it is not ready by that time, then we will need to do a workaround again. Just want to know what to plan for.

Would love to have the mail function back for letters

Yes, that is the plan but that will not be part of the initial release. That first release would be the ability to export the CSV for external merge and to do a merge from within the system itself. The mailing functionality would need to come next and then from there we can wire it into the current processes.

@Anthony Gallo you mentioned below on 3 Sep that, "We are focused on updating receipting by bringing the Mail function forward from database view. This will be our go forward plan for receipting and will allow for full customization on the user side."

Will the Mail function be used for receipting online gifts made through the Standard and Optimized donation forms? I'm looking for full customization of the PDF receipt that is attached to the email sent when online donations are submitted.

The lack of branding opportunities and customization on PDF receipts was not communicated to us when we upgraded from eTapestry to Raiser's Edge NXT, and I am very disappointed because I feel as though we took a step backwards.

We would love to be able to edit the PDF receipts in WebView to show the addressee and salutation on our thank you message to our donors.

For our foundation and probably many others, the tax receipt is not only a CRA compliance document but also part of our brand. We have not moved to NXT receipting platform because the current template offers limited customization and does not fully meet our branding and compliance needs. Until more flexibility is available in NXT, Database View will continue to meet our requirements....

This work has started and will be completed before the end of 2026. We have no plans to come down to the wire with any functionality gaps.

Is there an ETA? This is one of the processes that is preventing a full move to web view and costing time and resources. I am hopefully that this isn't closer to September 2027 in order to ensure everything is operational.

The entire Mail > Receipts process is coming over including stacks
PLUS the return of mail merge

Will this include bringing over receipt stacks? Our paper receipts are pre-printed with receipt numbers and we need different receipt stacks for paper/electronic/online receipts and currently cannot do that with NXT "receipt series" this might be more of a gift data entry question, the actual issue is we cannot select a "receipt series" or stack when entering a gift in NXT, which in turn affects receipting

Love that you're bringing all the Mail functions forward from database view. We use is for so much in all aspects of our daily routine. Having the ability to have the software accurately manage de-duping, mailing /solicit preferences is key.

We are focused on updating receipting by bringing the Mail function forward from database view. This will be our go forward plan for receipting and will allow for full customization on the user side.
As far as the charitable ID concern, that is part of the current standard PDF template and if it is not showing up I would talk to support about getting a bug filed. We have worked to ensure that the web view PDF is CRA compliant and we do meet those standards.

In Canada, it is MANDATORY that the charitable ID number be included on official tax receipts. The default receipt does not allow for this and puts all Canadian charities using Blackbaud at risk. THIS MUST BE AMENDED by including a field that fills with our federal government issued charitable ID numbers

The format of the pdf looks terrible. There is too much spacing between the paragraphs, and I cannot get my signature image to print at the right size. Even worse, if I remove the signature so I can sign them, my name and title are also removed from the template. I had to send out pdf receipts that I embarrased me.

Would like to add Check #s to gift receipts PDF and email.

Is there an option to at least select which addressee field is used on the PDF receipt? Many couples circle back to me and want the PDF to have both of their names on it, but there isn't a way to adjust that setting. I do have both of their names in the receipt email, but of course they expect (and it seems reasonable to expect) that the name on email receipt matches the name on the PDF version of the receipt.

@Anthony, is there any update on the ability to receipt GIK and stock gifts within the unified view for Canadian clients?

This would be especially helpful given you cannot preview the PDF receipt. Producing a receipt for a test gift results in creating a gift that cannot be deleted...but we needed to see the receipt to know that it wouldn't actually work for us.