The giving statements are useless if they don't fully state the donor's giving. The statements are a nice idea, but shouldn't have been rolled out if they weren't ready to go. They need the option for soft credits as well. Hopefully this will be updated before EOY 2023.
It should include stock gifts as well. All tax-deductible gift types. We can use this tool as it would be sending inaccurate information to the donors...
These gift types should not be included with a value so I'd rather they didn't show up, and a disclaimer added to say why.
The giving statements are useless if they don't fully state the donor's giving. The statements are a nice idea, but shouldn't have been rolled out if they weren't ready to go. They need the option for soft credits as well. Hopefully this will be updated before EOY 2023.
It should include stock gifts as well. All tax-deductible gift types. We can use this tool as it would be sending inaccurate information to the donors...
I'd also like the ability to add soft credits to the statement
Yes! It does not track to not have this option. Database is tedious.