Giving Statements
The ability to specify gift amounts, for example excluding $0 gifts, would be very helpful. Giving statements are run from a constituent list, that include the record and the gifts that fall within the date range. Within a constituent list you can filter on gift greater than $0, but that does not stick when using the constituent list in giving statement. It would be great if the filters applied in constituent list would stick when the list is used in giving statements.
-
Wendy Bondeson
- Jan 27 2022
Related ideas
Please merge these ideas into one and roll out this upgrade before EOY 2023. This is more critical than moving tables from database view to web view. The statements are useless if they don't fully state the donor's giving. Inkind, stock, soft credits all need to have the option to be included.
And include stock gifts, which will provide a full report of a donor's giving.
This request is in multiple places, please be sure to vote on the highest voted one: "Customized PDF of giving statement and receipts with our OWN WORDING and BRANDING"
agreed with idea and comments!!!
It would be very helpful to be able to edit the template to run these by fund and also add required verbiage to the statement. I am looking forward to being able to email out the statements next year.
It would also be great if we could filter out appeal codes, such as those for events (player vs sponsor) and in-kind.
We were so excited to try this feature, until we realized that unless we can filter out the true donations vs special events, the statement is not useful.