Make giving statements editable

It would be so helpful to be able to edit criteria and wording to the statement. We are still in our first year of using RENXT, so we're still building our business practices within the program. We'd like to be able to incorporate wording and criteria that our donors are used to seeing and recognize. We need to include a clause that the IRS requires and remove pledge information so that only gifts received shows. We also don't need receipt information if all the other gift information is in the table. It would also help if we could preview the email before it sends to make sure that it looks right from the donor's perspective.

  • Cherisse Gregory
  • Jan 28 2022
  • Reviewed: Voting Open
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  • Karen Johnson commented
    23 Jul 19:30

    It's 2025 and this is still an issue. As listed below, by organization needs to show the Appeal column, not the Fund column. We do not currently use statements, but if we would, the information currently added is not helpful.

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  • Teri Shaw commented
    21 Feb 19:26

    Yes, please, make it editable! We have constituents who need the statement, "No goods or services were provided in exchange for donations made." on the statement in order to use it for their taxes.

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  • Christine Cooke commented
    22 Jan 22:19

    It would be fantastic to be able to edit the Name on the statement. To be able to use the Addressee field instead of just the first and last name.

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  • Beth Romano commented
    August 13, 2024 18:59

    to be able to customize the funds that can be selected and all the other ideas that people suggested.

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  • Sandra Ross commented
    January 17, 2024 19:56

    agree on all listed, especially letting us choose the addressee/sal to use on the giving statement or their full given name rather than the setting chosen for viewing records.

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  • Arianna Sikorski commented
    November 09, 2022 20:20

    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"

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  • Sunshine Reinken Watson commented
    June 24, 2022 17:05

    Specifically, my organization would like to:

    • Swap the fund column for an appeal column. Funds connect us to finance and aren't coding that the donor needs to see.

    • Add a package column

    • Eliminate the Receipt number and date columns. This is unnecessary information.

    • Eliminate the word "Gift" as not all that shows up on the statement is a gift (i.e. event tickets, etc.)

    • Filter what is included on the statement to exclude gifts with zero receipt amount.

    • Swap the constituent's name for their addressee.

    • Add a custom footer with our tax receipt language.

    • Eliminate the tax ID from the address at the top, or at least say "Tax ID #" so donors know what that number is.

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  • +84

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