Make it possible to generate a donor-specific end-of-year receipt for recurring gift payments
From my experience, recurring donors typically appreciate receiving a charitable receipt at the beginning of tax season. It would be really great to have a simple way of generating a receipt like that.
-
Guest
- Feb 4 2025
- Reviewed: Voting Open
Related ideas
It is important to make the receipting process simple and donor‑friendly, especially for those who give regularly. At present, Raiser’s Edge NXT automatically generates a tax receipt for each recurring gift payment. That’s why, for example, a monthly donor receives 12 separate receipts in a year.
There isn’t currently a built‑in option to consolidate those into a single year‑end receipt specifically for recurring gifts. Please consider adding this as it is a valuable enhancement.