Allow customization of Annual Giving Statement
Need to add branding as well as customize layout and add text. Also allow us to add their soft credits
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Kim Wolcott
- Mar 3 2025
- Reviewed: Voting Open
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Need to add branding as well as customize layout and add text. Also allow us to add their soft credits
Kim Wolcott
and let us choose the fields we want.
We do not want to use the Fund column on our statements. Please make the Annual Statement editable for those of us who need a more custom statement. Thank you!
We use Annual Giving Statements every year for our tax receipts, and we have over 3,000 donors, how can we get them to print in PDF instead of an Excel file?
Please fix this issue.
The Annual Giving Statement is a touch-point fundraising opportunity. By simply adding the ability to thank our donors can possibly generate another gift.