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NEW FEATURE REQUEST

Pinned feature request

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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.

Timeline Management

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Track deductible amount on pledge payments

A way to track and communicate to a donor how much of each payment was tax deductible, not just how much of the overall pledge is tax deductible.
almost 2 years ago in Tax Summaries / Transactions 3 Coming Soon