NEW FEATURE REQUEST

Pinned feature request

PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
Share feedback 1

Donor Communications

Showing 22
160 VOTE

Send acknowledgement email when saving a donation

Imagine how you can assign a letter and generate the letter when you save a donation... but for email templates. Design your standard acknowledgement emails in Bloomerang (same as you do today), pick which email you want to send on the gift screen...
about 2 years ago in Donor Communications / Email 21 Released
130 VOTE

Collect Tribute Information Using an Online Form

Allow donors to enter tribute information into an online form and have that information populate in the tribute areas of Bloomerang
over 2 years ago in Online Fundraising / Tributes 7 Released
116 VOTE

Notificant Letters for Tribute Gifts

In addition to the existing tools to send an acknowledgement letter to a donor for a tribute gift, we're considering adding a feature to send acknowledgment letters to the family (ie notificants). Automatically uses the notificants linked to the t...
over 2 years ago in Donor Communications 5 Released

Insert a logo in tax summaries

Insert a logo in tax summaries so the design reflects your organization's branding.
8 months ago in Tax Summaries 0 Released

Add EIN to year end tax summary

It would be useful to include our EIN under our company name and address because this is a best practice for donor donation records.
11 months ago in Tax Summaries 0 Released

Add "Notificant Name(s)" merge field to transaction letters

Create an easier way to tell donors who you're sending notificant acknowledgement letters to (so that you don't have to track notificants as a soft credit or in custom fields).
over 2 years ago in Donor Communications 1 Released

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.
about 2 years ago in Tax Summaries / Transactions 3 Released

Customize the "Our Contact Information" section in email footer

Currently the required contact information section of the email is completely un-editable. This means we are locked into design and copy constraints for all our outgoing emails. Content wise, it would be nice to include more of our locations, as w...
over 2 years ago in Donor Communications / Email 1 Released

Tax Summary PDF by Household

Providing the Prior Year Tax Summary PDF by household would allow for streamlined reporting and sending of tax receipts to donors. In many instances, households share finances and do not wish to have two separate emails sent to each individual wit...
about 2 years ago in Tax Summaries 0 Released

Include in-kind donation section in tax summaries

so donors be reminded of their in-kind support without listing a tax deductible amount.
8 months ago in Tax Summaries 0 Released