NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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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...
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All Requests

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Insert a logo in tax summaries

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

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.
9 months ago in Tax Summaries 0 Coming Soon

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

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...
almost 2 years ago in Tax Summaries 0 Coming Soon

Include in-kind donation section in tax summaries

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

Include soft credit impact section in tax summaries

Include soft credit impact section in tax summaries
6 months ago in Tax Summaries 0 Coming Soon

Include volunteer activity section in tax summaries

Include volunteer activity section in tax summaries to recognize the amount of time the constituent volunteered in the last year.
6 months ago in Tax Summaries / VMS Integrations & API 0 Coming Soon