NEW FEATURE REQUEST

Donor Communications

Showing 120

More easily send a communication to specific organization contacts related to a specific organization

More easily send a communication to specific employees of a company (eg tag which contact should receive acknowledgements).
about 1 year ago in Donor Communications 0 Not Prioritized

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

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
10 months ago in Donor Communications / Profile 1 Not Prioritized

Indicate if tribute is also a constituent

Currently, tributes don't have to be constituents, which can be helpful if they aren't directly engaged with your organization (for example, an animal welfare organization may receive gifts "in honor of my dog Scout"). But when the person named in...
almost 2 years ago in Tributes 1 Not Prioritized

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

Ability to customize the format of tax summaries

Ability to customize the format of tax summaries like color, spacing, etc.
6 months ago in Tax Summaries 0 Not Prioritized

Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
8 months ago in Donor Communications / Profile 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
almost 2 years ago in Donor Communications / Timeline 5 Not Prioritized

Format letter envelopes

There is currently no way to format the envelope text in the Letters function. If you want the address in a different font (that matches the letter font, say) or you want the address block anywhere other than the exact middle, then you are out of ...
almost 2 years ago in Donor Communications / Letters 0 Not Prioritized

Better way to track gifts that are a "in honor of" and "in memory of" the same person

Better way to track gifts that are a "in honor of" and "in memory of" the same person.
9 months ago in Tributes 0 Not Prioritized