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.
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Donor Communications

Showing 112

Option in tribute notificant letters to show donors' information in a table format

Option in tribute notificant letters to show donors' information in a table format.
7 months ago in Tributes 0 Not Prioritized

Customize donor survey send time

I would like to be able to set the time since last donation to 2 years so that someone isn't automatically sent an email asking why they no longer support us if they gave 1 year +1 day ago.
almost 2 years ago in Engagement Surveys 0 Awaiting Review

Create a letter for a constituent directly on their timeline

Creating a letter for one constituent is a hassle because you have to go into the Letters section of Bloomerang and change the filter every time you need to run one letter for one constituent. (These are letters outside of transactions.) If you co...
over 1 year ago in Letters / Profile 1 Not Prioritized

Option to consolidate split payments in tax summaries

Option to consolidate split payments in tax summaries for situations where donors just need payment details and don't want to see details about how each split was designated.
8 months ago in Tax Summaries 0 Not Prioritized

Allow a household to be selected as a tribute notificant rather than just one constituent.

We would like our memorial letters to be able to be addressed to both members of the household rather than just one.
almost 2 years ago in Tributes 1 Not Prioritized

Don't add bounced/dropped emails as donor interactions

If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
almost 2 years ago in Donor Communications / Email 0 Not Prioritized

Customize transaction columns in tax summary

I would like to add a column to the tax summary option for our tax letters. I always include 'appeal' on our tax letters so our donors can remember why they gave those donations (specific event, specific restricted fund, etc.). Unfortunately that ...
almost 2 years ago in Tax Summaries 0 Not Prioritized

Brand colors for letters

It would be great to be able to use our brand colors in our donor acknowledgement letters. If we could input the hex color code to match our branding in the letter (like we are able to do in the email) that would be wonderful!
over 2 years ago in Donor Communications / Letters 0 Not Prioritized

Initiate Tribute Notification from Tribute Screen

The ability to initiate an acknowledgement letter for a Notificant should be available from the Tribute screen.
11 months ago in Tributes 1 Not Prioritized

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized