Skip to Main Content
Status Not Prioritized
Categories Tax Summaries
Created by Guest
Created on Nov 13, 2024

Current Year To Date Tax Summary

It is very useful to us to have a year to date tax summary available on each donor's profile, in addition to the previous few years. This exists in Kindful, but doesn't in Bloomerang (we just converted from KF to BL). We send current year tax summaries to donors before the year is over for a variety of reasons, including asking them to request matching funds from their employer and the year to date summary is acceptable proof of what they have donated.

  • Attach files