End of year giving reports
complete
Liran Cohen
Send donors an email at the end of the year with a summary of their donations and any applicable tax information.
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Special Needs Respite Inc
I'm so glad this was implemented - thank you, GiveButter, for version 1 of this feature!
You asked for what you'd like to see in the next version, so here's my input. What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact. What would be IDEAL is to link this to the Engage portion of GiveButter. Allow me to (apart from choosing an individual contact) choose a year, hit "Report," then GiveButter would produce a zip file that had a PDF for each contact. Another even BETTER way would be to have that PDF attached to an email to that contact, distrubuted via the Engage feature.
So I would envision it working like this:
Engage->New Message->Email Message->Filter->End Of Year Report->Choose Year->Next->Compose EOY message to donors->Next->Schedule, etc.
Currently, the Engage feature seems very rough - for example, I can't even filter the contacts in my Engage by campaign. So I think that feature would need beefing up first (to grab all contributions for a specific year). But the Engage feature would be ideal for this type of thing.
Tori Meglio
Special Needs Respite Inc: Those are fabulous ideas! Thank you for sharing. We've added two additional feature requests based on that feedback.
Bulk generate and download end of year giving reports: https://community.givebutter.com/feature-requests/p/bulk-generate-and-download-end-of-year-giving-reports
Bulk generate end of year giving reports and distribute through Engage: https://community.givebutter.com/feature-requests/p/bulk-generate-end-of-year-giving-reports-and-distribute-through-engage
Special Needs Respite Inc
Tori Meglio: Very cool - I hope these make it into GiveButter soon - thanks!
Tori Meglio
complete
End Of Year reports launched today.
Here's what's included in this first version:
- Generate an EOY PDF report for an individual contact
- Download the EOY report to your computer
- Copy a shareable link to the EOY report
- Ability to regenerate an EOY report if transactions were reassigned
This 60 second video reviews the functionality: https://www.loom.com/share/25fef3376feb4dedb401b7f8f5e0bd8e
We'll be adding more in the coming weeks. Feel empowered to respond to this message/post with additional ideas.
Tori Meglio
Merged in a post:
Ability to generate donor statements
Groundworks Ministries
For end-of-year, ability to create a detailed annual donor "statement" or report.
Tori Meglio
in progress
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Nick Mracek
Tori Meglio: Can you add this as more variables into Engage? Some ideas: {{campaign.recent}}, {{campaign.list}}, {{campaign.recent_amount}}, {{donation.total_lastyear}}, {{donation.total_thisyear}}.
Tori Meglio
planned
Tori Meglio
Merged in a post:
Custom/ end of year giving summaries
Tori Meglio
Send donors an email at the end of the year with a summary of their donations and any applicable tax information.
LLI Manager
OMG! yes please, that would be such a great feature
Karl Chambers
In previous years my organization used a manual process to generate annual giving reports to send to our donors. We would welcome an automated solution to save time and achieve greater accuracy.
Susan Zinder
The ability to do year end reports is critical to staying sane on fundraising - it also requires the ability to set the year at the fiscal year rather than the calendar year
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