Customization on End of Year Giving Report

Tiffany Escandon
- Customize the report language to indicate there were no services or good provided in exchange for the donation.
- Option to customize the Contact fields included in the report, ie. Company field is not currently included.
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Karen Rohrer
I'm really disappointed with Give Butter when it comes to the lack of ability to edit the End of Year Giving Report. How simple it would be to just move the address to the left side of the letter and to let us put our logo on the top of the letter. There are things on this letter that are irrelevant to the donor that are on the report, that we can't remove either.
Please help us get this fixed before Year End 2026
K
Karen Iwamoto
Would like to ability to enter in the date range period so we can send out monthly, quarterly, semi annually and not be limited to just the full calendar year.
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Kevin Draiss
Good grief, I just want the name to be above the address on the left hand side so I can print, fold and place in an envelope with a window. Instead, I have to sort transaction, export spreadsheets, merge fields to make labels and manually put it all together. Pointed it out to GB and they offered I use their pay to use mailing service or that I email them - as if every client gave us their email....laughable. This is so simple, the fields just need rearranged on their end and this should be corrected by the end of the day, but i bet it won't be.
Karen Rohrer
Kevin Draiss This. It is pretty frustrating for me as well.

KK
User feedback: It would be incredibly helpful to have the ability to edit year-end giving summaries, such as manually adding transactions from a previous fundraising platform. This would allow organizations to provide donors with a more complete and accurate picture of their annual giving, especially during transitions between platforms.
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Johnny Lin
Hey Max Friedman, Liran Cohen, Kevin Replinger, I'm wondering if this will get worked on before tax season. I'm aiming to send end of year reports out to donors in the new year, but right now, the limitations of end-of-year summaries require me to manually parse through almost 400 PDFs.
Essentially, the issue is that right now, all the mechanisms to send end of year giving summaries out include donors who have given $0 throughout the year. The built in send EOY giving summaries option does this, and the ZIP file includes this as well. Engage isn't an option because it doesn't include donors who have opted out of marketing emails - this isn't a marketing email, so they should receive the email.
I would prefer to not have to go through all 400 PDFs, export a list of all contacts who donated >$0, and then manually cross reference the two. This would be a super impactful feature to build - i.e., filtering out donors who gave $0 from the giving summaries.
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Angela Linford
Add the option to filter out donations that come through a third party who already sends the receipt for tax purposes.
Customize the report to incluce there were no services or goods provided in exchange for the donation.
Kevin Replinger
Hi Everyone,
We recently released Fair Market Value for tickets and auction items. This update includes calculating the tax deductible amount on both receipts and end of year summaries. We'll keep this post OPEN for now as some of the other customization options have yet to be addresses.
Thanks,
Kevin

Selena Cayabyab
To be able to edit the donated amount to reflect the net donation which would be the tax deductible amount.We would like to be able to edit the donated amount to reflect the net donation, which would be the tax-deductible
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Kate Vixie
Would like to be able to include notes on transactions in the End of Year report
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Theo Pologeorgis
> Ability to show which campaign a transaction belongs to on an annual summary
> Ability to show which fund a transaction supports on an annual summary
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