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.

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.

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

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

Would like to be able to include notes on transactions in the End of Year report

> 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

It would also be helpful to mass-send the reports to all donors from the dashboard, instead of having to cut/paste the links into email. Very time consuming when you have hundreds of donors.

In fact, why not allow a custom text in there, so we can put anything else? If we make it part of Engage, then it should be do-able I would think