Option to exclude tickets and item purchases from EOY Summaries.
Tiffani Zavakos
It would be helpful to have the option to exclude non-donation transactions in EOY summaries to avoid having to manually calculate donation totals, making it easier for both admins and donors to understand the tax implications of their gifts.
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Wendy Hunt
Absolutely would be helpful!
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LaChelle Lewis
Agreed! I had to add multiple disclaimers to my communications to ensure donors knew the components of their EOY summary that were tax deductible or not, and still didn't feel comfortable sending it but did anyway. The flexibility would make the whole EOY summaries drafting and sending process much more streamlined and less time consuming, and more importantly, we can trust the summaries have the accurate information.