Altru Ideas

Reports need a filter for including recognition credits

Our organization has a complex fundraising program and many of our donors give through DAFs and other third parties. We've noticed an increase in third party giving by annual fund donors since the tax law changes in 2019.

Unfortunately, most of the canned revenue reports are essentially useless to us because there is not an option to include recognition credits. It is a shame that we will need to build custom reports and won't be able to use the reports that came with the system, which was one of the 'selling points' for us. We essentially have no easy way to pull giving histories for our donors or compare year to year giving.

Please include this option for all relevant reports.

  • Guest
  • Feb 12 2021
Customer references Development staff
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