YTD contributions and grants on fund statement
Our donors like seeing their donations and grants detail on their statement which currently shows only the grants/donation detail for the period the statement is for. We would love to be able to show YTD contributions and grants they've made on their quarterly statements. Q2 statement should show grants for Jan-Jun, not just Apr-June.
This can be used for our endowments as well. If they had distributions, they can see when they took distributions if we show YTD data.
Thank you so much for voting and considering this idea!
Emma Schwarz
shared this idea
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Alicia commented
Hi Emma, we just use the custom date range in order to get YTD numbers in our fund statements. This, of course, means that ALL of the data on the statements is for YTD (i.e. income and expenses in addition to donations and grants), so that may not be what you want! But it works for us.
In order to do that, however, I believe you need to make sure your funds are not set to get a fund statement at any interval.