Stock Proceeds and Year End Tax Receipt
We need the ability to use stock proceeds fields in the yearly donor tax receipts area. We have to do these 60+ letters manually each year. The are fields available on the donation receipt and should be available on the Yearly Tax Receipt. We need time to work on our templates before the end of December. Please add these fields ASAP so we can complete the tax letters for donors who gave public securities through cSuite.
6
votes
Tiffany Peterson
shared this idea
The following fields have been added as available fields for the year end tax receipt template: Today’s Nice Date, Public Security Fields in loop: Symbol, Quantity, Description, Unit Cost, Initial Value.
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Cathy Lippard
commented
I agree