We need this for our monthly donors. We need Luminate to be able to produce an annual consolidated tax receipt (as opposed to automatically generating a monthly tax receipt) as this is what most donors prefer.

We need this solution to be easy to implement and duplicate (i.e. the solution must be intuitive enough that someone with only basic computer literacy could handle).  Many of the employees responsible for key features of the system (like event registration and donation management) only have basic computer literacy.