Welcome to Luminate Ideas!

Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Ability to pull report for Constituent/Donor totals for YTD rather than each individual transaction separately

This would be useful for tax purposes at the end of the year.  If we have someone that donates to 3 different events, they are going to be bombarded with our tax letters showing each total, but not one comprised total at the end of the year.  For example, if they donate $25 to one campaign, 100 to another, 75 to a third.  They are going to get at least 3 different letters showing different totals.  If we could run a report that shows the individual has donated a total of $200 YTD, we can send one letter from our organization as a whole rather than 3 separate letters from each event/campaign.

  • Guest
  • Jul 28 2016
  • Reviewed: Voting Open
Area of the Product Donations
Org/Company Name LLS
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