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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