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1. Tracking donations with other member activity

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   9 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   Amy Jennings commented  ·  Jul 7, 2016  ·  Edit…  ·  Delete…

   We have been in a donation campaign for the last month. Several members noted that they gave when they paid their membership (via the donation field we include). It doesn't appear that WA has a way for me to see what was a membership fee and what was a donation in this circumstance. I just spent 90 minutes going through individual records trying to determine who had given when they paid their dues. This is cumbersome for tracking, but also does not allow us to easily identify who should receive donation acknowledgment tax letters.

   I would also like the ability to see more detail when I download the payment report. I don't see where it lists events or membership type, which is very much needed for the reports my board requests.

   Thank you for addressing these needs.

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   Amy Jennings supported this idea  ·  Jul 7, 2016