It's that time of year! Learn how to customize and send your contribution statements to your supporters. Note: We recommend resolving any duplicates records prior to generating the report. Once prepared, you can choose to email supporters (with an email address on file) an attached PDF of their statements. An admin will be emailed a PDF of statements (for supporters without an
It is really easy for your supporters to print their own yearly donation statements from their Donor Portal. Here's a quick video showing how: Questions?
Securely collect donations for your nonprofit with flexible and convenient donation processing. REACH allows you to accept one-time or recurring online donations and provides you tools to manage your offline donations. Recent donations are prominently shown on our comprehensive dashboard, giving you quick insight into the financial health of your nonprofit so you can
Automating time-consuming tasks can save you loads of time every week. We offer a wide range of automations to make your job of running a nonprofit easier. Besides simply saving time, our CRM automations have several benefits helping you to focus on your most important tasks: Increase your donations by requesting additional donations to
Benefit from an overall, improved performance. Other notable updates include: Scheduling: Reports can now be scheduled to run weekly (on the day of your choice) or monthly (on the date of your choice). Multi-Select Dropdown: Choose any combination of groups, affiliates, purposes, payment types, items, etc. when generating your reports. Customize Your Display: Choose
We now provide the option to include General Ledger (GL) codes as a way to further record, designate and track your accounting transactions. GL codes will be included on your transaction descriptions and available in your donation reports and exports for accounting (such as QuickBooks). In REACH, GL codes are tied to donations for
We have added birthday filters on our Sponsors Report and on the custom Supporter Exports. We want to make it easier for you to find out when your supporter's birthdays are so you can send your birthday wishes. Learn More
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