Finance

Add the ability to enable Automated Payouts in the Dashboard when nonprofit status has been verified and one success payout is complete.

Allow admins to decide frequency of payouts for automated payouts

The ability to customize the dollar amount of the automated payout initiation. The ability to turn on automated payouts for some campaigns and not others.

Allow soft-credited gifts to count toward donor lifecycle status and retention reporting, ideally as an optional setting. A donor who previously gave directly and switches to monthly DAF giving can currently appear as a “Lapsed Donor,” despite ongoing soft-credited gifts showing on their contact profile. Organizations need to recognize that continued support without treating soft credits as additional tax-deductible donations or double-counting revenue.