Product Updates 8.30.2026
New features & improvements
A new organization setting lets individual household members give, with their gifts rolling up into the Household record and providing combined giving statistics such as Lifetime Giving, Year-to-Date Giving, Largest Gift, and more. This setting is off by default.
The QuickBooks Online integration now supports reusable gift filters, giving you more control over which gifts sync to QuickBooks based on criteria such as a custom field value. This is Optional. Only gifts matching the conditions are sent to QuickBooks Online. Gifts that do not match are held back and sync on a later run once they do. Leave empty to sync every eligible gift.
When creating a pledge, you can now select the gift type that will be used for resulting pledge payments instead of defaulting all payments to Donation
Addressee and salutation fields for contacts with spouses now consistently use “and” instead of “&.”
The OneCause integration can now be configured to sync Company contacts as Organization records in DonorDock. This setting is off by default
Bug Fixes
Updated Ask Boards and the Forecast Dashboard to use the actual Ask Amount when one has been recorded instead of the Planned Ask Amount
Fixed an issue where CSV exports were not generating from the Email Click Contact, Unsubscribe, and Pledge Balance reports
Fixed an issue where Stripe recurring gifts could fail to record when a duplicate badge or marketing list assignment was encountered
Updated email tracking to prevent activities from being recorded on archived or inactive contacts
Fixed an issue where incoming text messages that did not match a keyword could result in an error
Improved template Save As functionality to support saving a template as a different type, along with fixes to unsaved change detection and auto-save behavior
Fixed an issue where Ask Stage filtering was not available on applicable automation triggers and action steps
Removed trailing whitespace from Display Name values in contact exports