32 results found
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Fund Advisor Template - Total by Advisor vs Fund
We have many separately invested funds where the profile/donor and financial advisor are the same. One GL account may contain multiple funds to invest the balance in one account vs one account per fund.
It would be extremely beneficial to have the template for Fund Advisor Transfer Letters contain an option for the total by financial advisor instead of by fund. The financial advisors may not be aware that there are multiple funds invested in the single donor account. This is currently causing confusion and making the templates less useful then they could be.
1 vote -
Credit card acknowledgement tax receipt for events
Could you allow a different credit card tax receipt template for an individual fund, which is hosting an event and thus needs a template that says only a certain portion of their donation is considered tax deductible? Or, alternatively, allow us to turn off the automated credit card tax receipt for that particular fund? Right now it is an all the same or nothing option for credit card tax receipts.
14 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…1 vote -
Tax Receipt Template
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
1 vote -
For bulk year-end print receipts, print them in order of the report, not random order
The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!
16 votes -
online donation receipts
Alert: Online Donation Receipts Merge INCORRECT DONOR INFO
If a donor with an existing CSuite profile enters new contact information while making an online gift, CSuite will port that information into their profile before emailing a tax receipt. However, the tax receipt is merged using the primary contact information, NOT the new info the donor has just shared. This is true for both the mailing address and the email address.
Example: Joe and Jane have an existing household profile; Joe’s email is marked as primary. For Joe’s birthday, Jane makes an online gift to a fund they love. She enters…
9 votes -
Checks merge field option
I would like a merge field for the "vendor profile ID number" that I can print on the checks for quick reference to a particular profile since a lot of our profiles have similar names.
(Also for the global search to list profile id in results and be able to search by them but I went and found those ideas and voted on them.)1 vote -
Event Ticket Receipt - Guest Information Fields
Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.
23 votes -
Yearly tax letter envelope
We do a summary tax letter for our donors that show all donations made in a calendar year for every donor. I can easily export the letter listing all the donations in bulk. But I am not able to export the corresponding envelope in the same order. So I have to run two separate exports. And neither match up. I can't figure out the order of the way these are exporting. This should be an option with the yearly tax receipt. It is not efficient to spend that much time sorting envelopes to match correctly with letters
6 votesThe yearly tax receipt envelopes should now print in the same order as the letter. It is important to only create letters for donors with an address, otherwise the envelopes will not print.
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Scholarship Letters - Fields Available
We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…
11 votes -
Tax Receipt Templates - First name field for salutation
The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.
17 votes -
Add Online Donation Description to the Description Field not Notes FIeld
Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field
22 votes
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