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2 results found

  1. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    52 votes

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    Planned  ·  2 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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  2. 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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    Planned  ·  4 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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