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130 results found

  1. Split donation

    A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.

    This idea is not "implemented."

    Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…

    132 votes

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    Planned  ·  14 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Recurring Donation - give donors option to end or change amount on portal

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    18 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    11 votes

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    2 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Please add the ability for more than one advisor to be credited for a soft credit on donation records. This is an important function.

    This has been suggested in the past and would be very helpful in instances where a couple divorces or multiple people need to be soft credited for a contribution such as where a family DAF or PF is concerned external from the Community Foundation.

    18 votes

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    Planned  ·  0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  5. Make "Grant Requests" Header Editable in Grant Catalog

    Currently "Grant Requests" is hard coded as the header at the top of any grant catalog page and is unable to be removed or edited. We currently use the grant catalog to accept and track donations to grants and funds and do not use it to accept grant requests. It is confusing for donors to see “grant requests” as one of the most prominent things on the screen when that doesn't apply. It would be wonderful if this text could be removed or edited. Thanks for considering!

    8 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 11 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  7. New tax receipts--too many clicks!!

    Please cut down on the number of clicks required with the "new" bucket setup for the process of printing tax receipts, envelopes, and marking sent. The new system is unreasonably cumbersome for such a basic, daily task.

    10 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  8. stripe

    Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.

    27 votes

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    Planned  ·  3 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Accidental duplicate donations by donors

    It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    23 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

    73 votes

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  11. Tax Receipt Templates - Campaign Event Name

    Currently there is not an option for the Campaign name to populate into a tax receipt letter. Many donations we receive are linked with Campaigns and it would simplify our process to have this field available since we would have to manually add the Campaign name in the case a donation is linked with an "Event".

    Example: We have an Annual Appeal for our Women's Fund Program, so a Campaign Event is established in CSuite. When we receive donations associated with said Campaign Event, the gifts are then linked but this information cannot be pulled into our tax receipt letters.

    5 votes

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  12. Put on each profile the date it was created

    It would be helpful to have a Date Created on each profile. That would help us narrow down if it was uploaded from a mailing list or if it was a Stripe donation or a Campaign profile.

    10 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    18 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  14. review buckets

    It would be helpful if once a donation is reviewed, it doesn't automatically advance to the next donation requiring review. That way, a tax receipt (if needed) can be generated without also having to return to the receipt bucket.

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  15. Create donation levels

    It would be great to have suggested gift levels: $25, $50, $100, $500, $1000 with the option to use it or not. This was a popular idea in the Summit session about customizing the donation portal.

    16 votes

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    2 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  16. Option to Remove Fund Group Headers from Promoted Funds List on Online Donation Portal

    Currently our promoted funds list has to be organized by fund group; however, many donors aren't familiar with the different types of funds, so it would be great if the fund group headers could be removed and the funds could be sorted in any order we determine. Thanks for considering!

    6 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Donation review bucket

    I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…

    9 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Download Email Tribute Letter/Mark as Sent

    I would like the ability to download a tribute letter that is marked as email for notification. Our executive director writes a personal note on it, I scan it, and then email it from my work email.

    Also: It is now marked as sent as soon as a tribute is downloaded. That isn't always the case for us because I download one letter, put all the donors on the letter, and then send it. I send them out weekly if there are a lot of donations.

    13 votes

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    2 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Tribute Field Update/Donation Portal Setting

    It would be great to have the option to include Custom Messages for donations on the donation portal. Currently the only option for the donation portal is to have Donation Notes, which is not an option on the Template Fields List for our Tribute Notification Templates.

    This means that we either have to leave out the donation notes from donors to the individual they are sending the tribute to, or we have to cut & paste the donation note into the custom message section (as this is a field that can be mapped to the template)

    The other option is…

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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  20. internal donations

    For internal donations - When viewing posted donations on the donation tab, it would be very helpful to be able to see the "sending fund" name. Could a separate column be added for that info or perhaps a separate tab for viewing "posted internal" donations?

    3 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →
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