104 results found
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Donation UI Feedback
Please provide feedback around the Donation UI update here.
27 votes -
salutation
Make Household Salutation and/or Donation Advisor Salutation available for tax receipt templates
20 votes -
Ability to copy a donation that applies to one payment
It would be helpful to copy a donation that applies to one payment. For our giving event, donors send in one check that could be for multiple different non profits and it would save keystrokes if I could copy the initial donation that applies to the one payment.
8 votes -
Add Donation Type: Properties
Please add a new Donation Type as "Properties" with a sell function similar to Public Securities entry and sell processing. Our foundation receives donated properties that must be "sold" that have gain/loss that needs to offset on the correct asset general ledger account. This would be a huge help to the Finance Department.
14 votes -
DAFPay | Opt-out
We would like the ability to remove or block connections with DAFpay. Currently the block occurs after a donor has linked their portal to Chariot's (without our permission or visibility). Instead, that block should exist at the start of the donor's attempt to connect DAFpay to CSuite's donor portal. We feel this is key for maintaining data/donor security.
25 votes -
Word Document Option for Donation Receipt Envelopes
Currently, the Print Envelope feature only generates PDFs. Having the ability to download envelopes as a Word document would be extremely helpful, as envelopes often need minor edits before printing. With the current PDF format, the template formatting frequently shifts and addresses spill onto a second page, making them difficult—or impossible—to edit and print accurately.
Since Donation Receipts already include a Word download option, it seems this functionality may already exist on the development side and could potentially be extended to envelopes as well. Adding a Word option would provide much-needed flexibility and significantly improve usability.16 votes -
Show Cancelled on Promise Status or Allow Deletion of Record
I am bringing back a couple of ideas you have previously archived. It is not clear whether the system architecture will not allow these changes to be made or if there is insufficient support for the idea. However, the way the system is behaving today is extremely misleading.
Situation:
When adjustments are made to a promise record, the system does not allow it to be deleted. The only option is to Cancel the promise record.Problem:
In the promise details, you can see that the promise was cancelled and the amount was cancelled. HOWEVER, on the Engagement tab of the…4 votes -
Resort order on new donation entry
I would really like the Additional Information section to come BEFORE the Tribute Information section.
And I would like the "Needs tax receipt" to be right under or above the "Receipt Template". Not all the way down the page by itself.
We use the Additional Information section on EVERY gift and only use the Tribute Information section on a few gifts.
15 votes -
Add Donation
Thank you for the updates to the Add Donation page. I wanted to share a few observations that might help improve the user experience:
The Process button currently appears in the middle of the page, which can feel awkward unless you’re on a larger monitor.
Since most of our gifts come via check, the workflow for entering check donations could be more intuitive. After selecting “Check,” the next section is Tributes, and the Check Number field appears much further down. On smaller screens, this makes the page feel cramped, while on larger screens, it feels overly spread out and difficult…
15 votes -
Turn off or modify email for non-gift
We would like to be able to either (1) turn off donation emails related to non-gift donation types, or (2) be able to modify the donation emails to have more appropriate wording related to these donation types. It appears there is only one Donation Notify Email Body within Communication Content that can be assigned in this area and it would be helpful to customize the body of the email based on the donation type.
4 votes -
Multifund security donation
Currently, multifund donations can only be processed via check/ACH. We would like the ability to process a stock donation similarly rather than splitting the shares up into multiple transactions.
4 votes -
Single Year End Receipt for Recurring Donations
Please integrate an option for a yearly consolidated tax receipt that would issue a single tax receipt number for all annual recurring donations, instead of having to send12 separate receipts at year end. This is standard practice in Canada and is required to comply with Canadian law/CRA. We are not able to send a summary document with all receipt numbers listed, although being able to attach a summary to the single receipt is nice, but not necessary.
7 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
16 votes -
5 votes
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Fund Reps should not see interfund donations that have not been processed
Hello - we have had issues with fund representatives being able to view partially posted interfund gifts to their fund, namely interfund gifts in the approval bucket. We would really like to be able to have an additional new bucket to stage grants so that our new bucket does not get so cluttered.
3 votes -
URL, QR Code export for Giving Hub via custom reporting
The links and QR codes for the giving hub are available on each fund. However, exporting a full list is not available. This is a request to create an easy export or custom reporting field to get these out of the system in bulk more easily.
Additionally, please include the affiliate funds/affiliate giving hub funds when building this out.
8 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
donation type on donor profile
Would like to see the donation type (cash, securities, etc.) displayed on a donor's profile detail/summary.
13 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
14 votes
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