125 results found
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3% stripe fee wording
When donors go to checkout at the required checkout information and they can add the percentage to help cover the Stripe processing fees, the wording at the checkbox is not accurate. The default screen for the added percentage should read "to help offset the credit card processing fees" as we all know that this percentage does not cover 100% of the fees.
14 votesThis has been implemented. Here is the release note:
Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
-Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the descriptions to 255 characters. -
recurring donation
Our donors would like to be able to give a recurring donation split between multiple recipients each month through the online portal with their credit card. Or at the very least be able to split their one-time donation through the portal to go to various recipients.
1 voteThis is a current option in the Donor Portal. Donors simply have to select continue giving to make an additional donation (including recurring).
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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 -
Photographs and modernization for Donation Pages
In reviewing some historical ideas, I've come across this:
So often, a photo tells the story. Most online giving sites have space for an image to accompany a story. As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.
and in that same string -
"The donate to a fund page is so bare and "sparse" as one of our donors said."
It still is folks - one doesn't even see the uploaded fund image on the subsequent donate page. How…
8 votesThe ability to add images to funds, events, nonprofits and grants in a grant catalog are now available in the new Donation Portal. Here is a link to the article on how to implement this feature in Foundant's support hub: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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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.30 votesReference to the "cart" when checking out has been removed in the new donation portal. Please refer to this Foundant Help Article for more information on enabling this feature: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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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!
13 votesThis is available in the new donation portal. Funds sort alphabetically unless a sort order is defined. Here is a link to the Foundant help article for instructions on how to enable: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Reverse/CorrectTax Receipt
In the last year, CSuite offered the option to generate a new tax receipt serial # - this was often used when a tax receipt was accidentally marked as 'sent' or when corrections needed to be made to a letter. This function has been removed and tax receipts can no longer be regenerated, but now must be manually created. My suggestion is that users be given the option to regenerate individual tax receipts - especially for cases where letters have not been sent or corrections need made.
3 votesTax receipts can be regenerated on an individual basis. From the donation record, select tax receipt. You will be given the option to create a new tax receipt. Please contact support for further questions.
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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 votesDonations: Enhanced donations by adding a soft credit field. Soft credits can have more that one profile added to a donation. Soft credits will not be reflected on the donor profile. There is now a donation soft credit report in custom reporting. There is also a new table for csdata migrations to import soft credits on donations during migrations.
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Tribute Notify Person for Existing Tributes
When inputting a donation for an existing tribute, i would like to see the notify person in brackets [ ]. Since there can be multiple notify persons per person being remembered, it would be helpful to see which existing tribute should be selected when duplicate memorials appear.
6 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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add week and today to date filter options
Please add "this week, last week and today" to filter options. The filter donation date does not include anything for a weekly report, which is something we use alot" Just makes sense if you are going to include preset values you would include all of them , year- quarter- month-week - today
3 votes -
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.
28 votesThis has been implemented. Here is the release note:
Donation Portal: Added a radio button for Households. This give donors the ability to record their donations to as a Household when donating.
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memorials
Have tributes/memorials in CSuite be available for online donations to be chosen. With freeform tribute/memorial field on the donation page, we get variations of the person's name, especially if they use a nickname or abbreviation of their given name. This causes a new tribute to be created in CSuite but they are all the same person. If the donor could see a list of those already in the system and choose it, we would have a lot less clean up to do.
7 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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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.
14 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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990 Report needs to include the actual Donation (if stock the name of the stock and how many shares)
990 Report needs to include the type of donation (Cash or stock) and if the donation was stock needs to include the name of the stock and how many shares. My auditor is requesting it.
10 votesThis was released today. 990 Report: Added the public security details to the 990 donor export of the details report . This will allow clients to report on security symbol, qty of shares and until cost.
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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.
22 votesThis is available in the new donation portal. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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stripe
Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.
26 votesThe following was released on 12/7/22:
Donation Portal: Added an option in the donation portal to receive ACH payments from Stripe for donations and recurring donations. Stripe payments that come into CommunitySuite without a fee will not automatically be posted. Instead they will land in the till. This will allow clients to add the ACH fee once it has been processed within Stripe. Once they have added the fee, they can then deposit into their Stripe clearing account. A hyperlink has been added to the profile payment so that clients can easily review the transaction within Stripe. Clients will need to enable the ACH bank account payment method within their Stripe Account. Revised the language in an action button on the donation portal from "Pay with Credit/Debit Card" to "Continue".
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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…
142 votesDonations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left hand menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
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Fund Statements
It would be very beneficial to have the ability to break out donations and investment earnings within a fund statement, in other works allowing subtotals by account type. This would allow fund advisors to easily see the investment returns on their funds without having to manually calculate.
1 vote -
Allow merged records to retain credit card information
It would be very helpful if you allowed merged records to retain the credit card information for recurring donations. I've lost several credit card numbers during de-duplication and reaching out to them to ask for their card numbers or to reschedule their donations is too time consuming!
25 votes -
Donation Custom Reports - Add Donation Create Date
We have a need to see all donations created in the past week. We've been basing that on donation date, but you can enter a donation in the current week with a donation date before the current week, like when public securities are donated at the end of the year and it’s important to have that date for the donor. That’s one example. We really need the donation create date added as a field we can pull and filter on.
6 votes
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