173 results found
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Batch Approvals
Currently, you have to finalize approvals one-by-one. I work with a foundation that gives the same amount of grant to every grantee. It would be helpful to be able to select multiple organizations in the portal and give them all the same decision, similar to how we can do a batch denial or give multiple organizations the same follow-up.
3 votesHello,
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Fund Advisor Donation Notification
With the Fund Advisor donation notification, the only fields allowed are donor name, amount, and description. For our fund advisors, this is not enough information with each email notification. In order to write thank you letters, our fund advisors need the physical address and/or email address. In our previous system, we were able to send all of this information for each donation. It would be great if Foundant could include those fields in the notification.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donation notification should include the donor address
All donation notifications should include donor address.
We have a very active fund where Stripe is used heavily for donations and the fund rep receives the auto notification of the donor's name and donation amount; but we have to constantly email her the donor addresses because the Stripe donations post automatically as well. This is very inefficient when the software could be doing this for us.
When we receive a donation by check, we type the address in the description line, so that the auto notification includes the address, but this is inefficient as well.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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posted donations tab does not show fund name for interfund gift
Please provide the name of the fund on the "posted gifts" tab for interfund gifts - this is an important view and not sure why it was taken away, it used to be there on the old donations view tab...
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Create donation tab
Can we get the Create Donation button at the top of the left side column list or at least all caps and a different color? It gets lost in the text to my eyes. Or am I missing a more obvious location from which to add a donation?
2 votesHello,
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CC fees recorded to seperate income fund
If a donor elects to cover the CC fee of a donation, it would be nice if this amount could be recorded under a separate income account vs fund contribution.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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.
…
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add a file upload field to donation import
In order for the donation import option to help streamline recurring debit authorizations, we need to be able to attach a support file. Otherwise, we still have to open every donation to attach the support.
I appreciate your consideration!1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Donation Advisor - letters are backwards??!!
We are struggling to produce an accurate letter for gifts that come through with a donation advisor (we call it soft credit). The letter produces for the donor - but we want to thank the donation advisor. Example - someone that gives from their donor advised fund. It's ironic since CSuite is built around DAFs!! Please improve the ability to recognize a donation advisor in a letter!
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Mailing Label - Title Optional
It would be nice if an 'optional' box could be checked next to the Title field for organization records. I'd appreciate the flexibility to not include the title on mailing labels. Thank you.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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?
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Consider adding graphics content capability to the donation acknowledgement page.
Consider adding graphics content and more formatting and message options (ie, title, paragraph formatting) capability to the donation acknowledgement page.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Ability to not auto-post Stripe transaction
When stripe transactions are brought into CSuite, put them in the NEW bucket (like they were manually entered) and not be posted so they can be edited prior to posting. Currently, we unpost and change the majority of our stripe donations because the default account is not where they need to post. With donor notifications turned on, the donor receives multiple emails for our behind the scenes work to make the books right.
A request with a similar title was submitted/implemented but it only changed auto transfer/deposit not posting. That actually caused more work on our end and didn't resolve…
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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online donation confirmation email without an attachment
Have the ability to send a confirmation email for online donations that does not include any kind of tax receipt. Most online "shops" send an email to confirm receipt of payment and we would like to do this. However, we have many tax receipt/acknowledgements that need to be manually edited before being sent that we don't want to automatically send those via email. Especially for events where tickets are part of the purchase process and there is a charitable and non-charitable piece to the payment.
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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How to mark a donation as a new donor
Is there a way to add a box marked new when you get a new donor that gives?
1 voteCould you use a custom field to configure that data point. https://support.foundant.com/hc/en-us/articles/4409038143511-Custom-Fields-Overview
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Goaled Fundraisers through the Online Donation Portal
Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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.
13 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Donate Button Style
Would be great to change the color of the donate buttons. That blue really clashes with our logo (let alone being just not nice regardless) It's very important to me to keep branded and us looking good across all that we do.
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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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…
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donations - check box for hold posting
After entering a gift, there are times I find I need to hold posting it (for one reason or another) and then need to reach out to the co-worker who posts donations and ask they hold on it until further notice. A "hold for posting" type check box would be helpful in these instances.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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