125 results found
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Tribute Templates by Fund
The ability to assign tribute templates by fund instead of by the individual tribute would be very useful. In our experience, every tribute donation we receive is only for one fund, so assigning a template at the fund level (similar to how it's done for donation templates) would save us from remembering to choose a different template when we don't want the default used on certain funds. Thanks.
14 votes -
allowing donor option to pay credit card processing fee
We would like to to see an option for online donors to choose to pay the credit card processing fee with their donation. We have seen this on other online donation sites.
29 votes -
Fund listed next to donation amount on donation tab.
We would like to see the fund name listed next to the donation amount on list of recent donations on the Donation tab. It becomes cumbersome to click into several gifts to find where the gift was posted.
19 votes -
Special Handling Codes
Was wondering if there is any way to create special handling codes for profiles, donations, and funds that would allow an alert to pop up if there is something specific a colleague should know when reviewing each area. An example would be if we have been asked by a donor to not send an acknowledgement letter until the end of the year for all the gifts they give. When we enter a donation from that profile it would alert us to not send a thank you letter. Thanks for considering.
15 votes -
Add Donation Description field to Online Donation
We have donors who wish to designate a program or project within a fund they want to support. Collecting the Donation Description during the checkout process that autofills into the donation and could be edited would be so helpful.
10 votes -
sell ticket
Add a field for additional donation when selling tickets, similar to purchasing tickets online.
10 votes -
duplicate and recurring donations
Would be great if we could duplicate donations the way you can duplicate/copy vouchers.
We have some donors that give the same amount every time (but not recurring).
It would also be good to have the ability to choose the payment method for regular recurring donations that aren't paid by credit card (e.g. through direct deposit or Canada Helps, for instance). We have several monthly donors who don't pay by credit card and we currently have to enter the same information each month.
43 votesDonations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied, instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
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Deposit date - other payments
When adding donations paid by "other payment" (but not Stripe), the system automatically deposits them on the creation date after reconciling. Given 99% of our donations are manually added in the system after the deposit date, that means we have to click on the deposit ID for each donation, unpost, edit and repost.
13 votes -
Email Notification to Fund Advisors
Currently, when a donation is entered and saved, an email is sent out to any Fund Advisor receiving donation notifications. I think it would be better if this notification was sent out when the donation was Posted. This way, someone has had a chance to look over the donation and verify everything before the Fund Advisor receives an email.
39 votes -
Sorting in Community Donor Online Portal
One of our fundholders suggested this to me, and I thought it was a great idea. On the Community Donor Online Portal, when fundholders are looking at their Donation and Grantmaking history, it would be useful to be able to sort by Grantee, Amount, Donor name, etc. The ability to export here also seems helpful for fundholders.
17 votes -
donate to fund
on the Donate To A Fund page, the search/show all funds list option currently appears at the bottom of the page. We have a LOOOOONG list of funds so our donors end up scrolling a lot to reach the search box (or they use the keyboard shortcut of crtl+f to "find" on the active page). Is it possible to simply move the search/show all funds option to the top of this page?
e.g. https://cfok.fcsuite.com/erp/donatethanks for considering!
28 votes -
custom message
Would like the Custom Message to show up in the CSV export of the Donations report. That way it could be added to thank you letters using Word Mailmerge
5 votes -
Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Credit card fees posted to other fund
When processing credit card fees, paypal or other fees have the ability to charge the operating fund not just the fund receiving the donation
13 votes -
Donation amount merge field has commas in it
The merge field for donation amount prints a number with no commas. This is hard to read with large numbers. It would be good to have commas in the donation amount merge field.
9 votes -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
Donor Portal - Donate Option
I just spoke with a new donor who was using the donor portal and there is now a "Donate" button available to them where they can give to their fund online via credit card. Nice option, but once you get there, you go out of the portal and lose all the tabs and the only way to get back is using "back" button, and it's confusing. It would be great if the user did not leave the portal when using this option.
4 votes -
Inactivate Profiles
At this time you can only mark a profile as "deceased" if they are not active. This is not always the case in a living situation. Since donors may not have given donations in a while, you should be able to indicate their profile as "inactive."
48 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes
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