125 results found

1. Connect Tributes to Profiles

   Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: 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 for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: 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… more

2. Remove Tribute Notification Address Requirement

   Remove the requirements on entering an address for tribute notification. Most of the time the donor does not know the address, so we should not halt their donation if they don't know it or make them somehow find it. Not a good experience for the donor!

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   Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   8/2/2023: 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 for the Tribute to be displayed on the Donation Page.  The Private Status will not allow for that tribute to be displayed on the Donation page.  To allow for the Public Tributes to be displayed on the the Donation Page, clients will need to enable the Search Public Tributes from the Tributes Settings menu.   We have also added the ability to set tributes to public or private using a bulk action.  From the Tributes list page, there are two new left hand menu items, Mark Tribute Public and Mark Tribute Private. Using one of those menu items will create a table to mark all or a selection of tributes to public or private.

   Additional enhancements to Tributes is the ability to Add Notify.  This will provide a quick way to add additional people to notify within the tribute record. From the tribute record in edit mode, there is now the ability to unlink the profiles and/or delete profiles.

   Tributes workflow was enhanced  similar to the tax receipt workflow. This new workflow can be accessed from the Donations Tribute bucket, and will now have a Tribute Notify left menu option.  This will populate the list of tributes and the bulk actions available:  print-word or pdf, email, create labels, or envelopes. and mark the tributes as sent from this list. Once the tributes have been marked sent, the information of the person notified and the date will appear in the tributes section of the corresponding donations.  To resend a Tribute, clients can clear the tribute from the donation record, add the tribute, and it will then populate back on the List Notify . For performance reasons, we have decided not to populate the count at the top of this Tribute bucket.

   To allow for a little more flexibility with tracking and managing tributes, we have added a non-notify tribute. This will allow for clients to track tributes that do not require any additional notifications, but they still want to be able note that the donation was in Honor or in Memory of a person. Clients can use the non-notify tribute section to populate tribute information without creating tribute.    rom a donation record after the donation is posted, the tribute add option will display with the non-notify tribute or the tribute notify sections.  We  have also added the ability to report on the Non Notify Field from within Custom Reporting.

   When using donation imports, added the ability to populate a non-notify tribute to a donation.  When using the donation import template: ONLY populate the memorial_name field, leave all other memorial fields blank. Also, updated the memorial_notify_method options to (mail, email).

   A new Tribute Permissions for  Settings was added with this release.  This permission is enabled for the Admin group.

   8/2/2023: 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… more

3. Allow credit card fees to apply to Operating fund

   Currently, credit card fees are automatically applied to the fund the individual donation is for. Is it possible to create an option for the foundation to choose what fund the credit card fees are automatically applied to (example: Operating fund)? Otherwise, our foundation will have to do constant interfunds to move them to Operating.

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4. 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.

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5. 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!

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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   This 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

6. Include org role as donation filter option

   Donation filter options include some, but not all, key profile tags. Including org role would allow us to pull donation info for key constituent groups - like our board members and volunteers.

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7. 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.

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8. 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

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9. Donation portal fund sorting

   Currently the donation portal funds are sorted by the Fund's Group in CSuite. Given that we are able to segment funds further by subgroup, divisions and segments, it'd be great if we could instead choose which criteria to sort the portal by e.g. via the Fund's division rather than group.

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   Implemented  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   We will not be updating the sorting of promoted funds by group in the legacy donation portal.  If you enable the new donation portal, promoted funds will sort alphabetically or in the order you set.  Here is a link to the help article to set up the new donation portal:  https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal

10. Identify Deceased Profiles/Households in Donation Creation Dropdown List

    When you go to Donations --> Create, you are currently able to select deceased profiles/households from the dropdown list to link to a new donation. Is there a way that the deceased profile/household will not show in that list? OR Is there a way to note that the profile/household is deceased in the dropdown just as it's noted when you search in Profiles?

    We mainly find this issue with deceased households as many donors are still using checks that have their deceased spouse name on the check.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name and designation will appear in the browser tab at the top of the page.

    Below this header box, profile data has been organized in tabs:  Details, Relationships, Engagements, Files, Notes.  The left side menu will change depending on the tab a user has selected. The Details tab will house the rest of the profile information such as addresses, emails, birthday, salutations, task and custom fields. The Relationships tab includes: Opportunities, Household Members, Profile Funds, Types, Profile Links and Philanthropic Interest Area. Engagement tab includes:  Active Campaigns and Similar Profiles. Just a quick call out, there is a new left-side menu to a new report List All Campaigns which will return a report of active and inactive campaigns. Files and Notes tabs will be the last two tabs and will retain any files or notes for the profile.

    For easy navigation, Designations have been moved to the top of the page as well. Clients can easily use the “make” action item to add a designation to a profile.  Designations will become bold as you navigate to one.  The Designation pages will also follow the new tab system to allow for the profile header to stay on each page.  The option to Make Affiliate/Supporting Org remains in the left menu of the main profile page for organizations.

    Enhancements to the deceased and inactive checkboxes. The deceased and inactive checkboxes will now have functionality. When marking a profile deceased, it will also make the profile inactive, mark the address, emails, phone as inactive, and the designations: vendor, student, and grantee. This will also not allow the profile to be used when selling tickets, recording donations, creating vouchers/grants.  Print Envelope option from the profile will no longer be an option on the left-side menu once a profile is inactive. The deceased and inactive field is an option available to be set in names bulk update. The deceased and inactive checkbox will also add the inactive and/or deceased label in red at the top of the profile header box.

    Best Practice for receiving donations for a deceased profile would be to create an estate profile to received the donations and then link the new estate profile to the deceased profile.

    The ability to assign pronouns to a profile is now available.  If populated, the pronouns now populate in the header, directly after the profile name at the top of the summary box.  Up to three words can be included in the profile field.  This will be a preset list of pronouns: e|ey|em|eir|eirs|eirself| he|him|his|himself| per|pers|perself| she|her|hers|herself| they|them|their|theirs|themself| ve|ver|vis|verself| xe|xem|xyr|xyrs|xemself| ze|zie|hir|hirs|hirself.  A pronoun cannot contain a numeric or special characters, no spaces, and they will be displayed in ( ) separated by /. For example: (a/b/c). Updating pronouns will also be available from the Bulk Update and then using Names.  You will be able to add the pronouns using a comma to separate more than one pronoun on the .csv.  For example, you will enter she, her, hers for these three pronouns to display on a profile.

    When creating a profile you will now select to create an individual, household, or organization.  Then once you select the type of profile to create all fields will be available on the creation of a profile.  Just a reminder, foundation workflows may need to be updated with new creation of profiles.

    Permissions: No Permission updates with this release.

    5/3/2023: Profiles have a new a look with this enhancement.  Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software.  Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.

    The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed.  This summary includes an image, primary contact information, last donation date and pronouns.  With this new layout there will be an icon next to the profiles name at the header.  This will allow a User to easily identify an individual, household, or organization record.   Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name… more

11. Public Securities Reports

    It would be great to have a reporting option for the Public Securities data in our system. Especially for annual stock distribution reporting. A report that has the options to include quantities, donation amount, sales price, highs, lows, etc.

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12. Online Donation Page- Recurring Donations

    Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.

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13. Flag a donation from a donor if there is an outstanding pledge payment due.

    When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.

    Thank you for your consideration.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    The pledge is displayed across the top of the donation creation screen. 

14. 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.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This 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.

15. Connect Event Skin to Individual Ticket Pages

    We set up a custom skin for a signature event. However, the individual ticket pages pull from the Donation Portal Style and skin, not the Event one. We would like to see those ticket pages pull from the Event skin.

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    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Campaigns:  Enhanced the campaign workflow to help with the tracking of events and mailings.  Each campaign will now be associated by type.  Campaign types are event, marketing or historical.  The assigned type will drive different campaign functionality.  A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign.  Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents.  Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation.  Campaigns will still be managed by user defined categories and can be archived within the category list.  The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu action items.   The campaign name, logo, description and dates will remain static at the top of tab as a User navigates from tab to tab.

    From the main tab, users can see the start and end date of a campaign, goals, total rsvp’s, total seats available, and create financial reports for the campaign in the left hand menu.  The notes tab will  be a place to easily find notes associated with the campaign.  The files tab will allow users to manage any files attached to the campaign.  The profiles tab will hold the list of invitees, rsvp's, and attendance for the campaign.  If the campaign is an event, three additional tabs will appear; tickets, groups and requests.  The ticket tab will allow users to set up individual tickets, pricing and track ticket sales.  The groups tab will allow users to group guests together. The request tab will have the same functionality to allow clients to track different requests for the campaign.

    Tickets have additional enhancements.  Tickets can now have a non-donation revenue and donation revenue account and a unique start and end date.  A ticket receipt template can be set for each ticket type, and be assigned to a different fund from the main campaign.  Each ticket can have it’s own number of seats available and clients can now track number of seats available from the individual tickets.  Free tickets will also no longer appear on the donation portal as $0.00 tickets.  When selling a ticket from the ticket tab, you can now chose to create a receivable for a guest.  This will allow the foundation to send an invoice. Foundations will also be able to select a ticket notify person from the foundations user list, with this enabled the user will receive an email with the name of the guest and number of tickets purchased for the event.

    When using the update profiles within the profile tab, there are additional filters available for adding profiles to a campaign. For example, when selecting a donation filtered list the new options will be: Add the profile list unmodified, choose household members as guest, add all non-household profiles, or cancel.  The add the profile list unmodified will add the household profile and individual/org profiles. Choosing household members as guest will add the household profile to the list allowing the user to choose which household members will be added as guests. Add all non-household profiles add profiles to the list as follows:  If a profile is a household, add just the members of the household. If a profile is a member of a household, add all other members of that household. If a profile is not part of a household or is an org, it is added. No profiles are added as guests. No household profiles are added. Cancel will allow the client just to start over.

    To the main tab, we have added a goal for the campaign, total donations, total pledges, and total invoices.  From the main tab, clients can all see the number of seats available, sold for the event, and total ticket sales; along with RSVP and attendance information.  In addition, there is an option for an internal description on the main tab. From the main tab left hand menu, a user can now copy a campaign, this will allow foundations to easily set up a new campaign with the same criteria as the copied campaign and then add profiles. There is also a delete option from the main tab that will allow clients to delete a campaign, as long as there are not any profiles attached.

    Mailchimp can be linked or unlinked from the left-side menu on the details bucket.  Once linked, the Mailchimp Tag  will appear on the details information. You can select the Tag to see the emails and the subscribe or unsubscribe from Mailchimp. You will also sync to Mailchimp using to the Tag link. There will also be an event log on the left-side menu from within the Tag information.

    Campaigns:  Enhanced the campaign workflow to help with the tracking of events and mailings.  Each campaign will now be associated by type.  Campaign types are event, marketing or historical.  The assigned type will drive different campaign functionality.  A campaign categorized as events, will allow a user to create tickets, groups, and requests for the campaign.  Marketing will be used if the campaign is intended to create a mailing list to communicate with donors and other constituents.  Historical will be a way to move completed campaigns into a separate list for campaigns that are no longer being used by the foundation.  Campaigns will still be managed by user defined categories and can be archived within the category list.  The campaign page has been redesigned to have a bucket system just below the event information and image at the top of the page. Each bucket will then trigger different left hand menu… more

16. Fund Advisor Permissions - Donor Portal

    Fund Advisor Permissions - Donor Portal
    Would like fund advisors to be able to see donor names with gift date and address, but not the donation amount. Currently, the donor portal only allows you turn on/off the donation tab which includes everything.

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    Implemented  ·  1 comment  ·  Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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17. 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.

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18. sell ticket

    Add a field for additional donation when selling tickets, similar to purchasing tickets online.

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19. Donor portal stylization

    In the same way that the public facing donation portal can be stylized by fund, we would like to stylize the donor portal by fund. Some affiliates require their own branding or co-branding, which needs to be reflected in both public and fundholder facing portals.

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20. 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.

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