125 results found
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Errors in red
Is it possible to see any errors on the create donation page and/or the donor profile page - appear in RED?
Currently, if there's an error in the donor profile, for example, the system does not alert you to the error, it just stops you from processing the donation.
3 votes -
Export Field Selection Defaults
It would be beneficial if we could set default field selections for filtered report exports. This would immensely with the first update that occurred on 11-14-18. This would help with pulling consistent filtered reports from the donations and pledge areas.
3 votes -
Donation Page Order of Funds
Under each group of funds on the donation page, have the ability to choose the order of the funds, in case one is being promoted or a fund is a subfund of another fund.
3 votes -
anonymous
I would like the option to filter Profiles by those entities that wish to be marked Anonymous. This is currently tracked on the Profiles with a checkbox but is not an option in the Profile Filters. I know I can filter by Anonymous donations, but I want to filter Anonymous Donors as well.
3 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 -
make donation date available to Donation_notify_email_body
It would be useful to have the donation date available to Donationnotifyemail_body for clarity.
2 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Donation count
When you run a donations report, it gives you a list of donations with the total dollar amount at the bottom. Can we get the total count of donations as well? I have to export this report to excel to do a count and that's very time consuming.
2 votes9/8/2023: I Donations: Added a Total and Selected Total amounts to the Post all when processing donations.
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donation creation ts
I would like to be able to filter by donation creation date, not just donation date. We often receive donations that have an earlier gift date (checks, matching gifts), and for reporting purposes I need to be able to differentiate between these two dates.
2 votes -
2 votes
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show profile types in heading
Someone might have a personal profile and an organization profile. By including "Org Profile" in the gray bar, it would allow you to quickly see which profile you are viewing before adding a donation, editing or adding a campaign.
2 votes5/3/2023: 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…
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Editing Historical Donations
Currently, anyone with permission to edit an un-posted donation can edit historical transactions, including items such as the amount of the donation, which were imported on system conversion. This ability should instead be limited to users with permission to post and un-post donations. Currently historical donations from closed periods can be easily edited, causing a difference between the general ledger and donation reports.
2 votes -
Donation Date Locked after Posting
Donation date should be locked down as soon as the donation is posted to ensure the listing of gifts for a given period ties to the general ledger. Currently, donation date can be modified after the donation is posted which means the donation date may not match when it is reflected in the general ledger. A change in donation date should require the donation to first be unposted and then reposted to ensure proper cutoff.
2 votes -
Thank you templates attached to funds
Our organization uses very different thank you templates depending on which fund they donate to, so it would be really helpful if we could attach unique templates to the fund and have the system look there first for which template to use before going to the default in system data.
2 votes -
Have fund list on the "Donate to Fund" page be sorted by Fund Name instead of Public Name
Our fund names are arranged so that the donor's last name is listed first so that our funds sort alphabetically by last name. e.g., "Carreon, Allie & Ed Family Fund." But the Public Name should be "Allie & Ed Carreon Family Fund." Unfortunately, because the Fund List on the Donate to Fund page sorts by Public Name, this fund would show up in the A's, and not the C's. We would like to be able to sort the Fund list by Fund Name, but have the Public Name be listed, so everything sorts by the LAST NAME embedded in the…
2 votes -
Pass on Processing Fees for Tickets
So, we can currently pass on processing fees for donations. Can we also have this option for tickets as well?
2 votes -
ability to make additional donations for free event tickets
The system currently allows you to collect additional donations for events that have a tickets price >0. We sponsor several free educational events throughout the year, and would like to be able to collect donations for these events.
2 votes -
donation page
I would like to have the option of selecting the order of the funds promoted on the donation page instead of just by group. Some of our funds are in a specific group but I would like them in a different order based on the time of year.
1 voteThis is available in the new Donation Portal. Here is a link to the help article with instructions on how to implement this new feature. https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Stripe - true cost?
I am concerned of the cost of Stripe - It seems to be creeping up. The last example I pulled it was 3.6%, yet we tell a donor it's 3%. Has anyone else noticed this? $200 donation was charged $6.10 for the Stripe fee (3.05%) - then we were charged $7.22 (3.6%).
1 voteFoundant does not control the Stripe rates, so I am going to mark this implemented. Have you applied for their nonprofit rate. It is currently 2.2% + $0.30 per transactions. Here is the link to the support article on Stripe's website to request this rate: https://support.stripe.com/questions/fee-discount-for-nonprofit-organizations
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Importing Donations with Tributes
When importing donations with Tributes, we often do NOT want to notify anyone. We just want to record the "in honor" name. We used to not be required to enter any notify information. Now we are required to enter notify method, notify name etc. Could we go back to not being required to enter those fields? Thanks!
1 vote8/2/2023: 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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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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