45 results found
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address
Recently there was an change made where the system now requires an address and zip code when entering a gift. There are times when we don't have the address, only email address, so with this requirement, I am forced to enter incorrect/"fake" information, which then shows on the receipt emailed to them. Please consider removing this requirement.
11 votes -
email log for profiles
I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.
Thanks!
Missy Belles19 votes -
donations that are not eligible for tax receipt
We often receive gifts from other charities where we want to count the income as a GIFT, but the amount is not eligible for a tax receipt under Canadian Law. Currently the only way to manage in CSuite is to generate a tax receipt number for the transaction, and then simply not issue the receipt. This creates reconciliation issues for tax receipt numbers, which must be sequential and accounted for for Canada Revenue Agency requirements. It would be much better if we could select a "do not receipt" or "no tax receipt" option when donation is input which would suppress…
6 votes -
Template letter to thank anonymous donors
Would like to be able to use a donation template letter for anonymous donors.
24 votesYou can build your tax receipt templated to accommodate anonymous donors. Feel free to reach out to support@foundant.com with questions.
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Add function for alternate address
Add function to select alternate address when entering gifts into the system. Many donors winter in the South. Otherwise, it's a manual change on the receipt/thank you.
4 votes
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