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56 results found

  1. We would like the functionality for our fund steward's business contact information to only show in the portal and have another set of public facing contact data to show on promoted/public funds in the giving hub. this way we keep the personal connection within the portal and sensitive contact information away from the public.

    3 votes

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  2. It would be very helpful if we could bulk add year-end receipts to the portal so our fund holders can view their year-end receipt with all gifts in one receipt in one place. Fund Statements are generated and posted on the portal so it seems like the mechanics are in place to do something similar for year-end receipts. It would be great for our donors who have a fund, especially those who make multiple gifts during the year, to be able to view/print a year-end receipt from the portal.

    10 votes

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  3. In the Giving Hub, there is currently no way to differentiate between funds that appear on the promoted-funds page because they are promoted and those that appear there because a logged-in fund advisor is viewing the page. I would like to be able to apply different styles to those two types of fund cards so it is clear to fund advisors at a glance which funds are theirs and which are promoted. To enable this, please add classes to the fund cards that reference the reason they are appearing on the page, such as "promoted-fund" and "advised-fund."

    3 votes

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  4. Please allow for the giving hub to be manually sorted. This could be a sort order field on the fund record that allows for a number to be input, indicating the order it should appear on the giving hub fund list. It could also work in tandem with the currently alphabetical sort, sorting funds alphabetically that do not have a sort order set.

    1 vote

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  5. We would like to have the option to eliminate the "other" amount when using Giving Levels in the Fund Advisor Portal settings in the Fund record. When using the Giving Levels field to allow a membership fee or other type of donation that there should not be an "other amount".

    4 votes

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  6. Currently, the fund advisor portal does not allow to show combined balances of parent and sub-funds on the total balance. Can we enable this option for fund advisors?

    1 vote

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  7. It seems odd that there is a footer for the donation payment page and not the primary donation page for giving hub. We'd love to add some additional text at the bottom without having to employ a coder!

    14 votes

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  8. I’m wondering if this label ‘How do you want to be recognized’ could be changed to something like, ‘How would you like to be recognized if different than above.’

    I’m also wondering if it could be moved down to the Additional Information section instead of being in such a prominent location.

    6 votes

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  9. We need to be able to have more than one Event Ticket Tab Name. We have 19 affiliates so it is not uncommon to have more than one event with tickets for sale happening at any given time. It would be nice if this Event Ticket Tab Name was somehow tied to the actual Campaign, this way for each affiliate, their event tickets for multiple events would each have their own tab name.

    2 votes

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  10. In the Giving Hub on the individual fund's donation page, we'd like to add a label that allows us to specify that the person whose contact information and picture showing is the fund's main contact (or as we call it, "Fund Liaison". That way someone from the public can know why the person's contact information and picture is showing.

    13 votes

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  11. At the time of testing (1/27/2025) The "Continue Giving" option in the Giving Hub is awkwardly placed at the top of the shopping cart and checkout screens. It is easy to overlook and does not make it clear how to continue adding donations to your cart. I would like to reposition this element to the bottom of the fund list summary. Ideally the text could be editable as well, at least providing a short caption to explain if we cannot edit the language on the buttons or headers.

    4 votes

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  12. Once a donor has given through the Giving Hub page, there is a default Thank You that appears (1A in image attached)- we would like to be able to edit & format, and/or hide this.

    On this same page display, the Continue Giving button (1B in attached image) is plopped right down onto the edge of the footer, and it looks terrible. Would also like the ability to add a margin to this or otherwise move/change this button!

    18 votes

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  13. Please add the option to rename the "login" button for the Portal when accessing from the Giving Hub.

    When a fund advisor is logged in to the Portal and navigates to the Giving Hub through the "Donate" tab, it may appear as though they have been logged out since the button to return to the Portal says "Login." Being able to change the name of this tab would allow fund advisors to easily see where to click to get back to the Portal.

    35 votes

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  14. We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…

    1 vote

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  15. On the individual campaign event page (event?eventdateid=xxxx), you show the event name, date and start time. Then there is a rather large blank space before you see the campaign details. Is there a way to move up the Location information -- maybe just the street address -- to that blank space?

    Or is there any way to compress that space if there is no image added for the event?

    3 votes

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  16. Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
    This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…

    24 votes

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  17. Can we go back to having ability to list funds by Fund Group (or other fund dimensions) in the Giving Hub? This was very helpful for donors navigating.

    6 votes

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  18. It would be great to have the option to customize the fund URLs so they are more donor-friendly and better reflect the fund name. Instead of a URL like /create/fund?funit_id=xxxx, it would be nice to have something like /donate/EarlyChildhoodEducation.

    13 votes

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  19. We support multiple communities. When we show promoted funds on the portal, it would be nice to be able to show them by either Service Area or Group:Division. (Internally, we would be willing to use either of these attributes to assign the appropriate community.) So when the portal is displayed, users could easily find funds in their community. We want something similar to what the nonprofit directory allows where you can click on a type (i.e., Designated or Scholarship) to help filter a long listing.

    2 votes

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    Proposed Idea  ·  Holly Spitz responded

    The search are does look at service area on a fund, so that could be an option that you communicate in the content area.

  20. There could be an image/media library in which I reuse images and PDF files that are uploaded to the cloud

    6 votes

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