125 results found
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Donation page enhancements
It would be great to have a streamlined donation page that has a customizable heading and intro text and also has a dropdown of funds rather than a long list of funds. It would also be nice to have the user be able to input their contact and billing information on a single page or at least fewer steps than it takes now to donate. The easier the donation experience for users, the more likely they'll donate and finish their transactions.
4 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 Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
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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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Need Options for Household Choice on Donation portal
It would be helpful to have options for the new household choice on the donation portal --
EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).
OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…
8 votesThe following enhancement was released on 10/18/2023: NOTE: This must be enabled in Donation>Settings to allow online donations from a Household.
Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the 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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For yearly tax receipts, add field of household salutation
For yearly tax receipts, we have option to pull household label but not household salutation. Add this field as an option in year-end templates too!
3 votes9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
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list of donation amounts online so if you click on that amount it's automatically added to your cart.
List of donation amounts online so if you click on that amount it's automatically added to your cart.
6 votes -
Tax Receipt labels/envelope order
It may just be me, but....it seems like if I print envelopes or labels from the donations-tax receipt section, they are in different order. And that order differs from the order in which the letters print. Can that be fixed (and if it's a user error, can someone please just let me know?) :)
6 votesRelease note from 9/20/23:
Donations: Enhanced Tax Receipt Bulk Actions to save the selected list of donations. This will allow clients to make a selection of the Tax Receipts and then process through Printing letters, Envelopes, Labels and Marking the donations sent. This update will also print the envelopes in the same order as the letters.
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donation types
It would be nice to be able to deactivate Donation Types. We have some that are no longer relevant, but we don't want to simply delete them as it impacts the donations connected to them. It would be nice to have the ability to deactivate them so those donation types don't appear on the drop down when entering new gifts.
3 votesDonations: Added the ability to mark a Donation Type Active. This new functionality is located in Donations, Donation Types and Active column. Checking the Active next to the Donation Type will list the Donation Type on the Donation during creation or edit.
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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.
12 votesWe 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
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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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Ability to Sign Up For E-Newsletter (checkbox) When Making an Online Donation
There should be a way for an online donor to sign up for our e-newsletter as a part of their online donation process. This could be done by adding a check box that says "sign up for our e-newsletter" or something similar. Should be located directly below where they enter in their email address.
7 votes12/6/2023: Funds: Enhanced Funds Bulk Edit to include Short Summary, Internal Description Field, and Fund Summary. This will allow clients to easily update several funds at a time. The Short Summary field will also allow for HTML language. This Short Summary will be used on the Donation Page with the new release.
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Ability to edit processing fee verbiage on donate page
This suggestion refers to the donation page when a donor is making a donation on our website. There is a "checkbox" for a donor to choose if they would like to pay the optional 3% processing fee. At this time, it is not possible to change the wording for this field, as it is hardcoded in the system. Current verbiage is attached in a screenshot.
It would be great it we had the capability to edit this language to something more friendly like...
"if you cover the processing fee, we will receive 100% of your donation"
or
"I'd like to…4 votes -
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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Donor Count for Specific Date Range
It seems to be like there should be a quick simple way to query the number of donors, as opposed to donations, for a specific date range. I was told by chat support that I had to run a donor report for the date range and then export the data to Excel to determine that number. They said the report within CSuite would only show 100 donors.
5 votesDashboards: Dashboards will be available in the following areas: Funds, Profiles, Donations, and Donors. These will be available from the left hand menu in the respective objects. This will allow quick information about these areas in the system. Each dashboard will have date filters across the top to easily select different time frames of data. The year filters will return data based on the fiscal year set in site data. The start and end date will also reflect the Date Style selected in System Data.
This will be the first release of dashboards with plans to role out new dashboards in different objects over the next several months. We will also be adding additional filters to this default dashboards later in the year.
Permissions: There is a new permission for each dashboard. This has been enabled for anyone in the Admin Group. An Admin User for each site will need…
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Custom Field in Year-End Tax Receipts
Our organization is required to include data from a custom field in our year-end tax receipts. This is currently not possible. I would like to request that custom fields be available in the year-end receipts. Without this field we have to create the entire mail merge process outside of CSuite.
6 votes9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
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Donation Portal - Anonymous Option: Clarify Language
On the donation portal on the checkout page, donors have the option to click "I wish my donation to remain anonymous". When a donor clicks this, foundation staff are not sure if the donor means they wish their name to be anonymous or the amount of the gift to be anonymous. There should be clearer language so the donor and staff know what clicking that button means. Alternatively, there could be two buttons to click: one for anonymous name and the other for anonymous donation amount.
5 votesThis has been implemented. Selecting anonymous on the checkout page means that that the donor name associated with the donation is anonymous (not the amount). Here is the release note:
Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
-Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
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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 -
Fund Image needs to be included on Donation Page
While the fund images are on the main giving/listing page, they disappear when you get to actual donation page for said fund. We really need that to be included there. As it stands the giving page is bland and unwelcoming, not modern and bright like many other giving platforms. Until you reach that stage of design, could you at least have the image (if there is one) on the donation page? How about bold and enlarge the Fund Name? Put it up with/match size of the "donation" line.
56 votes
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