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39 results found

  1. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    52 votes

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  2. Envelope Printing Incorrectly for DAF Donations

    For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…

    33 votes

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  3. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

    Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.

    33 votes

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  4. Add to Calendar on Emailed Event Receipt and/or Event page

    It would be wonderful if there was an easy way to include a link that automatically populates an "Add to Calendar" option for events when folks view and/or register for an event. Currently, individuals have to manually add event details, time-date,name, etc to their individual calendars.

    25 votes

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  5. Event Ticket Receipt - Guest Information Fields

    Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.

    22 votes

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  6. Add Online Donation Description to the Description Field not Notes FIeld

    Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field

    22 votes

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  7. tax receipts downloaded in word

    There are times when a tax recpt/ty template used for a donation may need a tweak or personalization for various reasons. However, if we do that, we then don't have what we actually sent the donor on the particular donation record bc we downloaded the letter at made the edits in word. Unless we then save and upload to have the proof. PITA. Please please put an editor/template creator in the software so we can have everything we do in one place!

    21 votes

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  8. Tax Receipt Templates - First name field for salutation

    The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.

    17 votes

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  9. Yearly Tax Receipt Templates Download Word.Doc

    Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.

    Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.

    14 votes

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  10. Login for Donors, without a fund.

    Would be really helpful for donors, who do not have a fund, that give the foundation often had a login where they can access their giving history and tax receipts.

    13 votes

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  11. Ability to turn off automatic tax receipt on a per-donor basis

    Hello,

    We are facing a new situation and have devised some workaround, but we would like to request a bit more flexibility within CSuite to handle this.

    The short of this request is to give us a little more control over the “auto tax receipt” which currently “sends an automatic email receipt to your online and recurring donors.” We would like the ability to turn this automated email receipt OFF on a per-donor basis. Overall, it is great to be automated, but we have come across a situation where it isn’t.

    We have a generous donor who setup a recurring…

    11 votes

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  12. Have Total Deductible & Non-Deductible amount available as a custom report field

    Trying to create a custom report that has both total amount contributed, broken out by tax deductible and non-deductible. This field is available in our tax receipt, but I can't pull it into a custom report. I've been advised to pull a donation report and an invoice report...which is a pain.

    11 votes

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  13. Scholarship Letters - Fields Available

    We generate scholarship letters to both the school receiving the funds and to the students receiving the scholarship so they can send a thank-you to the donor making their scholarship available. The fields available to pull for scholarship letters do not include the fund contacts/donors of the scholarship, nor the name and address of the student receiving the scholarship, nor the student's name in First/Last order (only the Last/First order.) We created custom profile fields to pull out information that Foundant already has, but it is a cumbersome process. Can the fields/information available for the scholarship letters be reviewed to…

    10 votes

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  14. Invoice Receipts

    Recently we held an event in which various organizations sponsored; a few requested they be issued an invoice before payment for their sponsorship could be processed. CSuite has the ability to create invoices and add payments but does not offer the ability to produce a receipt.

    It would be useful if once payment has been processed on an invoice, we had the option to produce a "Confirmation Receipt" to indicate payment has been received in full.

    9 votes

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  15. Option to reverse a tax receipt

    Currently once a tax receipt is marked as sent there is no option to mark as unsent, if you accidently click sent then it does not allow you to include that donation in the bulk process. Instead of using the bulk process you must go into the individual donation and populate an individual tax receipt, this is time consuming and can cause missing a tax receipt.

    9 votes

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  16. mailing labels for printed tax receipts

    cSuite really needs the functionality to print mailing labels that correspond to Printed Yearly tax receipt jobs. Currently, there is no such functionality and you have to go and manually recreate a spreadsheet that matches the receipt job PDF of hundreds of receipts....

    9 votes

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  17. Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name

    Include Tribute_Name as a field that doesn't include in memory of or in honor of prior to the name.

    8 votes

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  18. Tax Receipt Template - Salutation

    Hi, We have a variety of donations from Individuals, households, DAF, and grants. The salutation field works when the donations advisor is blank but not working when the donation advisor is not blank; Unfortunately, the salutation pulls the donor name salutation instead of the donation advisor. Is it possible to be fixed if it is a glitch? If not, is it possible to have a field for the donation advisor to do a formula when it is blank we pull salutation if not we pull the donation advisor name.

    8 votes

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  19. Add Fund Beneficiary Description to the Check Templates

    It would be very helpful if the fund beneficiary description was added as a field in the check templates.

    We have an annual COE event where we present distribution checks to each organization with endowment funds. We want to use the grant letter on the check template and we need the fund beneficiary description to be available as a template field. Without that field being available we can only rely on using a custom field, and even with that we have to find a way to associate those descriptions to the grants we create.

    8 votes

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  20. Advisor Household label field in grant template

    It would be nice to have a field enabling the creation of a formula that checks whether the grant advisor is part of a household or not in the Grant Letter template. If yes, it will pull the household label instead of the individual advisor label field.

    7 votes

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