02-07-2024: Profiles – Nonprofit Designation:
Added the ability to accept a pass-thru donation for a nonprofit listed in the nonprofit directory. In order to accept donations for a nonprofit, a pass-thru fund must be added in Nonprofit Settings. Enabling/Disabling this functionality can be added in bulk or individually. From the Nonprofit main page, there is a new left side menu option, + Enable Donate. Selecting this option will open a checkbox list with the ability to select all, none or by nonprofit. A – Disable Donate option is also available to remove this functionality. Once selected a checkbox list will open with the ability to select all, none or by nonprofit. Enabling/Disabling the ability to donate through the Nonprofit Directory can also be enabled/disabled for a specific nonprofit by selecting edit within a nonprofit record and updating the Enable Donate checkbox. If the nonprofit does not have a grantee designation, the donate button will not appear, and a red warning will appear in the Enable Donate field. NOTE: Consider revenue recognition rules with your team prior to enabling this functionality.
A new Directory URL field was added to the nonprofit record. This will allow the ability to copy and share the URL with the nonprofit.
Added the ability import Nonprofit profiles. This new import is located in the left hand menu in Nonprofits. The import will allow users to update information on current profile ids or create new Nonprofit profiles. Things to note with the import: html_statement column and html_description column are boolean fields. If multiple profiles match on the name, then one that was created first will be used. Nonprofits: Added the Users will be able to import more than on category on a nonprofit by using a semicolon. For example: Arts; Hunger. If the import has a category that is not created, it will create the new category during import.
Nonprofit Designation: Settings – Added a new setting to add a pass-thru fund. This will be the fund that is used for donations to nonprofits listed in the Nonprofit Directory.
Grants: Nonprofit Directory donations will auto create a grant to the nonprofit. The grant status will be new. The description on the grant will be “Donation from Donor Last Name, Donor First Name”. The grant award is the gross amount of the donation.
Fund Advisor Portal: Added the ability to enable the Nonprofit Directory listing as a tab for Fund Advisors. Under Fund Advisors Settings, clients will be able to rename this tab. This new tab will also be available to be set in bulk using the Set tab Permissions. This will allow clients to enable the list of nonprofits as a tab for a particular group of Fund Advisors. There is also now a new checkbox available on the funds listing table per fund advisor, allowing clients to set this per fund advisor, as well.
Permissions: A new Settings permission was added to Nonprofits. This has been enabled for Users in the Admin Group.
Custom Reports: Added nonprofit tab as a field for fund advisor reports. Added enable donation as a field in profile reports.