FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
Madison Mussell
shared this idea
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Shawna Mosley-Foster
commented
Super idea!
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Michelle Schneider
commented
It would be helpful to include the tribute name in the email that is sent to a Fund Advisor when a donation is made to their fund.
Specifically, we would like to see the same information that is listed in the cart on the donation portal. When someone makes a donation and includes tribute details, in the cart, you show the following information:
"Donation to fund :: (fund name)
Tribute: In Memory/Honor of (tribute name) / Notify: (notify name)"This would ease a great deal of the processing we currently do to provide this tribute information to fund advisors.
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Marsha Strauss
commented
FULL AGREEMENT!!! You have the tech for tribute gift notices (even tho it's in a template and not the body of an email which is where it should be)
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Michele Jeican
commented
Allow more fields in Gift Notify
The email to the fund advisor only provides the fund name, the donor name and the amount. There is no way to include an address. We have lots of fund advisors who wish to thank the donors and we have to send reports to them weekly with address info. If we could include the address in the auto-email, it would reduce the staff time to run the export of donors/donations and the cleaning up of the spreadsheet and the fund advisor would receive the information in a timely manner.