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  1. Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.

    This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.

    Amy Staufenberg
    TCF

    16 votes

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  2. Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.

    17 votes

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  3. We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.

    31 votes

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  4. Add Middle Name, Suffix, Salutation, Mailing Label, and Recognition Name fields to the donation import template. This will alleviate some of the manual work needed on profiles after a donation import.

    20 votes

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  5. Currently only one person can be assigned to a Stripe Terminal and therefore is the only person that can process payments. We hold multiple events where different staff members will need access. Please add the option of multiple users per terminal. There could be a check box list of all users for our foundation and we could select which ones could have access. Thank you!

    15 votes

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  6. We would like to have the name of the stock autofill in the "Description" field. Not the # of shares and ticker symbol as they have their own separate fields. We have to manually type in the Name of the Stock as we use it to populate on our tax receipt letters.

    6 votes

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  7. Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!

    15 votes

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  8. We would like to email our yearly tax receipts to donors, but if a profile doesn't have an email the bulk job doesn't complete and all of the profiles without emails are listed so we can add an email to the profile to them run the job again for emailing receipts. In many cases we don't have the donor's email (when they mail a check for example). It would be great if the job would complete and send to those with an email and then create an 'exception report' for those without an email so we can mail those receipts…

    9 votes

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  9. 4 votes

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  10. It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.

    4 votes

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  11. Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!

    3 votes

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  12. In the Onlinedonationemail_body section, I am not able to send emails that address the donor by name because there are no available fields to pull.

    So, for quite some time, I was sending emails addressed to "Dear {name}" - silly me! It would be great if that field actually worked and I could address my donors by name. We are doing all that we can to build relationships and names are important! For now, I'll have to go "generic", which really isn't fundraising best practice.

    Thanks for considering!

    8 votes

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  13. The Donation 'Display' permission allows a user to click [sent] [clear] in the Tax Receipt field enabling them to 'edit' the record. This should not be allowed when the user group only has 'Display' permission.

    12 votes

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  14. Please allow an online donor to opt-out of automatically generated tax receipt and/or allow fund advisor to opt-out of donations they make to their own fund.

    4 votes

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  15. Greater Milwaukee has enabled Donation Review in donation settings. They would like the option to exclude stripe gifts from needing the additional review. Because Stripe gifts are automatic, there is no need for them to be in the regular review process. Having to filter and approve all of the Stripe gifts is just an extra step that doesn’t add any value.

    8 votes

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  16. Would Foundant consider working with a third party vendor like "Double the Donation"(
    https://doublethedonation.com/corporate-matching-gift-programs/)
    to assist with Matching Gifts? The goal would be a seamless process on the Giving Hub. See the following example:
    https://www.augustana.edu/giving/match

    3 votes

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  17. The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts…

    2 votes

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  18. When home Home/Donations/Recurring donations - a list of recurring donations is listed. However, it doesn't show the FUND the donation will be applied to on that screen (or when you export the list), I find it frustrating as our recurring donations list is growing. A post about it was archived. I hope to get some traction with this one!

    4 votes

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  19. I know the ability to create filters and load them exist, but we are still left with the same columns. It would be great to add additional fields to the view.

    11 votes

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  20. When listing open pledges at the top of the Donation page, the Fund Name should be included with the other information. This would be especially helpful if a donor has more than one open pledge and/or if a donor is making a gift to a fund other than the one(s) they have open pledges for.

    4 votes

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