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161 results found

  1. Recurring Donation - give donors option to end or change amount on portal

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    42 votes

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  2. 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.

    20 votes

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  3. For bulk year-end print receipts, print them in order of the report, not random order

    The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!

    9 votes

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  4. Change the language of finalizing donation.

    "cart" seems tacky, don't you think?? donors aren't buying anything!!
    Make donation now, complete donation, anything would be better.
    Or give us a space to edit in styles.

    17 votes

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  5. For bulk year-end emailed receipts, ability to filter by donation amount

    We want to email bulk receipts to gifts of $250+, but we can't bulk do that as some of the profiles don't have an email. The system kicks the job out, says we need to add emails to the profiles (there are a lot) before we can process. So we ran a custom report with Email is not Null, but to do that I can't get to the donation amount field to add that filter.

    8 votes

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  6. 18 votes

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  7. For bulk year-end emailed receipts, correct auto-email message so not a string of numbers

    We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:

    Attached is your 2022010120221231 tax receipt summary.

    The subject is:
    Subject: Yearly Tax Receipt

    Our fear is donors won't open the email.

    7 votes

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  8. Year-End Tax Receipt - for donors $250+ include all donations made by donor

    When running year-end tax receipts, if we include criteria of $250+, if a donor made a donation of $250+, include all gifts made that that donor during that year.

    6 votes

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  9. Archive recurring donations

    It would be helpful to add an option to archive recurring payments rather than deleting these from the system. That way we are able to identify previous gifts that were made as a recurring payment.

    Additionally another issue we see is for a recurring payment that ends this month, but still has the following month listed in "next date" for payment.

    7 votes

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  10. Credit card fees and tax recpts

    Can we please have one donation listed for credit card gifts that cover the fee? I know that both get covered in the template amount, but it's weird to have them listed as separate gifts that we then have to click the red sent button for...

    5 votes

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  11. New tax receipts--too many clicks!!

    Please cut down on the number of clicks required with the "new" bucket setup for the process of printing tax receipts, envelopes, and marking sent. The new system is unreasonably cumbersome for such a basic, daily task.

    12 votes

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  12. Multifund Donation - Multiple Donation Types

    Currently when entering a multifund donation only one Donation Type is allowed. Under certain circumstances split donations need to be applied to different revenue accounts.

    Adding the ability to select a Donation Type for each multifund line item would expedite the entry process and eliminate separate entries for split gifts.

    4 votes

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  13. Make "Grant Requests" Header Editable in Grant Catalog

    Currently "Grant Requests" is hard coded as the header at the top of any grant catalog page and is unable to be removed or edited. We currently use the grant catalog to accept and track donations to grants and funds and do not use it to accept grant requests. It is confusing for donors to see “grant requests” as one of the most prominent things on the screen when that doesn't apply. It would be wonderful if this text could be removed or edited. Thanks for considering!

    8 votes

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  14. Add CC Function to Tax Receipts

    It would be nice to have the ability to CC a third party (not the donor or donation advisor) on tax receipts created from donations. When we used FIMS, our organization used the CC function to send letters to beneficiary organizations when a donation was made to an endowment fund that benefited them. The CC field in FIMS pulled in the CC'd profile's name, address, etc. so that we could create a personalized CC letter in our acknowledgement templates. We have yet to figure out an adequate way to replicate this notification process in CSuite (Donation Notify through the fund…

    3 votes

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  15. 3% stripe fee wording

    When donors go to checkout at the required checkout information and they can add the percentage to help cover the Stripe processing fees, the wording at the checkbox is not accurate. The default screen for the added percentage should read "to help offset the credit card processing fees" as we all know that this percentage does not cover 100% of the fees.

    5 votes

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  16. Accidental duplicate donations by donors

    It would be great if the system could trigger a pop up/warning if there is a duplicate donation in the cart (amount or fund or both) before it goes through the payment process. We're finding that every now and again a donor has not noticed the duplicate payment and has transacted twice when they only meant to once.

    25 votes

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  17. Tax Receipt Templates - Campaign Event Name

    Currently there is not an option for the Campaign name to populate into a tax receipt letter. Many donations we receive are linked with Campaigns and it would simplify our process to have this field available since we would have to manually add the Campaign name in the case a donation is linked with an "Event".

    Example: We have an Annual Appeal for our Women's Fund Program, so a Campaign Event is established in CSuite. When we receive donations associated with said Campaign Event, the gifts are then linked but this information cannot be pulled into our tax receipt letters.

    7 votes

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  18. Donation Portal - Anonymous Option

    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.

    4 votes

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  19. Donation Email Subject Line

    It would be very helpful if we could edit the subject line in the thank you/receipt email to donors.

    4 votes

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  20. ApplePay, PayPal, Venmo integration

    Looking for a way to collect donations from donors who don't want to write a check or use a credit card (use ApplePay, PayPal, Venmo, etc). Donors are looking for an easy way to make a quick donation on their phone and/or use QR codes for making donations. How can this integrate to capture donor information?

    4 votes

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