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  1. Split donation

    A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.

    This idea is not "implemented."

    Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…

    112 votes

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  2. stripe

    Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.

    25 votes

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  3. 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.

    21 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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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.

    7 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Please add the ability for more than one advisor to be credited for a soft credit on donation records. This is an important function.

    This has been suggested in the past and would be very helpful in instances where a couple divorces or multiple people need to be soft credited for a contribution such as where a family DAF or PF is concerned external from the Community Foundation.

    11 votes

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  6. Create donation levels

    It would be great to have suggested gift levels: $25, $50, $100, $500, $1000 with the option to use it or not. This was a popular idea in the Summit session about customizing the donation portal.

    16 votes

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    2 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    15 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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.

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Donation review bucket

    I love the concept of the "review" bucket but it would be awesome if we could choose the payment type(s) that end up there. I review all the Stripe gifts that come in, even though they post automatically, to be sure they are attached to the correct profile and the formatting is correct for any new profiles. It would be great if they could go into a review bucket until I have a chance to look at them. I enter the rest of the payment types myself and someone else posts them, so the review bucket is unnecessary for our…

    8 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Tribute Field Update/Donation Portal Setting

    It would be great to have the option to include Custom Messages for donations on the donation portal. Currently the only option for the donation portal is to have Donation Notes, which is not an option on the Template Fields List for our Tribute Notification Templates.

    This means that we either have to leave out the donation notes from donors to the individual they are sending the tribute to, or we have to cut & paste the donation note into the custom message section (as this is a field that can be mapped to the template)

    The other option is…

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  11. In-Kind Donations

    Currently when in-kind donations are entered a monetary value is required, but our organization does not assign worth to items donated such as furniture or books. It would be useful if the "Amount" was optional for In-Kind donations so we do not have to go outside of CSuite to create a thank you letter/receipt.

    6 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Put on each profile the date it was created

    It would be helpful to have a Date Created on each profile. That would help us narrow down if it was uploaded from a mailing list or if it was a Stripe donation or a Campaign profile.

    7 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Option to Remove Fund Group Headers from Promoted Funds List on Online Donation Portal

    Currently our promoted funds list has to be organized by fund group; however, many donors aren't familiar with the different types of funds, so it would be great if the fund group headers could be removed and the funds could be sorted in any order we determine. Thanks for considering!

    5 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Fund Advisors donating to their 'Private' funds-showing as Promoted on Donation Portal

    Fund Advisors should be able to donate gifts/contributions to their funds from the donor portal when they are logged in even when those funds are marked as Private on the fund level. This should NOT then show their private funds to the Foundations 'Promote' page for donations. This appears to indicate to the donor/organizations that the Foundation is promoting their Fund which is not the case. This is misleading. The donor and Org may try to link this page to others to show this is where they can donate to funds whereas this page is viewable only to the Fund…

    7 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  15. recurring donation

    Add more payment methods for Recurring Donations. I have some donors that prefer ACH'd donations every month that come directly to our Bank Account. It would be nice if I could add a recurring donation for the same amount every month and have it marked either Other Payment or Check.

    24 votes

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  16. Donate Button Style

    Would be great to change the color of the donate buttons. That blue really clashes with our logo (let alone being just not nice regardless) It's very important to me to keep branded and us looking good across all that we do.

    4 votes

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    0 comments  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 3 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Download Email Tribute Letter/Mark as Sent

    I would like the ability to download a tribute letter that is marked as email for notification. Our executive director writes a personal note on it, I scan it, and then email it from my work email.

    Also: It is now marked as sent as soon as a tribute is downloaded. That isn't always the case for us because I download one letter, put all the donors on the letter, and then send it. I send them out weekly if there are a lot of donations.

    9 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Allow merged records to retain credit card information

    It would be very helpful if you allowed merged records to retain the credit card information for recurring donations. I've lost several credit card numbers during de-duplication and reaching out to them to ask for their card numbers or to reschedule their donations is too time consuming!

    15 votes

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    1 comment  ·  Donations/Donors/Donation Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Recent Donations

    When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.

    9 votes

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