125 results found
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Donation count
When you run a donations report, it gives you a list of donations with the total dollar amount at the bottom. Can we get the total count of donations as well? I have to export this report to excel to do a count and that's very time consuming.
2 votes9/8/2023: I Donations: Added a Total and Selected Total amounts to the Post all when processing donations.
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Donor Count for Specific Date Range
It seems to be like there should be a quick simple way to query the number of donors, as opposed to donations, for a specific date range. I was told by chat support that I had to run a donor report for the date range and then export the data to Excel to determine that number. They said the report within CSuite would only show 100 donors.
5 votesDashboards: Dashboards will be available in the following areas: Funds, Profiles, Donations, and Donors. These will be available from the left hand menu in the respective objects. This will allow quick information about these areas in the system. Each dashboard will have date filters across the top to easily select different time frames of data. The year filters will return data based on the fiscal year set in site data. The start and end date will also reflect the Date Style selected in System Data.
This will be the first release of dashboards with plans to role out new dashboards in different objects over the next several months. We will also be adding additional filters to this default dashboards later in the year.
Permissions: There is a new permission for each dashboard. This has been enabled for anyone in the Admin Group. An Admin User for each site will need…
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Donation Portal - Anonymous Option: Clarify Language
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.
5 votesThis has been implemented. Selecting anonymous on the checkout page means that that the donor name associated with the donation is anonymous (not the amount). Here is the release note:
Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
-Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
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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.
28 votesThis has been implemented. Here is the release note:
Donation Portal: Added a radio button for Households. This give donors the ability to record their donations to as a Household when donating.
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stripe
Stripe is now able to accept ACH direct debit payments. It would be great if the online donation page would handle these now.
26 votesThe following was released on 12/7/22:
Donation Portal: Added an option in the donation portal to receive ACH payments from Stripe for donations and recurring donations. Stripe payments that come into CommunitySuite without a fee will not automatically be posted. Instead they will land in the till. This will allow clients to add the ACH fee once it has been processed within Stripe. Once they have added the fee, they can then deposit into their Stripe clearing account. A hyperlink has been added to the profile payment so that clients can easily review the transaction within Stripe. Clients will need to enable the ACH bank account payment method within their Stripe Account. Revised the language in an action button on the donation portal from "Pay with Credit/Debit Card" to "Continue".
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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.
22 votesThis is available in the new donation portal. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Photographs and modernization for Donation Pages
In reviewing some historical ideas, I've come across this:
So often, a photo tells the story. Most online giving sites have space for an image to accompany a story. As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.
and in that same string -
"The donate to a fund page is so bare and "sparse" as one of our donors said."
It still is folks - one doesn't even see the uploaded fund image on the subsequent donate page. How…
8 votesThe ability to add images to funds, events, nonprofits and grants in a grant catalog are now available in the new Donation Portal. Here is a link to the article on how to implement this feature in Foundant's support hub: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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review buckets
It would be helpful if once a donation is reviewed, it doesn't automatically advance to the next donation requiring review. That way, a tax receipt (if needed) can be generated without also having to return to the receipt bucket.
5 votes -
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!
25 votes -
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.
14 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Importing Donations with Tributes
When importing donations with Tributes, we often do NOT want to notify anyone. We just want to record the "in honor" name. We used to not be required to enter any notify information. Now we are required to enter notify method, notify name etc. Could we go back to not being required to enter those fields? Thanks!
1 vote8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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donation creation ts
I would like to be able to filter by donation creation date, not just donation date. We often receive donations that have an earlier gift date (checks, matching gifts), and for reporting purposes I need to be able to differentiate between these two dates.
2 votes -
Tribute Notify Person for Existing Tributes
When inputting a donation for an existing tribute, i would like to see the notify person in brackets [ ]. Since there can be multiple notify persons per person being remembered, it would be helpful to see which existing tribute should be selected when duplicate memorials appear.
6 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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990 Report needs to include the actual Donation (if stock the name of the stock and how many shares)
990 Report needs to include the type of donation (Cash or stock) and if the donation was stock needs to include the name of the stock and how many shares. My auditor is requesting it.
10 votesThis was released today. 990 Report: Added the public security details to the 990 donor export of the details report . This will allow clients to report on security symbol, qty of shares and until cost.
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Reverse/CorrectTax Receipt
In the last year, CSuite offered the option to generate a new tax receipt serial # - this was often used when a tax receipt was accidentally marked as 'sent' or when corrections needed to be made to a letter. This function has been removed and tax receipts can no longer be regenerated, but now must be manually created. My suggestion is that users be given the option to regenerate individual tax receipts - especially for cases where letters have not been sent or corrections need made.
3 votesTax receipts can be regenerated on an individual basis. From the donation record, select tax receipt. You will be given the option to create a new tax receipt. Please contact support for further questions.
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memorials
Have tributes/memorials in CSuite be available for online donations to be chosen. With freeform tribute/memorial field on the donation page, we get variations of the person's name, especially if they use a nickname or abbreviation of their given name. This causes a new tribute to be created in CSuite but they are all the same person. If the donor could see a list of those already in the system and choose it, we would have a lot less clean up to do.
7 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Stripe duplicates
Currently, online donations via Stripe create a New Profile if the donor enters different data in any of these four fields: First Name, Last Name, Phone, Email. For orgs that receive numerous online gifts, the duplicates can quickly become a nightmare. We suggest the Stripe-CSuite data matching be modified to look for a match on 2 of 3 fields - say, last name, street address or email address, to reduce the number of duplicate profiles.
Please also:
- add 'date created', and the ability to sort by date created in the duplicates form
-devise a bulk de-deduping process187 votes -
recurring donation
Our donors would like to be able to give a recurring donation split between multiple recipients each month through the online portal with their credit card. Or at the very least be able to split their one-time donation through the portal to go to various recipients.
1 voteThis is a current option in the Donor Portal. Donors simply have to select continue giving to make an additional donation (including recurring).
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Identify Deceased Profiles/Households in Donation Creation Dropdown List
When you go to Donations --> Create, you are currently able to select deceased profiles/households from the dropdown list to link to a new donation. Is there a way that the deceased profile/household will not show in that list? OR Is there a way to note that the profile/household is deceased in the dropdown just as it's noted when you search in Profiles?
We mainly find this issue with deceased households as many donors are still using checks that have their deceased spouse name on the check.
12 votes5/3/2023: Profiles have a new a look with this enhancement. Foundant is excited to take so many of the User submitted ideas from idea lab and make them happen in the software. Our highest voted idea lab submission was the ability to identify the main profile data regardless of the designation.
The profile summary includes the information needed when working with constituents. The primary profile data will now be static at the top of the page regardless of the designation page that is being viewed. This summary includes an image, primary contact information, last donation date and pronouns. With this new layout there will be an icon next to the profiles name at the header. This will allow a User to easily identify an individual, household, or organization record. Images have also been added to the top header box for easy reference as well. For easier navigation, the profile name…
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add week and today to date filter options
Please add "this week, last week and today" to filter options. The filter donation date does not include anything for a weekly report, which is something we use alot" Just makes sense if you are going to include preset values you would include all of them , year- quarter- month-week - today
3 votes
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