125 results found
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Donation Custom Reports - Add Donation Create Date
We have a need to see all donations created in the past week. We've been basing that on donation date, but you can enter a donation in the current week with a donation date before the current week, like when public securities are donated at the end of the year and it’s important to have that date for the donor. That’s one example. We really need the donation create date added as a field we can pull and filter on.
6 votes -
First-Time Donors
Add the "first date" field to the Donor Reports Filters.
I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!
56 votes -
Option to Customize Donation Receipt Email Body
We should have the ability to edit the text of the email that is sent with an attached tax receipt for non-online donations just like we can for the automatic email for online donations. Currently it just says "Attached is the receipt for your donation on DATE". Please allow the ability to edit this content so that we can use this feature without recipients thinking it is spam.
33 votesIn Donations>Content, there is an option to edit the Donation_email_body. This content area can contain HTML code.
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Fund Statements
It would be very beneficial to have the ability to break out donations and investment earnings within a fund statement, in other works allowing subtotals by account type. This would allow fund advisors to easily see the investment returns on their funds without having to manually calculate.
1 vote -
Connect Tributes to Profiles
Is there a way to connect a tribute to a profile? If donations are made in memory of someone, shouldn't that also be linked to the deceased's profile? It links to the person who is notified, so why not the deceased. If there isn't a way to link it, is there a way to make that possible?
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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Allow up to 3 decimal places on public security quantity field
Please update the public security quantity field to allow for 3 decimal places. We receive donations broken out to the thousandth place and cannot enter them correctly.
25 votes -
Develop an Accurate Donor Report (related to Stripe duplicate issues)
If your donor data is organized by household, when you view the household Donation Summary, it rolls up the giving history for the household and its members. However, the canned, CSuite Donor Report does not roll up the household members. As a result, if an individual (who happens to be a household member) makes a Stripe gift and a new donor record is auto-created, even if we catch the fact that they are part of an existing donor household (and add to the household as an individual member), when we run the canned Donor Report for giving history over a…
7 votes -
Online Donation Page- Recurring Donations
Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.
11 votes -
Cover Stripe Fees on Recurring Donations
For recurring donations through the donor portal where the donor has selected to add the stripe fee, the add stripe fee selection would follow through to the subsequent recurring donations instead of stopping after the first donation.
63 votes -
Public Securities Reports
It would be great to have a reporting option for the Public Securities data in our system. Especially for annual stock distribution reporting. A report that has the options to include quantities, donation amount, sales price, highs, lows, etc.
12 votes -
Entering Credit Card Payment via CSuite with Stripe
Instead of staff going through the steps via the website to enter a credit card, this option would be on the backend of CSuite through Donations. When a donor shares cc information, the payment option Stripe should bring up a window to enter the cc. Exactly how adding a credit card works through the recurring donation option. This option can also help with preventing duplicates in the database using Stripe.
4 votes -
Posting Donations
It would be helpful to be able to select checkboxes of donations to post, rather than have the choices be "post all" or having to post selected ones one at a time.
19 votes -
7 votes
Released 8/9/2023:
Donations: Enhanced the Donation Portal to easily link clients sites to Google Analytics using Measurement ID and Measurement Protocol API Secrets. In Donations Settings, there is now an option to add Google Measurement ID and Google Measurement Protocol API Secrets. Users do not have to use both fields but will need to use the Google Measurement Protocol API Secrets to populate the amounts fields for donation records on Google Analytics. Setting the Google Measurement Protocol API Secrets field will allow a site receive analytics through the Donation Settings area instead of embedding it in the HTML in Website Styles area of CommunitySuite. Clients should remove these from the HTML tags prior to configuring the new values. When syncing sites to the sandbox environments, values will be cleared in these two fields. Google Analytics can take up to 24 hours for reporting. Users will need to signup with Google…
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Please add recurring donation end date and next date to filter reports or allow addition of columns on screen view
Please add recurring donation end date and next date to filter reports or allow addition of columns on screen view
5 votes -
Recurring Donation reporting and Screen view flexibility / also need description to say its a recurring gift
Please add recurring donation end date and next date to filter reports and/or allow addition of columns on screen view for fund, etc.
4 votes -
Flag a donation from a donor if there is an outstanding pledge payment due.
When a donation is received from a donor with a pledge payment due, have a pop-up or flag saying so. This way the donation will be applied to the pledge versus being recorded as a donation.
Thank you for your consideration.
11 votesThe pledge is displayed across the top of the donation creation screen.
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Enable relabeling of "Show all funds list" on donation portal
The prompt at the bottom of the donation portal reads "Show all funds list" and takes you to a list of funds unchecked as both promoted and private. For us who don't list ALL funds there, the label is misleading for donor. Allow us to relabel it as needed to say "Search other funds"
3 votesUpdates to the legacy donation portal will no longer be considered. This label was changed to Show Additional Funds in the new Donation Portal. Here is a link to the help article for instructions on how to implement this new feature: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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alerts
Please enable the alert feature on individual donations.
7 votes -
Online Donation Page- Recurring Donations
Option for donors to set an end date for their Recurring Donations on online donation page. When donors enter their recurring donation online there is no end date that is able to be set, they must contact the office if they want to set an end date, for efficiency it would be easier for the donor to enter that date.
3 votes -
Enhancement to templates
Desired change: Enhance how organization contact name / address is processed in templates
Currently: there is not a field that will pull the contact name AND the organization name for our donation letters. Any field I use to include organization name creates a blank space when the donor does not have an organization listed.
For donation letters I would like to include at the top of each letter:
Donors Name (Mr. and Mrs. John Smith)
Organization Name IF APPLICABLE (Food Pantry)
Street Address (123 Main Street)
City State Zip (Toledo, OH 43604)A person's title would also be ideal but…
92 votes
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