125 results found
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Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Non-Gift Transactions for donations
Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.
19 votes -
Donor Portal - Donate Option
I just spoke with a new donor who was using the donor portal and there is now a "Donate" button available to them where they can give to their fund online via credit card. Nice option, but once you get there, you go out of the portal and lose all the tabs and the only way to get back is using "back" button, and it's confusing. It would be great if the user did not leave the portal when using this option.
4 votes -
search function on top of donation page
Several folks have indicated that if the "search" function was on the top of the donation page it would be very helpful. Unless you scroll to the very bottom you don't realize it is there.
7 votes -
Templates: Override Default Template
I think it would be great if we were able to override the default letter templates.
For example, the standard donation would be generic but then we could have a memorial template where we could add a blurb about being "honored to be included in your thoughtful remembrances of your loved ones and friends."
Or additionally, donations to a single fund vs. a donation to multiple, etc...
7 votes
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