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186 results found

  1. Fund Advisor Donate Tab Improvement

    This feature is definitely an improvement, but I think it could be even better! When I'm logged into a fund as a fund advisor and click the donate tab, I like that it takes me directly to the donate page and I'm still logged into my fund. However, the fund I'm logged into and would like to donate to is at the bottom of its fund group list. And if I'm a fund advisor to more than one fund, my funds could be dispersed throughout the promoted funds list under their corresponding fund group. My fund(s) won't show up if…

    10 votes

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    Archived  ·  0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →

  2. Comment With Tribute Notification

    I'd really like to add a field to the tribute section of a donation that could contain a comment that would then be available for the tribute letter templates. Honor tributes are often made for a special occasion and donors of memorial tributes sometimes add sentiments with their gifts that are nice to share with the family. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters.

    51 votes

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    Archived  ·  3 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →

  3. Automatic tribute emails

    When online donors indicate a tribute name and email address, the tribute recipient should receive the templated tribute letter automatically, just as the donor receives their donation acknowledgment automatically.

    13 votes

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    Archived  ·  0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →

  4. Stripe donations option of where to post

    A method to choose what account and option if donation is spendable when processed through Stripe. Easy method to adjust these donations that should not go to the default account.

    20 votes

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    Archived  ·  2 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →

  5. Till/Deposit Edit Report

    In order to have a second person double check deposits made are entered correctly, it would be excellent to be able to print a report that lists out all information for a specific till #. (ALL INFO for a donation donor name, donor address, account it went into, donation total)

    Currently the till print out is OK, as it gives an ID number, and we can navigate in the system to find the transactions - but it would be 10x easier if we had a print out to check against!

    26 votes

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    Archived  ·  0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →

  6. recurring donations - ability to link to opportunity

    Recurring donations link to an Opportunity
    I'd like to be able to link a recurring donation to an opportunity

    0 votes

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    0 comments  ·  Donations/Pledges/Promises/Public Securities  ·  Admin →
    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

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