94 results found
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Historical Donations - Editing the Donation Comment
The Donation Comment for historical donations needs to be editable just like any other closed donation. There is an [edit] link beside it, but it takes you to a 404-error page when you click it.
19 votes -
Multifund Donations - same fund, add description fields per
Occasionally, we receive a donation to a single fund but with more than one restriction. For example, a $100 check will arrive with the restrictions of $70 be used for purchasing materials and the other $30 for general operations. Currently, we would make two separate donation entries of the same check number/donor and include the restrictions in the respective description fields.
An idea to keep a singular donation profile and these multiple designations would be to have the ability to create:
1) multifund entries to the same fund
2) optional description field per multifund entry5 votes -
Donation Batch Workflow - Spendable
LOVE the concept and functionality of the Donations Batch Workflow, but many of our largest volume batches are those that are applied to spendable for the fund. While the batch concept is pretty awesome, if the Apply to Spendable selection could be added to the full batch options (rather than going back to edit each donation one by one), that would be so very wonderful.
4 votes -
Custom Fields for Pledges
I would like to be able to create a custom field for pledges.
5 votes -
reoccurring donation
We would like a fund advisor to be able to see when a reoccurring gift has been made to their fund. Currently they can see when the gift comes in but not if is reoccurring. Staff must relay this information. This would be particularly helping for project based funds who may be managing their own pledges outside of our system.
5 votes -
Appreciated assets
Brainstorming integrations that would allow gifts of appreciated assets in the giving hub. As a nonprofit, we use the giving block widget on our org website, which is clunky to have to send donors out of the giving hub to a separate page to create a donation such as crypto, stocks, DAF. Is there a way to work on coding these integrations into the giving hub, like we do with Stripe. Can a donation page handle more than one integration?
1 vote -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
1 vote -
Donation Batch - Files
We like the new donation batch entry screen, but please add the option to attach a file for documentation that is then automatically attached to all donations created through the batch process. Otherwise, we still have to go back to each created donation and attach the documentation for audit purposes.
1 vote -
Automatically Post Recurring Donations
Please implement a feature that allows for the system to automatically post the subsequent donation for recurring donations.
Currently recurring donations must be posted manually on some sort of cadence, which takes up a lot of time. It would be highly beneficial if the system could post these automatically when they are due for their next donation.
14 votes -
For bulk year-end emailed receipts, correct auto-email message so not a string of numbers We would like the option to add content for bulk e
REPOSTING Rhonda Page's Idea: For bulk year-end emailed receipts, correct auto-email message so not a string of numbers
We would like the option to add content for bulk email for year-end receipts. There is no option currently to edit the content or the subject of the email. Currently, the content of the email is:Attached is your 2022010120221231 tax receipt summary.
The subject is:
Subject: Yearly Tax ReceiptOur fear is donors won't open the email.
0 votes -
jhunt@cbfcommunity.org
I would like to see the option of making a portion of a donation check spendable all in one transaction.
1 vote -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 vote -
Add Salutation as a Required Field to Checkout
Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.
This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.
Amy Staufenberg
TCF32 votes -
Donation Notify Email Subject
Request: Add the ability to customize the subject line of the Donation Notify Email.
Clear, tailored subject lines are essential for fund holders to immediately recognize the purpose and source of the email. As it stands, the default subject line is vague and can appear suspicious or irrelevant. Allowing subject line customization would improve clarity, trust, and overall communication when donations are made to a fund holder's fund.
4 votes -
donation receipt
I feel like the donation tax receipt area is a bit confusing. I think it might be easier to understand that you "sent" out the receipt with a check box instead of an "unsend" once receipt is sent. It confuses me every time. Maybe it's just me, but I feel like the wording is just a bit tricky.
1 vote -
Navigate to donation home page after bulk marking tax receipts as sent
After marking tax receipts as sent can the page navigate to the donation home page. (See screenshots below - Not real data)
3 votes -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
2 votes -
inactive household profile
When we went to enter a donation, the household profile was inactive because the husband had passed. We need a way that you cannot use the household to create a donation.
If I did not know the husband was dead the widow would have got a letter with Mr. and Mrs. The household profile was inactive and she was still able to do a donation.
Is there a way to fix this?
2 votes -
Stock Gifts
When entering stock gifts with multiple different stocks, once the securities have been created, it would be helpful for them to be listed in alphabetical order. Once you click Create, they are not in alphabetical order.
3 votes -
Donation Review
On the donation review page/tab, when reviewing all, could we add the column of the receiving fund to match the "new" tab to allow reviewing in bulk with checkboxes?
1 vote
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