91 results found
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Recurring Gift Alert
Currently, Community Suite does not alert us when a recurring gift is about to end. We would like an alert to be added and an email sent to the donor on the second-to-last donation telling them the recurring donation is about to expire. The email could have a link for the donor to log in and extend the donation date, or it could email us to let us know the donor would like to extend the donation.
9 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.
2 votes -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
2 votes -
open pledge/promise page details
Please add a description to the open promise/pledge page under a profile. We can currently only see ID, Donor, Type, Date, Amount. It would be helpful to see a Description that would allow user to know which promise we need to apply funding towards. Without more information, we must click into every single ID until we find the precise entry needed.
3 votes -
User configurable recurring donation intervals
I would like to have more options for recurring donation cadence, or for it to be user-configurable. For example, I would like to add twice per month (to align with donors who are paid twice a month) and semi-annually (ie: 2 times a year) as options.
3 votes -
Live Credit Card Fee Calculation
Csuite currently allows us to set a CC fee percent that donors have the option to cover when processing a donation online. It would be great if instead of a fee percentage, they could see a "live calculation" for their credit card fee. I have attached an image of another platform that uses Stripe as their payment processor and they have integrated a "live calculation" so that the donor can see a dollar amount versus a percentage.
6 votes -
Donation Review Button
I would be helpful that after a donation is reviewed the system does not move to the next donation that needs review. For us it causes the reviewer to go back to that donor if they have multiple donations to review.
1 vote -
Donor List
When entering a donation on the donation page, I would like to see only names labeled as a donor not all names.
1 vote -
hebrew date
We have a supporting organization that includes the Hebrew date under the Gregorian date in all of their correspondence. For the automatically generated tax receipts that are merged and emailed for credit card gifts from the new Giving Hub, it doesn't seem like it's possible to include the Hebrew date with a conditional merge field because where would it pull the date from? I normally do a manual find & replace using [Hebrew date placeholder] in our grant and gift templates for this org, but the tax receipts are auto generated. Has anyone found a way to add the Hebrew…
2 votes -
Net proceeds total for stock donations
When reviewing stock sales the screen shows the list initial value of the securities with a total. The sales history on the same screen shows the net deposit without a total. Can you add a total so we can tie out to the net deposit?
8 votes -
Please add a filter to donations by employee who entered
Filter donations by employee who entered - We have multiple people entering donations and it's very time consuming to go through the unposted donations and check them one by one to match that employees deposit for the day.
It seems like it should be a simple thing to add.
Thanks!
2 votes -
Return Check
It would be great to have a return check feature. When you complete a bank deposit and a check gets return, there needs to be a way to show that check was deposited but returned. The current way requires you to unpost and delete the check/donation. This is problematic especially when crossing months and the reconciliations don't match your bank statement.
6 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.
1 vote -
Donation Receipt only after posted
Generate receipt option only after donations are posted to avoid errors and accidentally sending a receipt too early, but still allow you to save the donation in the system as a placeholder.
1 vote -
Recognize soft credits on donor profiles
We should be able to add soft credit to a donation record and it appears on the donor profile. Otherwise it does not count unless in a report.
40 votes -
internal grant show originating fund name in donation report
When a donation/grant is INTERNAL, please show in the description field, or the trefname field that has the grant number, the name of the fund where the donation is originating from. Please have this show up in reporting.
1 vote -
Public Securities - Name of Stock - in Description Field
We would like to have the name of the stock autofill in the "Description" field. Not the # of shares and ticker symbol as they have their own separate fields. We have to manually type in the Name of the Stock as we use it to populate on our tax receipt letters.
10 votes -
DAFpay
Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
https://www.dafpay.com/1 vote -
user donation notification email
Add a Donation Notify button that users can subscribe to in order to get notified immediately when someone donates through the Portal or Giving Hub. Just like for recurring donations and grant requests.
1 vote -
kerry@centre-foundation.org
Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.
1 vote
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