57 results found
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Include fund names for open pledges on donation page
When listing open pledges at the top of the Donation page, the Fund Name should be included with the other information. This would be especially helpful if a donor has more than one open pledge and/or if a donor is making a gift to a fund other than the one(s) they have open pledges for.
4 votes -
Set Default Payment Type on Donations
Most of the donations they receive come in as checks. Would like to be able to set a default payment type that will autofill check as the payment type, unless they change it to something else.
2 votes -
delete donation record
Currently a user is able to delete a historical donation, there is NO pop up or confirmation to delete BEFORE the record is blown away! YIKES! Please add a confirmation similar to deleting a historical grant, thank you!
8 votes -
Add a receipt interval to the recurring donation setup
Add a receipt interval to the recurring donation setup. We have some recurring donors who would prefer to only receive receipts at year’s end. Currently a profile’s email must be temporarily removed or set to inactive to ensure a receipt is not sent at the time a recurring donation is processed. When processing recurring donations they currently bypass the Receipt Bucket and move straight to the Posted Bucket.
8 votes -
Pledges with non-charitable portion
Hello, we receive pledges for sponsorships, of which, the bulk is charitable. No problem linking the pledge tot he charitable portion. However, we cannot seem to find an easy way to link a non-charitable portion of the pledge (for instance if tickets come with a sponsorship). Is there any way to do this? If not, can you consider it for the future?
1 voteThere is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns
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Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
112 votes -
Allow Editing/Deleting the Automatic Pledge Adjustment
Please provide a way for us to edit/delete an automatic pledge adjustment. There is no way to do that in the system, and if you accidentally miskey something that causes an automatic pledge adjustment, it's permanently recorded. This not only messes up the GL details, but it also creates an inaccurate pledge total amount that shows up in the system.
Case in point, we accidentally added an extra number on a payment which then increased a pledge by $2.5 million. It was a simple mistake, pure accident. However, we're stuck now in perpetuity with the wrong figure showing on this…
18 votes -
Auto Tax Receipt and Event Ticket Receipt based on Donation Amount
The option to auto tax receipt based on the donation amount would be very beneficial as not every single small donation needs a tax receipt. This would be a setting in the donations settings that allows for the inputting of an amount and should that threshold be reached, then the donation or event ticket receipt would be automated. Otherwise, it would have to be manually processed.
3 votes -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
3 votes -
Bulk Post Pledges - New Bucket
After importing pledges into CSuite users are unable to bulk post all of the pledges listed in the new bucket. This requires the user to click into each pledge & then post. This requires additional setup time when working with a high volume of pledges.
3 votes -
Campaign - Linked to Pledge on Pledge Import
When bulk importing pledges it is not possible to include the campaign that is associated with each of the pledges that are being imported. It has to be added 1 by 1 after the pledge is in CSuite which requires additional setup time after the import. This would save time when setting up pledges associated with a campaign in CSuite.
3 votes -
Attach file when adding Donation
When creating a donation, I would love to have the option to drag my attachment directly into that page before having to process the donation.
I currently have to process the donation, then go into attach file and pull in my attachment there, and to finish up with posting it. It would simplify things for my workflow to just be able to drag my attachment into the screen where I'm creating a new donation. (We attach a copy of the check for all donations)
7 votes -
grant catalog field on bulk donation upload template
When we integrate GLM to CSuite for Grant Catalog use, there is no way to add the grant catalog identifier to the bulk donation upload template. We have several foundations that do Giving Day and they have nonprofits apply in GLM to participate, we integrate to CSuite for Grant Catalog. While some donate online and it works great, many people donate in person on Giving Day with a check or cash. In these cases (and could have upwards of 200-400 cash / check donations), our accounting department has to add the grant catalog field after they complete the bulk upload…
1 vote -
Multi fund donation subtotal line
When using the multi fund feature on donations, it would be amazing if there was a subtotal line summing up the donations as they're entered.
4 votes -
yearly tax letter assigned by division, donor or fund
It would be nice to assign yearly tax receipts based on funds similar to regular tax receipts. We only send yearly receipts to our annual campaign fund donors. There is no way to segregate these tax receipts at this time.
2 votes -
Add Donation Advisor Field to Donation Import File
Please add the donation advisor field to the donation import file for bulk donation uploads. This would be extraordinarily helpful for our workplace giving program.
2 votes -
profile payments buy a ticket
We have a Campaign - Race (5k Run/Walk).
Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.
- Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
- Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.
IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.
I apologize if this isn't clear. I have to figure out the best way to solve this problem.
1 vote -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
14 votes -
pledge promise
Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.
14 votes -
percentage of gift to spendable
It would be nice to have the ability to apply a percentage or dollar amount of a donation to the spendable and the remainder to the endowed portion. We have some funds that have been setup this way but currently the donation has to be entered as two separate donations in order to achieve the split.
30 votes
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