106 results found
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donation advisor
Change the way CS searches names when adding a donation advisor: Currently, when you search names to add a donation advisor, the search factors prefixes and suffixes. It would be much easier if it just search Last Name, First Name. In some areas of the system, this is how the search function works, but it's not consistent across all area.
5 votes -
Allow deceased profiles to be added as donation advisor
Currently, it doesn't appear that you can add a deceased individual as a donation advisor. This creates issues when someone gives us money through their estate. The donor will usually be "the estate of" or a trust associated with the original donor. But we cannot add the deceased individual. That means we won't be able to see a donor's total giving history even if they made clear their intentions during their lifetime.
14 votes -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
5 votes -
Multi-fund donation - Payment Date
When entering a donation and using the multi-fund feature, a payment is automatically created. The payment date is defaulting to today's date - it is not pulling the date used when entering the donation. Unfortunately there is no way to adjust the payment date after the fact. This used to not be the case and something has changed.
3 votes -
Donation page settings
It would be great to allow us to add a section that asks how the donor heard about the fund they are donating to. They could make a selection from options we provide, such as website, event, referral, etc. This would help greatly with marketing efforts.
5 votes -
Public Security Ticker Symbol Verification
Run a ticker symbol check or allow users to edit ticket symbols without unposting/deleting. Currently, if the symbol is incorrect, the current workflows requires the transaction be deleted, then reentered with the correct symbol. There is no way to edit. Requested on behalf of Alaska Community Foundation.
1 vote -
bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 votes -
Donations/Pledges/Promises/Public Securities
How are folks handling the "pledge" name for DAFs? Is there a way to rename that field to something like "future giving" to keep IRS compliance? That way the donor can still fulfill a "pledge" without calling it that
1 vote -
Edit default subject field for emailed tax receipts
The option to email tax receipts directly from a donation does not provide a customization option, so you have to edit the text that will be in the subject of the email for each donation if you don't prefer to use C-Suite's default subject field. Please add the ability to create our own default subject field that will generate for every donation.
3 votes -
Custom Fields for Pledges
I would like to be able to create a custom field for pledges.
8 votes -
Import In Kind Donations
Can we add In kind donations to the donations import? It would require gl fields to be added, but it could be a huge time saver.
1 vote -
Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
14 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…24 votes -
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 -
Increase Donation Description Field Character Limit
Give us more characters in the donation Description field, please! Currently, there is a limit of only 256 characters, which is very limiting. We use that field to list the details with stock gifts, as that field is visible on the portal for donors. 256 characters doesn't go far when donors are donating multiple stocks.
11 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 -
jhunt@cbfcommunity.org
I would like to see the option of making a portion of a donation check spendable all in one transaction.
2 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 -
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 -
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.
16 votes
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