85 results found
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Donations
With split donations - the ability to attach documents that will be applied to however many donations there are.
2 votes -
Recurrring Donation - Last Donation Date
Recurrring Donations: It would be great if there was a "Last Donation Date" column. It would be helpful when looking for errors and to confirm the recurring donation went through.
2 votes -
search book of memory name
It would be nice to have the ability to pull a report of all book of memory donations, including names of those being honored or memorialized.
1 vote -
donation report
Donation report --- please add the ability to sort donations by date within the donation report screen. The most recent donations are at the bottom, and I often have to scroll all the way to the bottom of the report to find recent donations. Please add the feature to the date column so we can switch that view with one click to see most recent donations at the top.
2 votes -
Stripe fees
Can we incorporate the 30 cent transaction fee into the calculation when a donor chooses to cover the processing fee? We get a lot of questions as to why an amount of $99.70 was deposited, for example, and when we explain that the donor covered the fee, but there was an additional fee not covered, it just creates unnecessary confusion and time out of our day to explain. Seems like a simple adjustment.
2 votes -
Items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu
Could items with "heart" icon i.e. Tax Receipts and Tribute Notify in left hand menu, not only have the heart, but also appear in "red" font? This would help identify the anticipated next step from either the Donations/Receipt bucket or Donations/Tribute bucket.
2 votes -
5 votes
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Donations- Inactive Profiles not listed, causing duplicate profiles
In an effort to clean up our database, we've been marking profiles as "inactive" if they don't meet recent activity requirements. We recently discovered that those inactive profiles aren't showing on the list of possible profiles when a donation is being entered; therefore, a duplicate profile was created. We would find it helpful if the inactive profile was still listed in the drop-down menu so we would know that it needed to be "reactivated" so the donation could be processed properly.
2 votes -
Thank You Tracking
It would be helpful to have a checkbox to track if a thank you has been sent for each donation. It looks like this used to be available but no longer is. Sometimes a thank you is sent via email, phone, or mail and it would be helpful to have a simple 'thank you sent' check box to keep track of this.
2 votes -
non gift tax deductible notifications
For a non-gift, is there a way to generate a notification to thank donors for their gifts that come from another donor advised fund or a commercial fund that do not receive the tax deduction notification?
2 votes -
Recurring Donations & Tributes
It would be nice to be able to add a tribute to a recurring donation so it shows on each donation after it is posted rather than having to add the tribute to each donation (monthly, annually) after it is processed.
5 votes -
Total in Till for Other Payments
Can you all please include a total in the till for Other Payments? This would be a meaningful improvement for when there are quite a large number of other payments to reconcile in the till.
2 votes -
Change Donor Warning-Second Step
It's great when we realize we posted a gift to the wrong donor (happens a few times during our Annual Give Day). While it's easily corrected, could there be a warning that you must also Edit the General Ledger information. This is a two part process.
2 votes -
fund column in post all donation page
Currently, when bulk posting donations, we don't have the name of the fund available, just the donation number, name and amount. Having the 'fund' name available when bulk posting donations could assist users to know/choose which donations they need to post.
1 vote -
Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)
The bulk create yearly tax receipts is a great function - and I would love it if we could leverage the way we do statements. Currently, the option is to mail or email the yearly receipt on an individual level. If we could have a way to bulk create them for donors and publish to the fund advisor portal, not the donor portal, so that fund advisors can see the tax receipts this would get around the issue of individuals having to change the profile to the household to see household donations. This way they could see their yearly receipts…
3 votes -
Allow donor to opt out of automatically generated tax receipt from online donation
Please allow an online donor to opt-out of automatically generated tax receipt and/or allow fund advisor to opt-out of donations they make to their own fund.
5 votes -
Changing Fund for Online Donations
I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.
2 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.
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…
6 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?
2 votesThere 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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