186 results found
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posted donations tab does not show fund name for interfund gift
Please provide the name of the fund on the "posted gifts" tab for interfund gifts - this is an important view and not sure why it was taken away, it used to be there on the old donations view tab...
3 votesHello,
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Fund Advisors donating to their 'Private' funds-showing as Promoted on Donation Portal
Fund Advisors should be able to donate gifts/contributions to their funds from the donor portal when they are logged in even when those funds are marked as Private on the fund level. This should NOT then show their private funds to the Foundations 'Promote' page for donations. This appears to indicate to the donor/organizations that the Foundation is promoting their Fund which is not the case. This is misleading. The donor and Org may try to link this page to others to show this is where they can donate to funds whereas this page is viewable only to the Fund…
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Separate regular donations from donor advised donations on the canned Donor Report
You recently implemented the ability to rollup households on the Donations > Donor Report. This was a good change that helps a lot.
One thing that we noticed is that the count of donations includes donor advised amounts. We use the report to create a subset of donors that we want to generate a yearly tax receipt for.We had a donor listed on the report however their donations were all donor advised amounts and when we went to print their yearly tax receipt, it tells us that they have no donations to print a summary for 2022.
It would…
1 voteHello,
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Status Field for Bulk Tax Receipts
Could we get a status column for bulk tax receipts?
After I process a large amount of tax receipts, I have to go back to mark them as sent. It would be helpful to see which ones were sent/printed so that we can remove them from the receipt bucket.1 voteHello,
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Donation Advisor
Make Donation Advisor a Profile Type so that their contributions are easier to track. This way, when you open a profile ID, you can see right away if they have made a soft contribution or advised a gift, or are responsible for a matching gift. Maybe this would help to resolve current reporting issues?
1 voteHello,
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Donations - check box for hold posting
After entering a gift, there are times I find I need to hold posting it (for one reason or another) and then need to reach out to the co-worker who posts donations and ask they hold on it until further notice. A "hold for posting" type check box would be helpful in these instances.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Ability to not auto-post Stripe transaction
When stripe transactions are brought into CSuite, put them in the NEW bucket (like they were manually entered) and not be posted so they can be edited prior to posting. Currently, we unpost and change the majority of our stripe donations because the default account is not where they need to post. With donor notifications turned on, the donor receives multiple emails for our behind the scenes work to make the books right.
A request with a similar title was submitted/implemented but it only changed auto transfer/deposit not posting. That actually caused more work on our end and didn't resolve…
3 votesHello,
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Donation Tribute Info - less is more?
When entering a new donation, it would be great to have the tribute notification fields only appear if they are needed
1 voteHello,
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Create donation tab
Can we get the Create Donation button at the top of the left side column list or at least all caps and a different color? It gets lost in the text to my eyes. Or am I missing a more obvious location from which to add a donation?
2 votesHello,
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Stock decimal setting
Would love to have the opportunity to edit a setting that can decides across the board how many decimals we use for stock gifts, in order to match what our broker does. Would rather not override that every time.
1 voteHello,
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stripe id
Stripe Reconciliation: I need the fund identified in Stripe to share with Fund Advisors or a way to merge the Stripe information with the Foundation information via the Stripe ID. Currently the field, Stripe ID, is not available in custom reports. Other than copy and paste manually to get this information ... I would prefer a better method than hoping that the email/name is consistent between the two systems for validation then reconciling where it isn't etc.
1 voteHello,
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Recent Donations
When inputting donations, being able to see recent giving history from the "Add Donation" screen would be helpful. Something similar to the voucher side where you can see recent vouchers from vendors.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Report using filter for "or" instead of "and"
Want to be able to extract data by using two different filters using the "or" instead of "and". Example would be to extract gifts by donation service Id or profile service Id.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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identify recurring donation
It would be great to have a notification or way to identify if an online donation is recurring immediately, rather than waiting to see the next month when it needs to be posted. We'd like to do some specific stewardship and thanking for those recurring gifts as soon as they are made in Stripel
4 votesHello,
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online donation confirmation email without an attachment
Have the ability to send a confirmation email for online donations that does not include any kind of tax receipt. Most online "shops" send an email to confirm receipt of payment and we would like to do this. However, we have many tax receipt/acknowledgements that need to be manually edited before being sent that we don't want to automatically send those via email. Especially for events where tickets are part of the purchase process and there is a charitable and non-charitable piece to the payment.
2 votesHello,
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Add Donor Email to Donation ID When Creating a New Donation
We are trying to create a process for emailing tax receipts. However, the biggest hurdle is that we do not know if an email address is available for each donor. When we create donations we don't know if donors have an email address or not, which in-turn doesn't allow us to choose the appropriate template to use. Is there a way to add an area within the 'create donation' section that shows an email is provided in the profile. Maybe have it listed under the address area. Example attached.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Please include internal donations in the donation notifcation to fund advisors
It would be great if the donation notify action would include internal donations!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Multifund and Multitribute Donations
We have many donors that send in one check to donate to multiple funds and/or for multiple tributes (especially at the end of the year). It would be great to have a multifund and multitribute option on donations so that I do not have to enter the single donation multiple times to allocate it to the proper funds and/or tributes.
19 votesHello,
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donor history
I would love to see a donor history view that looks similar to fund history. Now when you click into a fund's history, you see top donors, a graph of giving over time, and a pie chart. It would be wonderful to see this on a donor's profile as well that easily displays funds they have given to, years they have given the most etc. etc.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add a file upload field to donation import
In order for the donation import option to help streamline recurring debit authorizations, we need to be able to attach a support file. Otherwise, we still have to open every donation to attach the support.
I appreciate your consideration!1 voteHello,
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