135 results found
-
Ability to move the search bar on the "Donate to a Fund" page
It would be great if we could move the search bar to the top of the "Donate to a Fund" page if we're promoting more than a page's worth of funds.
5 votes -
Multiple Donation Entry
Would be FANTASTIC to be able to enter a batch of donations, review them on a report and post as a batch, rather than having to post after each donation ( to create a deposit in the till )
54 votes -
anonymous
I would like the option to filter Profiles by those entities that wish to be marked Anonymous. This is currently tracked on the Profiles with a checkbox but is not an option in the Profile Filters. I know I can filter by Anonymous donations, but I want to filter Anonymous Donors as well.
3 votes -
Credit card fees posted to other fund
When processing credit card fees, paypal or other fees have the ability to charge the operating fund not just the fund receiving the donation
13 votes -
A way to mark that tributes have been sent.
It would be great if there was a way to mark when a tribute acknowledgment letter has been sent out. For example, when you are looking at a list of donations made in someone's memory/honor, add an additional column which a box for each tribute that you could click and a day/month/year box pop up. You could simply select the date when the tribute letter was mailed.
19 votes -
Allow Fund Advisors to export memorials
It would be cool if Fund Advisors could export more detail on their donations. For example, memorials, or recognition names or even an export of the mailing address. Currently, they can only export the following:
donationid donorname date advisedonorname payment_method description amount
18 votes -
Filter reports by donation type and/or source
Client requested to have a filter option that allowed them to filter donation reports based on the type (Cash, Check, Stripe, etc.) and/or the source of the donation (online donations).
15 votes -
Donation amount merge field has commas in it
The merge field for donation amount prints a number with no commas. This is hard to read with large numbers. It would be good to have commas in the donation amount merge field.
9 votes -
custom message
Would like the Custom Message to show up in the CSV export of the Donations report. That way it could be added to thank you letters using Word Mailmerge
5 votes -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Non-Gift Transactions for donations
Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.
19 votes -
Donor Portal - Donate Option
I just spoke with a new donor who was using the donor portal and there is now a "Donate" button available to them where they can give to their fund online via credit card. Nice option, but once you get there, you go out of the portal and lose all the tabs and the only way to get back is using "back" button, and it's confusing. It would be great if the user did not leave the portal when using this option.
4 votes -
search function on top of donation page
Several folks have indicated that if the "search" function was on the top of the donation page it would be very helpful. Unless you scroll to the very bottom you don't realize it is there.
7 votes -
Templates: Override Default Template
I think it would be great if we were able to override the default letter templates.
For example, the standard donation would be generic but then we could have a memorial template where we could add a blurb about being "honored to be included in your thoughtful remembrances of your loved ones and friends."
Or additionally, donations to a single fund vs. a donation to multiple, etc...
7 votes
- Don't see your idea?