131 results found
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Agency Endowment Donation Alert
It would be beneficial to implement a feature or an alert that prevents donations from being directed to funds designated as agency endowments, unless the donor is the agency itself. A message such as 'Fund can only accept contributions from the founding organization. No third-party gifts accepted.' could be displayed. Incorporating such a measure would be useful to prevent any donations from external parties or individuals outside the agency.
10 votesThere is currently an option to add a note to a fund. When adding the note, select alert, then donations in the drop down that appears. This alert will appear at the top of the donation page when that fund is selected to remind the user that the fund only accepts donations from the agency itself.
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Recurring Donation - give donors option to end or change amount on portal
It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.
144 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Ability to send corrected tax receipt within Foundant
If a correction is made to a tax receipt (original receipt voided and new receipt created), CSuite does not allow you to send the receipt within the software. I found I had to download the receipt and email it to the donor using Outlook. Would like the ability to send corrected receipts in the same manner as original tax receipts.
1 voteWithin a donation, there is an option to create and then send in the system a new receipt. Please test this again and reach out to support if you feel it is not working.
Select tax receipt on the left side menu of a donation record. You will be given the option to create a new receipt.
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Fund Image needs to be included on Donation Page
While the fund images are on the main giving/listing page, they disappear when you get to actual donation page for said fund. We really need that to be included there. As it stands the giving page is bland and unwelcoming, not modern and bright like many other giving platforms. Until you reach that stage of design, could you at least have the image (if there is one) on the donation page? How about bold and enlarge the Fund Name? Put it up with/match size of the "donation" line.
56 votes -
Need Options for Household Choice on Donation portal
It would be helpful to have options for the new household choice on the donation portal --
EITHER an option to provide guidance on what to include in the household name (we have found that people are just entering the last name with no first names and we always include first names with the last name on the household).
OR the option to disable the household option on the donation portal. We are finding this is not really saving us much time. What we found in the past, when people wanted the donation to show both names, they will add…
8 votesThe following enhancement was released on 10/18/2023: NOTE: This must be enabled in Donation>Settings to allow online donations from a Household.
Donations: Added a new setting for Donations. This will allow clients to enable the Household giving option on the Donation Portal. This will be a new Setting labeled: Enable Household Giving. Clients will need to enable this option for the Household Radio button to appear on the Donation Portal.
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Donation page enhancements
It would be great to have a streamlined donation page that has a customizable heading and intro text and also has a dropdown of funds rather than a long list of funds. It would also be nice to have the user be able to input their contact and billing information on a single page or at least fewer steps than it takes now to donate. The easier the donation experience for users, the more likely they'll donate and finish their transactions.
4 votes -
Donation Page says "show all funds". It should say "show additional funds"
At the bottom of the donation page the link to show additional funds says "show all funds". We do not make all of our funds accessible for online donations. Please update this language to say "show additional funds".
5 votesThe label to show all funds has been changed to Show Additional Funds in the New Donation Portal. This must be enabled in Styles. Please refer to the help article titled Donation Portal for additional information.
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Donation portal fund sorting
Currently the donation portal funds are sorted by the Fund's Group in CSuite. Given that we are able to segment funds further by subgroup, divisions and segments, it'd be great if we could instead choose which criteria to sort the portal by e.g. via the Fund's division rather than group.
12 votesWe will not be updating the sorting of promoted funds by group in the legacy donation portal. If you enable the new donation portal, promoted funds will sort alphabetically or in the order you set. Here is a link to the help article to set up the new donation portal: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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make donation date available to Donation_notify_email_body
It would be useful to have the donation date available to Donationnotifyemail_body for clarity.
2 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
Public Securities Sort
Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes…
26 votes9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter…
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Split donation
A split donation with more than one donation destination is not the same thing as using a profile payment. Donors make gifts, not payments; that's a different process, which requires an invoice, and multiple transactions. We should be able to honor a donor's request to split their gift however they need and keep the records clean.
This idea is not "implemented."
Just today, I had the ability to get as far as a screen that showed the donation, how much of it I applied to one fund, and then I had the option of entering a second fund for the…
142 votesDonations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left hand menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
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list of donation amounts online so if you click on that amount it's automatically added to your cart.
List of donation amounts online so if you click on that amount it's automatically added to your cart.
6 votes -
Change the language of finalizing donation.
"cart" seems tacky, don't you think?? donors aren't buying anything!!
Make donation now, complete donation, anything would be better.
Or give us a space to edit in styles.31 votesReference to the "cart" when checking out has been removed in the new donation portal. Please refer to this Foundant Help Article for more information on enabling this feature: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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3% stripe fee wording
When donors go to checkout at the required checkout information and they can add the percentage to help cover the Stripe processing fees, the wording at the checkbox is not accurate. The default screen for the added percentage should read "to help offset the credit card processing fees" as we all know that this percentage does not cover 100% of the fees.
15 votesThis has been implemented. Here is the release note:
Donation Settings: Added a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable description field next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain anonymous from the Donation Portal.
-Anonymous Description is a customizable description field next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the descriptions to 255 characters. -
Tax Receipt labels/envelope order
It may just be me, but....it seems like if I print envelopes or labels from the donations-tax receipt section, they are in different order. And that order differs from the order in which the letters print. Can that be fixed (and if it's a user error, can someone please just let me know?) :)
6 votesRelease note from 9/20/23:
Donations: Enhanced Tax Receipt Bulk Actions to save the selected list of donations. This will allow clients to make a selection of the Tax Receipts and then process through Printing letters, Envelopes, Labels and Marking the donations sent. This update will also print the envelopes in the same order as the letters.
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Ability to Sign Up For E-Newsletter (checkbox) When Making an Online Donation
There should be a way for an online donor to sign up for our e-newsletter as a part of their online donation process. This could be done by adding a check box that says "sign up for our e-newsletter" or something similar. Should be located directly below where they enter in their email address.
7 votes12/6/2023: Funds: Enhanced Funds Bulk Edit to include Short Summary, Internal Description Field, and Fund Summary. This will allow clients to easily update several funds at a time. The Short Summary field will also allow for HTML language. This Short Summary will be used on the Donation Page with the new release.
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donation page
I would like to have the option of selecting the order of the funds promoted on the donation page instead of just by group. Some of our funds are in a specific group but I would like them in a different order based on the time of year.
1 voteThis is available in the new Donation Portal. Here is a link to the help article with instructions on how to implement this new feature. https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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For yearly tax receipts, add field of household salutation
For yearly tax receipts, we have option to pull household label but not household salutation. Add this field as an option in year-end templates too!
3 votes9/22/2023: Idea Lab Live:
Yearly Tax Receipts: Added the ability to print Envelopes for Yearly Tax Receipts. Best practice would be to use Custom Reporting, opposed to Filtered Reports, so that clients can filter out donors without addresses. Envelope job will not complete with profiles that are missing addresses.
Templates: Added the Profile and Donation Custom Fields to the Yearly Tax Receipt, along with the Household Salutation.
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stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
113 votes9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter…
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donation types
It would be nice to be able to deactivate Donation Types. We have some that are no longer relevant, but we don't want to simply delete them as it impacts the donations connected to them. It would be nice to have the ability to deactivate them so those donation types don't appear on the drop down when entering new gifts.
3 votesDonations: Added the ability to mark a Donation Type Active. This new functionality is located in Donations, Donation Types and Active column. Checking the Active next to the Donation Type will list the Donation Type on the Donation during creation or edit.
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