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11 results found

  1. notes on donor portal

    Please link donation notes so they are viewable in the donor portal. It is labor-intensive to have to compile all the notes for a particular fund and send them on to the fund founder. We recently had 168 gifts made in a donor's memory and had to pull these into a separate file to share with his widow.

    18 votes

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  2. Hide donation amounts on fund statements if fund is marked to hide amounts

    If a fund is set to hide donation amounts from fund advisors, then the amounts shouldn't pull in on fund statements. So, similar to hiding scholarship awardee names on fund statements, don't allow donation amounts to show either.

    6 votes

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  3. "Invoice" descriptions in Donor Portal

    Campaigns with multiple ticket types/amounts are causing confusion to donors who cannot tie tickets to individuals. They can see a description if there is a charitable component (in the donation tab), but if it is a straight invoice (no charitable component), they are clueless on the ticket type. Our donors (for a golf tournament) would like to have immediate access through the portal instead of having to wait on ticket reports from staff. It would be helpful if the ticket type/name could be added to the description column in the invoice tab in the donor portal!

    4 votes

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  4. Customize Donor Portal

    We would like the option to make modifications to the Donor Portal so during our Giving to Lincoln month, donors who are making grants to participating nonprofits from their donor advised fund can log in and select from the Grantees they've given to in the past, they can then select a check box that this is for Give to Lincoln Day. We could then add the NPOs that are participating in CSuite and this NPOs would pull over to the portal as participating NPOs for our giving day.

    2 votes

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  5. Household option for public donation page

    It would be nice for folks to be able to select "Household" alongside "Individual" or "Organization" when donating on the public online donation page. We have had some people donate as an individual recently and add in spouses on the "Recognition Name." This makes the donation and acknowledgement show up under the individual when we really want to acknowledge the household.

    28 votes

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  6. Photographs and modernization for Donation Pages

    In reviewing some historical ideas, I've come across this:

    So often, a photo tells the story. Most online giving sites have space for an image to accompany a story. As a Community Foundation, we often receive gifts given to uphold the legacy of a loved one. We would like the ability to upload an image for each fund.

    and in that same string -

    "The donate to a fund page is so bare and "sparse" as one of our donors said."

    It still is folks - one doesn't even see the uploaded fund image on the subsequent donate page. How…

    8 votes

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  7. Goaled Fundraisers through the Online Donation Portal

    Have the ability to set up goaled fundraisers for specific funds, that will populate a unique link in the Donation Portal. Also, have the ability to track the progress towards the goaled amount, similar to GoFundMe.

    4 votes

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  8. 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 votes

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  9. Express consent to share donor info with fund holders

    In order to comply with British Columbia privacy laws, we need to achieve "express consent" to share donor info via the donation pathway and track that consent so that info is shared appropriately with fund advisors. I'd like to see CSuite help us achieve that via the donation process with the addition of a checkbox during checkout.

    The checkbox could look similar to the “Donation in Honour of” checkbox and read something like:

    [_] Yes please share my name and contact information with the xxxFund Holder/Charity so they can contact me directly to share information about their programs and campaigns.…

    35 votes

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  10. Customize "Continue Giving" Button

    We want to customize the wording and landing page this button leads to.

    8 votes

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  11. Public Securities Donations To Multiple Funds

    Would like the ability to split or allocate a public security donation to more than one fund.

    25 votes

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