44 results found
-
Fund Name in Tax_Receipt Templates
When generating templates for tax_receipts, a fund name fields exists. This automatically pulls the Public Name of the fund. It would be nice to have the option to include the fund's legal name as entered in the system.
2 votes -
Add Tribute Name and Donation ID Fields to {{For Each Item}} Area of Donation Template
Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates. Currently, donors can give multiple donations and multiple tributes during one online checkout. Only one tribute name and donation ID appears in their tax receipt. Please add the tribute name and donation ID fields to the {{for each item}} area of donation templates so any and all tribute names and donation IDs will appear in their tax receipt. Thanks.
13 votes -
1 vote
-
tax receipt sent - language
When we indicate tax receipts were sent, it changes from "Not Sent" to "No". which is very confusing. It makes it read like we don't want Tax receipt sent. Can these descriptions be updated to something easier to follow? Not Sent to Sent? Thank you.
21 votes4-24-2023: Donations: Renamed the Tax Receipt unchecked to read Not Needed. This will help clarify if the tax receipt is needed for a donation or if it has been sent.
-
Separate Affiliate Donation Tax Headers and Footers for Auto-Receipts
For auto-generated receipts from gifts given through our (9) affiliate donation portals, I submit that each Affiliate/Supporting Org should have their own Donation Tax Header and Footer available to customize in Content. A similarly useful alternative would be to allow us to incorporate the Affiliate Org name and logo into the auto-generated online receipts somehow.
6 votes -
Gift receipt template - please add ANONYMOUS FIELD :)
Hello! We are using the receipt template system option and would really like to have the anonymous field added to the template field options. This is literally one of the most important fields on the receipt - is there any way you can get this added asap? We love being able to add a template to a fund, however, it is super crucial to let our donors know that we received their request to be "anonymous." Thank you!
12 votes -
Add column for primary email to unsent tax receipts page
If there was an additional column that showed the donor's primary email on the unsent tax receipts page, it would be much easier to check and uncheck the right boxes for bulk processing.
4 votes -
Batch Email Yearly Tax Receipts
I know you can prepare yearly tax receipts and email in batch. However, it would be very helpful if there was a cover email to go with it in the content of system data. We would like to be able to say something in the email instead of on the template for the yearly tax receipt.
1 vote -
Allow for individual fund advisor address fields in statement templates.
Currently the only address field block available for statement templates is the ENTIRE address block for Fund Advisors.
For agency funds that have an individual as a fund advisor, we are using the address line 1 field to enter the organization name into the individual's record - to give clarity and context to the mail item.
Unfortunately, if that individual then contributes to an unrelated fund, the tax receipt will also include that unrelated organization name in the address block.
I would like to set the address block for statements as follows:
Fund Advisor Name
FUND NAME
Fund Advisor Address …2 votes -
Add payment method as a field on tax receipt templates
This would help us to be able to have fewer templates (using if else merge logic) and simplify gift entry.
2 votes -
Add donor email merge field to templates
Please add donor email as an option on tax receipt, tribute and pledge templates. In particular this would be useful for pledge and tribute templates as those can't be sent directly from the system.
1 vote -
Print Envelopes for Tribute Notifications
It would be really helpful to have the ability to bulk print envelopes for the Tribute notification letters. It could go on the Tribute's Report Printout screen similar to how that function works when generating the donation thank you/tax receipt letters. We do quite a few notifications of memorials or honors, so we're really looking for a way to not have to print envelopes one-by-one. Thanks!
38 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
-
Donation Receipt Email
If a donor makes a gift online the automated donation receipt email reads: "Attached is the tax receipt for your recent donation." It would be nice if we had the flexibility to change the message and add some personalization through Systems Data.
24 votes -
Allow Fund Advisors to access tax receipts from their portals
One of our fundholders asked if they could get a copy of their tax receipt from the portal. It would be great if we had the option to add a copy of their receipt to the portal along with the other printing options available during the gift entry process.
5 votes -
Batch print yearly tax receipt
We would like the option to batch print the yearly tax receipts for any given year. The yearly tax receipts are currently only available by going to each individual donors profile. This would enable us to print a comprehensive receipt for an entire year for all of our donors. This could be especially helpful for donors that give multiple times throughout the year, allowing us to give them one receipt at the end of the year instead of every single time they donate.
9 votes -
Create a template for Advised Donations from our DAFs
We get donations to our annual operating fund from our DAF owners.
We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.
13 votesYou can use the donor advisor field and create a "thank you"template to then send to the DAF.
https://support.foundant.com/hc/en-us/articles/4419033076247-Donation-Advisor
-
Receipt for event tickets
We would like a template so that we can create receipts for event tickets. Some purchasers of event tickets need a receipt indicating that they have paid for their tickets. Right now we only provide that by creating a custom receipt in Word.
4 votes -
email log for profiles
I would love to have a way to view emails sent via CS located on the profile tab. This would include emails sent via Fund Advisor login, online donation emails that include the attached tax receipt, etc.
Thanks!
Missy Belles19 votes -
Template letter to thank anonymous donors
Would like to be able to use a donation template letter for anonymous donors.
24 votesYou can build your tax receipt templated to accommodate anonymous donors. Feel free to reach out to support@foundant.com with questions.
-
Set auto-fill text when sending tax receipts by email
When you select 'email tax receipt', the subject and body auto-fills a generic message. It would save a significant amount of time if we could edit these messages to instead auto-fill text that our client has chosen.
7 votes
- Don't see your idea?