42 results found
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public name
It would be awesome if the option to bring in the Public Name of a fund was available everywhere Fund Name is. Anytime I send out correspondence, I am using the Public Name, not our internal name.
5 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each…
28 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
9 votes -
Tax receipt
When I uploaded a new default tax receipt template, I see that it is applied to all past donations. For example, a tax receipt that was sent on 4/9/25 does not preserve the actual tax receipt that was sent - what is preserved is the date and time stamp, and when I click "tax receipt" next to the printer icon, what is created is a tax receipt using the most recent default template. Would it be possible to also save the tax receipt that was sent at the date/time of the time stamp?
4 votes -
Tax Receipts: Separate fields for Donor profile and Donation Advisor
Please create separate tax receipt template fields for the Donation Advisor profile that mirror the currently available fields for the Donor profile (salutation, legal name, org contact label, work title, organization, recognition name, etc.). While it's helpful that the address fields beginning in "addr." will change depending on if there is a Donation Advisor applied to a particular donation, we still have to make manual updates on every tax receipt letter to correct salutations, etc. when we have a Donation Advisor applied to the donation. Creating two separate sets of fields would reduce both the staff time spent making these…
13 votes -
template logic for campaigns
For the new Fundraising type campaign, you can assign a tax receipt template to the campaign. However, there is no logic to pull this letter into a manually entered donation. I have been going into each manually entered gift and editing the tax receipt template to match what is already tied to the campaign. We need logic built so tax templates for specific campaigns will automatically be applied to manually entered gifts.
2 votes -
Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the granteeCurrently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisorThere is no…
1 vote -
Allow Internal Grant Letters to Pull Receiving Fund Fund Advisor Info (Name/Address)
When generating an internal grant letter (e.g., a DAF granting into an Agency Fund or Field of Interest Fund), foundations may want to notify the receiving fund advisor that a grant has been made into their fund.
Currently, there are no available merge fields that allow users to pull:
-The primary fund advisor of the receiving fund
-The receiving fund advisor’s mailing address
-Other advisor contact details from the receiving fundThis limitation makes it difficult to automate internal notification letters for:
-Interfund grants
-DAF → Agency Fund grants
-DAF → Field of Interest grantsCurrent Limitation:
Internal grant letters…1 vote -
internal grant letter template field
In the Internal Grant letter template, I would love to have the advisor household salutation. You have included the advisor household label, but my only option for the salutation is one member of the household. So, we are manually editing all the internal grant salutations. Please help us be more efficient by providing the advisor household salutation!
0 votes -
Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 votes -
Add Yearly-Tax Receipt to Portal in Files or Statements
Create option to generate yearly tax receipts via a template (like we can with Fund Statements) that we can add to the portal in either Statements or Files. Currently donors can see and print their receipts individually, but not a yearly tax receipt. A yearly tax receipt on the portal would be an great addition!
14 votes -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
11 votes -
Assign Scholarship Letter Templates to Grantee/School Profiles
Sometimes different schools have differing criteria for the student information they would like us to communicate along with scholarship payments and being able to accommodate those differences within the templates assigned would be a great convenience. At the simplest level, some schools request we include a student info form and it would be great if our letter could reference that form as part of the complete correspondence, while not referencing any attachments on letters to schools that do not request supplemental documentation.
9 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
11 votes -
Grant letter template
Please consider assigning a grant letter template through the Fund profile. Looking at the fund profile for the name of the grant letter template is so much more efficient than going back to the Template listing and scrolling down to find the fund and their assigned grant letter template.
15 votes -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
10 votes -
Tribute Template - Salutation Merge Field
For our Tribute letters, the Salutation merge field populates with the first and last name of the recipient. Would it be possible to have it just populate with the first name of the person or the couple receiving the letter? This would make the letter less formal, especially when it is being sent to any donors that we have a long-standing relationship with. I saw a post where this change was implemented for the Tax Receipt template, so I'm hopeful this would be an easy fix for Tribute templates as well. Thank you! Kelley H.
3 votes -
Tax Receipts: Combine online fee and donation into one line
When we receive an online donation through Stripe, the tax letters have two lines: one for the main donation and a second for the donation fee. We would like that all on one line.
This is what we currently have:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}
This is what I'm trying to do:
Date of Gift {{donationdate}}, Fund Name {{#foreach item}}{{description}}, Donation Description (if any) {{donationdescription}}, Amount {{amount # $#,0.00;($#,0.00)}}{{/foreach item}}, Fee Amount (Need Merge Field), Total Donation (Need Merge Field)
1 vote -
New Grant Letter Type - Multiple Funds for One Project
My suggestion is for a template type that can be used for a grant letter to an organization for a single project/initiative but was supported by multiple funds.
I know that the Advanced Grant Letter allows you to pull multiple fund payment lines into a table (listing the Funds, Payment Amounts, etc). However, this appears to be more suitable to consolidate entirely separate grants from different funds that just happen to be going to the same organization into one letter. If I were to include the description field into this section, it would just repeat the same description on multiple…
2 votes
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