36 results found
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Set both a default email tax receipt and print tax receipt templates by fund
It would be helpful to be able to set both a default email tax receipt and print tax receipt templates by fund. Currently you can only set one default per fund but we want to include an image of a signature for an emailed tax receipt but want to sign printed tax receipts. Being able to setup two defaults could make this possible without significant work.
2 votes -
assign check template by fund
We would like to be able to assign check templates to funds. We have our default check and several other check templates. Almost all of the additional templates are specific to certain funds. It would be great if we could set a default check for each fund.
2 votes -
Adding Custom Fields
Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.
2 votes -
Add Organization Name and Contact Title as Template Fields for Grant Award Letters
Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.
1 vote -
Net Deposit amount on Securities Tax Receipt
Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.
1 vote -
Add contact information for organization on envelope/labels
When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!
1 vote -
Yearly Tax Receipt Template - add fund public name
For yearly tax receipts, allow the fund Public Name to be an available template merge field. Given that the receipt is a public facing document, the fund public name should be able to be used rather than the internal name which may include internal language.
4 votes -
Email receipt
When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.
17 votes -
Please allow description field to be pulled into transfer letter template
We just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!
Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.
Hopefully, since it's an existing field in the system, it would be an…
1 vote -
Donor email merge field for tax receipts
Please can we have the donor/recipient email field added to the templates field list for tax receipts.
1 vote -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Credit card acknowledgement tax receipt for events
Could you allow a different credit card tax receipt template for an individual fund, which is hosting an event and thus needs a template that says only a certain portion of their donation is considered tax deductible? Or, alternatively, allow us to turn off the automated credit card tax receipt for that particular fund? Right now it is an all the same or nothing option for credit card tax receipts.
14 votes -
For bulk year-end print receipts, print them in order of the report, not random order
The bulk year-end print results process in a random order and there isn't a way to print envelopes in that same random order. Solution suggested by chat was to print envelopes in alpha order and then find them, since they'll at least be easier to find in alpha order, to compile the mailing. Please fix this!
16 votes -
Event Ticket Receipt - Guest Information Fields
Guest information fields should be available to the the event ticket receipt template. This is especially important when offering multi-unit tickets so that ticket holders can have record of which guests were included in the ticket.
23 votes -
Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”
"Microsoft Word 97 - 2003" file format is not compatible with Microsoft SharePoint. In this file format, you can’t use the “autosave” function, and multiple people are not able to collaborate in the document concurrently. Updating format to "Microsoft Word Document" will likely improve user workflows.
(Same with Word and Excel files in GLM/SLM. Will post idea there too)
35 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 numbers and now that the field has been removed from tax receipts, we have to input this amount manually, which increases our margin for error. Please bring back this option for tax receipts.
0 votes
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