55 results found
-
Recurring Donations Communication to Donors
Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.
If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…
52 votesRecurring donation fields were added to the tax receipt template on 1/26/24:
Templates: Added the Recurring donation fields to the Tax Receipt Template{{recurring.description}}, {{recurring.end_date}}, {{recurring.end_date_iso}}, {{recurring.interval}}, {{recurring.next_date}},{{recurring.next_date_iso}} , {{recurring.rc_donation_id}} , {{recurring.start_date}}, {{recurring.start_date_iso}}
-
Template Field Request: scholarship check number
Please add check number field to Scholarship Payment reports. Right now we can add the CSuite Check Id, but not the check number. I'd like to include the check number in my merged letters to schools.
2 votes -
Add Steward to Tax Receipt Fields
We have multiple stewards who would like to sign tax receipts. It would be great if we could have a field that pulls the steward first and last name into the letter. Title of steward would be great too but that isn't as important to me as just having the function to get the steward name on the letter.
10 votes -
Please bring back tax receipts in Word format
I want to be able to modify/personalize tax receipts, if necessary. Also, the pdf version doesn't look like the template I created at all. I feel like I'm back to square one with them, figuring out how to make the pdf look professional. Attached is the pdf I get now as well as the Word document (saved as a pdf).
2 votes -
Split Donation to Multiple Funds
We would love the ability to split a donation in to multiple funds. Donors are able to do this online. We often get 1 check from a donor with instructions on how much they would like to go in to each fund. However, I only send 1 tax receipt. Having to enter each donation separately and then manually add things in to a tax receipt template creates quite a bit of extra work.
10 votes -
Annual Tax Receipt Address 2 Field
There is not currently an option to have Address 2 included in the annual tax receipt letters. This has caused a major issue for our team! We would love to have this field option added as it is pretty standard to have Suite and Apartment numbers associated with an address. Thank you!
7 votes01/26/2024: Templates: Added Address line 2 and the country field to Yearly tax receipts.
-
Add Student Address in template fields.
I want to be able to create a letter for the students who are receiving the scholarships to let them know we have forwarded the money to the school. I have created a second page within the scholarship letter template and it's working brilliantly (killing two birds with one stone) with the exception of the Student Address. There is no way for the information to merge into the document.
2 votes6/7/2023:Scholarships: Enhanced Scholarships to have a Scholarship Award Letter. This will be a new bucket within Scholarships. This will allow for bulk processes such as: Email, Print, Mark the Award Letter Sent, Unset the Award Letter Sent, UnSet Award Letter Needed, Set Award Letter template. In the Open bucket, there are two new left-side menu options for Set Award Letter Needed and Clear Award Letter Sent. On the Award, there will now have two new fields: the Award Letter and the Award Letter Template. the Award letter field to mark the award if the letter is needed, mark it as sent, pdf, word, or email option. There will also now be an Award Letter Template filed. This will allow clients to select the correct template for the scholarship.
Templates: Enhanced Templates with a new Scholarship Award letter template. Clients can have awards letters based on funds, fund groups, subgroups, divisions,…
-
Tax Receipt Templates - First name field for salutation
The salutation field for many of our donations is populating with the donor's first and last name (Dear Jim Smith). This appears to be primarily online donations through Stripe. When a new profile is created and it does not have a salutation, the system pulls the entire name (first last) into the salutation field. We would prefer to have just the first name. This could be achieved by allowing the use of the first name field in a template, or by giving the option to automatically populate the salutation field with just the donor's first name.
19 votes9/4/2024:Templates: Updated Tax Receipt Templates to include the following fields: Site EIN, Grantee Name, Ticket fields in foreach ticket loop-created, decription, edit_id, qty, ref_id, total and total units, Soft Credit, Non-notify tribute name, Donor First Name, Donor Last Name, Pledge ID, Fund Group, Fund Subgroup, Fund Division, Fund Segment, and Campaign fields: campaign date, campaign description, campaign location, campaign start time.
-
Legal Name added as tax receipt field
The Legal Name field is not an available field for tax receipt templates. I'm hoping it can be added to the Template Fields List for tax receipts.
This field would be the ideal field for donor names in tax receipts. Our CSM has suggested using the mailing label, but we use that field for informal/preferred names (when we have them). Also, the profile name is not always in an appropriate format for letters (for example, the name for households is formatted as "LAST, First and First" for efficient searches and campaign lists).
7 votesThe following field is available on the tax receipt template: {{donor_legal_name}} -
Adding a date to the yearly tax template
For Yearly Tax Receipt template, please add a "date" field so we show when the receipt is printed and sent. It's on the "tax receipt" for one time entries. Why not on the yearly tax receipt?
4 votes05/24/2023: Templates: Added today_nice_date merge field to the following templates: invoice, checks, grant award letter, grant letter, internal grant letter, scholarship, yearly tax receipt. Added the grant award letter to have the advisor mailing label use the first last name, if there isn’t a mailing label filled out. Added advisor household label the grant letter template and the apply to spendable to tax receipt.
-
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 Online Donation Description to the Description Field not Notes FIeld
Currently, when a donor adds a donation description to a Stripe donation it is housed as a note. It would be nice if the description was plugged into the "Description" field (currently description is "Online Donation") so the Fund Advisor can see all donation designations from the portal, and the tax receipt pulls the donation description field
22 votes7/3/2024: Added a new field to the donation record, Donation Comment. If a donor enters a Donation Comment(s), this field will auto-populate onto the donation record. Donation Comment is located on a donation record above the Custom Message field. This new field was added to improve workflows for users when processing donations, and eliminate the need for copying notes into the donation record.
Templates: Donation Comment merge field, {{donation_comment}}, is available on Tax Receipts and Tribute Letters.
Reports: Donation Comment has also been added as an option to Donation Custom Reports in the Donation Fields area. A note created on a Donation can be reported on Donation Notes or a custom Note report.
No Permission Changes with this release.
-
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 -
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.
22 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.
-
1 vote
-
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
- Don't see your idea?