64 results found

1. Provide an option for individualized Donor Receipts

   We have a community member who set up a donation through "amazon smile" to come to us on a monthly basis. We do not need to issue a tax receipt, but would like the option to set up a custom tax receipt letter as more of a thank you to the community member who set this up anytime a donation comes in. To do this we have to remember each time this particular donation is made to select the tax receipt (thank you) template. I would like to see a way that I could set up a specific tax receipt letter to the specific donor so I could customize it.

   We have a community member who set up a donation through "amazon smile" to come to us on a monthly basis. We do not need to issue a tax receipt, but would like the option to set up a custom tax receipt letter as more of a thank you to the community member who set this up anytime a donation comes in. To do this we have to remember each time this particular donation is made to select the tax receipt (thank you) template. I would like to see a way that I could set up a specific tax receipt… more

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

2. email tax receipts to multiple recipients

   Be able to add multiple emails to a profile that receive the receipt. For example on a household both spouses receive the receipt. Or if they have a financial advisor that would also like to receive the tax receipt it will auto send to them as well when we bulk send receipts.

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

3. Ability to turn off automatic tax receipt on a per-donor basis

   Hello,

   We are facing a new situation and have devised some workaround, but we would like to request a bit more flexibility within CSuite to handle this.

   The short of this request is to give us a little more control over the “auto tax receipt” which currently “sends an automatic email receipt to your online and recurring donors.” We would like the ability to turn this automated email receipt OFF on a per-donor basis. Overall, it is great to be automated, but we have come across a situation where it isn’t.

   We have a generous donor who setup a recurring gift to not 1, but 3 different funds. This is behavior we don't wish to discourage, and yet the notifications this donor receives are not only confusing but give the appearance the donor is being double-charged for part of it.

   The donor receives 3 notifications from Stripe each month, which is expected when the gift to each of the 3 funds is processed on the recurring date. That is ok and expected.

   What is unexpected is that only 1 tax receipt gets generated and emailed from CSuite/us. Our template is setup to handle gifts to multiple funds (as long as it gets processed in a single ‘profile payment’ like the system does when we manually enter a gift to 3 separate funds). This letter doesn’t generate the same way, and we have no control over how this recurring gift is actually handled in your system, so it’s been impossible to code this letter to come out correctly. Rather than showing all 3 parts of the gift, it only shows 1 portion of their monthly gift in our automatic tax receipt.

   We have created a recurring gift template that can be run manually and mailed, which will generate a similar table showing the details of the multi-fund gift accurately. We put a “recurring notify” in place so that a staff member is alerted when a recurring gift is setup and knows to then generate this letter one-time and mail it for confirmation. This is a good solution to confirm the setup and give the donor some assurance that everything is correct.

   For this particular donor we also finally put in place a yearly tax receipt, which we hadn’t previously utilized as no donors had expressed interest. It beautifully summarizes all of the gifts throughout the given year in a table, so the donor can see all of them in one place. That we set a reminder to run at the end of the year and get to this donor for a consolidated view of all their gifts throughout the year.

   However, I would still like to clear up or help clarify the notifications the donor is receiving from us MONTHLY. The only solution I can think of in this case is if you could give us the ability to turn off the automated tax receipt on a PER DONOR basis. For this donor, they would still get the 3 automated notifications from Stripe (showing the portion donated to each fund)… but we would turn off our "automated tax receipt" that emails them this single, deceivingly incomplete letter.

   Perhaps you have other ideas in the works to better handle the recurring donation notifications, but in case this hasn’t come up yet… I want to propose this possible solution.

   Many thanks!

   Hello,

   We are facing a new situation and have devised some workaround, but we would like to request a bit more flexibility within CSuite to handle this.

   The short of this request is to give us a little more control over the “auto tax receipt” which currently “sends an automatic email receipt to your online and recurring donors.” We would like the ability to turn this automated email receipt OFF on a per-donor basis. Overall, it is great to be automated, but we have come across a situation where it isn’t.

   We have a generous donor who setup a recurring… more

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

4. tax receipt email ISSUES

   Couple things -

   If I go to the donation and queue up the tax recpt/thank you to go out via the system in an email, then send it. The field for tax recpt does not change from "not sent". But hey, I sent it, and the software did it, so why doesn't it change??

   Also, when will you change that tag from No to the much more helpful and logical SENT???

   Also, would it be possible to have more than one option for the email that goes out with a tax recpt attached? We have various funds or situations that don't fit a standard blurb and I like to be much more personal, even when I'm just the sender of the letter from the director.

   Couple things -

   If I go to the donation and queue up the tax recpt/thank you to go out via the system in an email, then send it. The field for tax recpt does not change from "not sent". But hey, I sent it, and the software did it, so why doesn't it change??

   Also, when will you change that tag from No to the much more helpful and logical SENT???

   Also, would it be possible to have more than one option for the email that goes out with a tax recpt attached? We have various funds or situations that… more

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   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

5. Make Donation Tax Receipt Template field available in Donation Custom Reports

   As a cross check for reporting on unposted donations, having this field available would make things much easier for those who are auditing the entries.

   4 votes

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

6. Donor address for CPA

   We have a number of donors who would like their gift acknowledgments mailed to an office instead of to them personally. We do not want to overwrite their personal address as the default address to accomplish this because we still need to correspond with them directly on other matters. Could there be an option to select a second or different address/profile when choosing the tax receipt options as gifts are being entered.

   4 votes

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

7. Deductible Amount Merge Field

   There are merge fields for nondeductible amount and the nondeductible and deductible amounts combined. Could there be a merge field that's JUST the deductible amount? We often use that field in some of our tax receipts.

   1 vote

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   Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

8. Have Total Deductible & Non-Deductible amount available as a custom report field

   Trying to create a custom report that has both total amount contributed, broken out by tax deductible and non-deductible. This field is available in our tax receipt, but I can't pull it into a custom report. I've been advised to pull a donation report and an invoice report...which is a pain.

   11 votes

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

9. email tax receipt

   When you select 'email tax receipt', in a bulk process it would be nice if the donations with an email would be sent and the donations that do not have an email address would sit out there as not sent. Then we could print those and send them.

   8 votes

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   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

10. Salutation Field in Donor Report

    Add Salutation Field to Reports/Donors report. We pull this report to merge with our annual Valentine's card to our previous year donors to give them the final annual total to help with their taxes. (Don't worry, it's not an official tax receipt like the letter we sent during the year.)

    2 votes

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    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

11. Email tax receipts templates

    The option to email tax receipts directly from a donation does not provide a customization option that you can save, you have to edit the text that will be in the subject and body of the email each time. This is very time consuming if you are sending out multiple receipts and want a more personalized email to accompany the tax receipt.

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    12 votes

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    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

12. merge fields continuity

    Could you change the merge fields to have more continuity between templates?

    For example, to merge the Fund Name on a Tax Receipt, we have to type {{FundName}} whereas to merge the Fund Name on a Tribute Letter, we plug in {{FunitName}}.

    Also, in the tribute letter, we have to include the {{#foreach memorial}} & {{/foreach memorial}} to call that template. Then we also have to include the {{#foreach donation}} & {{/foreach donation}} expressions around the certain merge fields for those to work properly.

    It would be easier if there were standard merge fields that worked in all templates such as DonorName, FundName, Donation_Amount, etc. Then, there could still be fields that are unique to each template.

    I code, and I have ideas if you want some help. :-)

    Could you change the merge fields to have more continuity between templates?

    For example, to merge the Fund Name on a Tax Receipt, we have to type {{FundName}} whereas to merge the Fund Name on a Tribute Letter, we plug in {{FunitName}}.

    Also, in the tribute letter, we have to include the {{#foreach memorial}} & {{/foreach memorial}} to call that template. Then we also have to include the {{#foreach donation}} & {{/foreach donation}} expressions around the certain merge fields for those to work properly.

    It would be easier if there were standard merge fields that worked in all… more

    8 votes

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13. Option to reverse a tax receipt

    Currently once a tax receipt is marked as sent there is no option to mark as unsent, if you accidently click sent then it does not allow you to include that donation in the bulk process. Instead of using the bulk process you must go into the individual donation and populate an individual tax receipt, this is time consuming and can cause missing a tax receipt.

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    9 votes

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    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

14. mailing labels for printed tax receipts

    cSuite really needs the functionality to print mailing labels that correspond to Printed Yearly tax receipt jobs. Currently, there is no such functionality and you have to go and manually recreate a spreadsheet that matches the receipt job PDF of hundreds of receipts....

    10 votes

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    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

15. Code Donors for not receiving Tax Receipts

    Be able to code donors who do not want to receive tax receipts. There's currently no way to code a donor profile to not receive tax receipts.

    6 votes

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    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

16. Mailing Labels in word

    Mailing labels in Word format - not PDF - it would be great to able to edit mailing labels should the need arise, but also to change the position on the sheet to better utilize the leftover labels. With the PDF you are "stuck" with a starting at the top (yes you can rotate the sheet if an option) but you can not adjust for printer variances for alignment, etc. It is a pain to have to recreate it in a Word document when other functions (receipts) can be export directly into Word.

    9 votes

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    Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

17. Invoices

    It would be wonderful if we had the capability to change terms on invoices. The default is set to Upon Receipt. Our terms are always Net 30.

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18. first time donor report

    I'm sending out end of year tax receipts and can't seem to find an easy way to filter out First Time Donors. There is an article in foundant on how to do this that doesn't correspond at all with CSuite. Please help! Thanks.

    5 votes

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    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you

19. Add fund to reoccurring gift screen & add auto description to tax receipt, e.g. monthly reoccurring gift

    Hi! It would be great if you could please put "Fund" as a column on the reoccurring gift screen and if you could please put an "auto" description saying "monthly (or whatever period they picked) reoccuring gift - either "no end" date or with an end date of XYZ" This would save a lot of time. have to manually edit each description and I put the fund name in the description so I know which fund they are giving to.....we currently have over 100 reoccurring gifts. Thank you!

    1 vote

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20. tax receipts for invoices

    We've had a few business request invoices to donate to one of our funds. It would be nice to have an option to generate a tax receipt from an invoice in these matters, instead of having to create on for our selves. Thank you for your consideration

    3 votes

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