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13 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    18 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Tracy Edgerton commented  · 

    It is also very important to have the ability to make tweaks to yearly tax receipts as needed, which is much more difficult if they are only produced in PDF format.

    Tracy Edgerton supported this idea  · 

  2. Bulk print year-end envelope template

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Tracy Edgerton commented  · 

    CSuite must become more efficient so that we can optimize our communication with our donors.

    Tracy Edgerton supported this idea  · 

  3. Payment Processor View

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Tracy Edgerton commented  · 

    We have missed contributions from donors into their funds, and this is the only way we can check on them and make sure they go through and are attributed to the correct fund.

    Tracy Edgerton supported this idea  · 

  4. Make tasks viewable to all when in a profile or household

    9 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    This would be so helpful to our development team.

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    Tracy Edgerton commented  · 

    this would be so helpful for our development team!

    Tracy Edgerton supported this idea  · 

  5. Last Donation Date does not reflect accurate last gift date

    83 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    This is critical information as we work to accurately steward donor relationships. It's important to have knowledge of their most recent contributions on hand as we make calls.

    Tracy Edgerton supported this idea  · 

  6. Notify fund advisor when a recurring grant is about to expire

    9 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Tracy Edgerton commented  · 

    This is important for donor continuity and relationships. We have many donors with recurring grants. Thanks.

    Tracy Edgerton supported this idea  · 

  7. Add Campaign to internal grant

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Tracy Edgerton commented  · 

    Provided better metrics to evaluate fundraising appeals.

    Tracy Edgerton supported this idea  · 

  8. Admin Fees: choose more than one donation type for an Admin Fee

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Tracy Edgerton supported this idea  · 

  9. Advisor Portal - Option to view activity by year

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Tracy Edgerton supported this idea  · 

  10. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Tracy Edgerton commented  · 

    So helpful to increase our efficiency! Yes please!!

    Tracy Edgerton supported this idea  · 

  11. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tracy Edgerton supported this idea  · 

  12. Recurring Donation - give donors option to end or change amount on portal

    142 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Tracy Edgerton commented  · 

    This would be great - we've had several donors ask for this. Thanks.

    Tracy Edgerton supported this idea  · 

  13. Tasks viewable to everyone who opens a profile

    24 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tracy Edgerton commented  · 

    This would be wonderful - increase efficiency and ensure the entire team can view pending tasks.

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    Tracy Edgerton commented  · 

    This would be great!

    Tracy Edgerton supported this idea  ·