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28 results found

  1. Saving Yearly Tax Receipts to Profiles

    3 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Reid commented  · 

    Would it be possible to update the individual and batch processes for Yearly Tax Receipts to save the generated documents to the Donor’s profile?

    Anne Reid shared this idea  · 

  2. Identifying Yearly Tax Recipients

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anne Reid shared this idea  · 

  3. Recurring Gift Alert

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  4. yearly tax letter assigned by division, donor or fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  5. Add Yearly-Tax Receipt to Portal in Files or Statements

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anne Reid supported this idea  · 

  6. yearly tax receipts

    3 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anne Reid supported this idea  · 

  7. Fix Paper Fund Statement File to be consistent with Online Statements (Page Count)

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Anne Reid supported this idea  · 

  8. Giving Hub link for guest Donations to Funds marked Private

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Anne Reid commented  · 

    Please make this happen. We have many donors that would like to donate to a private DAF for a tribute donation.

    Anne Reid supported this idea  · 

  9. Edit Profile Payments

    20 votes

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    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid commented  · 

    This is a critical need for my organization and Finance Team. This is especially important to being able to edit a Stripe donation that is intended for a non public fund and we have to reclass the donation to the correct fund (easy to do in CSuite) and BUT ALSI need to correct the profile payment fund and the credit card fee going to the incorrect fund.

    Anne Reid supported this idea  · 

  10. Recurring donation record with ACH as a Payment option

    34 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Anne Reid supported this idea  · 

  11. Print Address from Donation Record on Envelope

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  12. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  13. Bulk Create Yearly Receipt and Upload to Fund Advisor Portal (files/resources)

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  14. Combine credit card fees with the donation amount

    115 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  15. Recurring Donation List - show fund in table

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  16. Create custom view or add columns to donation bucket list

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  17. Gift Adjustments: Requires Unreconciliation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  18. Public Securities: Add back preview button on sale

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  19. Recurring Donations & Tributes

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 

  20. Yearly tax receipt - would like to bulk email to those with emails and mail to those without emails

    9 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anne Reid supported this idea  · 
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