Settings and activity

224 results found

1. 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  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 14, 2025

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

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 14, 2025

3. yearly tax receipts

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 14, 2025

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

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Feb 14, 2025

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

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Anne Reid commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

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

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   Anne Reid supported this idea  ·  Dec 19, 2024

6. Edit Profile Payments

   22 votes

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   6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Anne Reid commented  ·  Dec 19, 2024  ·  Edit…  ·  Delete…

   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.

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   Anne Reid supported this idea  ·  Dec 19, 2024

7. Recurring donation record with ACH as a Payment option

   35 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  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  ·  Nov 19, 2024

8. 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  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Nov 19, 2024

9. 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  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Nov 19, 2024

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

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

11. Combine credit card fees with the donation amount

    119 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Anne Reid supported this idea  ·  Nov 19, 2024

12. Recurring Donation List - show fund in table

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    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

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

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

14. Gift Adjustments: Requires Unreconciliation

    20 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

15. 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  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

16. Recurring Donations & Tributes

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

17. 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  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

18. Edit a Pledge

    21 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

19. Stripe Terminal

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024

20. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Nov 19, 2024