NEW FEATURE REQUEST

Pinned feature request

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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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Timeline Management

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Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
7 months ago in Summary & Header / Transactions 0 Not Prioritized

Way to track gifted memberships

Way to track gifted memberships - scenarios when one person pays for the membership, but another constituent is considered the active member.
7 months ago in Online Fundraising / Transactions 0 Not Prioritized

Add a membership dues payment without pushing out the next payment date

Similar to the "Add as an extra payment" feature for recurring donation schedules.
9 months ago in Transactions 0 Not Prioritized

Set membership end dates automatically

For example, offering a three year membership commitment.
11 months ago in Transactions 0 Not Prioritized

Set calendar-based renewal dates for memberships rather than rolling renewals

Option to have all memberships in a program renew on a specific calendar date (like January 1st) rather than rolling 12-month renewals.
over 1 year ago in Transactions 0 Not Prioritized