NEW FEATURE REQUEST

Pinned feature request

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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Timeline Management

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Apply other household members' payments to pledges

Allow a payment made by a different household member to count as a payment towards a donor's pledge.
11 months ago in Relationship & Households / Transactions 5 Released
101 VOTE

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.
over 2 years ago in Transactions 8 Released

Create a tribute during gift entry

Create a new tribute record without leaving the new donation gift entry workflow.
almost 3 years ago in Transactions 1 Released

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...
over 2 years ago in Transactions 4 Released

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
7 months ago in Donor Communications / Transactions 1 Released

Default the "Send an acknowledgement now" selection to No

Default the "Send an acknowledgement now" selection to No
4 months ago in Transactions 0 Released

Track deductible amount on pledge payments

A way to track and communicate to a donor how much of each payment was tax deductible, not just how much of the overall pledge is tax deductible.
about 2 years ago in Tax Summaries / Transactions 3 Released

Use household salutation names for gift entry acknowledgements

When creating an acknowledgement as part of transaction entry, and the donor is in a household, the communication should use the household salutation names.
6 months ago in Relationship & Households / Transactions 0 Released

Check for inactive tributes when adding a gift

When searching whether there's an existing tribute to link to a donation, the search results currently only show active tributes. This would allow you to see if there's an inactive tribute with that name, and give you the option to connect the ina...
almost 3 years ago in Transactions 0 Released