Pinned feature request

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.

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...

Timeline Management

Showing 3

5 VOTE

Default the "Send an acknowledgement now" selection to No

14 days ago in Transactions 0 Released

57 VOTE

Create a tribute during gift entry

Create a new tribute record without leaving the new donation gift entry workflow.

over 2 years ago in Transactions 1 Released

5 VOTE

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...

over 2 years ago in Transactions 0 Released

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