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  1. Better reporting features

    It would be fantastic if we could have a few more export features so that reports will be easier to manipulate and read. One example is the donors list should be able to be calculated by fields for the entire year. Another example, is the event list should be able to be printed out in an editable format so when we make a brochure the information is easier to transfer.
    Thank you

    2 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pass form fields to the Payment system

    We have donation page on our site that asks various common fields. Until recently we were using PayPal for payment processing, but just switched to Wild Apricot's payment processing. When you press "pay" on our form, we want the values in several of the common fields to populate into the Wild Apricot Payments form, i.e., the address-related and phone fields, to avoid burdening our patrons with entering this data twice.

    3 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make credit card donation from admin backend

    Donations are often paid by credit card. However, when an administrator tries to enter a donation only an invoice can be generated. There should be a credit card button within the donation page for manual entry by the administrators. This would really help!

    2 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  4. Donations shown on page

    It would be nice to allow individual donations to show up ON the donation page. When someone does a charity run there is usually a way to donate and also post a message of support. This encourages others to do the same. Of course you can always choose to donate anonymously but most don't.

    2 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  5. create date for followup dates requested by donor

    Honor a donor request to follow up with them on a particular date. this is a contact management request.

    1 vote
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  6. importing donations

    We need to be able to import a list of donations from a spreadsheet. We collect a lot of donations by check, and entering them one at a time is time consuming and prone to error. Thanks.

    7 votes
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    1 comment  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  7. Need different "Amount" settings per donation gadget

    Need the ability to customize the system field "Amount" settings per donation gadget - e.g. one donation form lets people fill in their own amount, but another uses pre-set amounts. Right now there's only a single setting for all gadgets.

    Also would be good to have a per-gadget setting for who gets the donation notifications.

    4 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  8. Donation Goal Gadget should take into account donations that had to be refunded

    I would like the Donation Goal Gadget to take into account refunds made of payments mistakenly made as donations.

    It probably sounds strange that we have to refund donations but it happens. Sometimes members make a donation online when they really meant to pay membership dues. In order to set the record straight, we "refund" the donation and manually record it as payment of dues.

    The Donation Goal Gadget appears to be based on "collections" only (without subtracting donations that have been refunded) and thus is overstating the amount we've collected. I would like for the gadget to reflect the…

    3 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  9. Rename Donation button from "Pay" to "Donate"

    Rename Donation button from "Pay" to "Donate". or have an option for the users to change the button text.

    20 votes
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    1 comment  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make a Donation via Text Message

    1) allow SMS Text of a keyword (e.g. donation category/type) to Short Number
    2) WA asks how much would you like to donate to the 'org' 'keyword description'
    3) device holder sends amount 'XXX'
    4) WA sends confirmation text w/URL for needed completion activities in response
    5) Donor completes
    6) WA puts donation through payments processing as set up on WA website

    :-)

    11 votes
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    2 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  11. Donation Confirmation emails

    I have some donations coming in that are paid by check. I have figured out how to manually record them in the Donations and can send a donation receipt, but cannot figure out how to send the Donation confirmation email (Thank you letter) manually and get the macros to populate. It would be nice to be able to acknowledge manual donations without going through a lot of manual steps. Has anyone come up with a quick way to do this?

    9 votes
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    3 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  12. Recording donations from non-contacts

    In the "Record Donation" page, donor details, allow option to create a new contact immediately using the details provided where the donor does not have a record in the organization. Current method of adding a contact first, followed by donation, is somewhat cumbersome.

    8 votes
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    4 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  13. Support "Sponsors" in addition to "Donors" at a system level

    Most trade associations do not have "fundraisers" but more so "sponsors" the system needs to allow for this and create invoices for it. There is to much back end rigging needed to offer annual sponsorships & event sponsorships.

    85 votes
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    22 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  14. Single donation for multiple funds

    Currently these is no way to direct a single donation to multiple funds. Our organization has several restricted funds, and many members will make a single donation but specify that there donation be applied to multiple funds. Example: A single donation of $75 is made, however the donator specifies that $25 goes to fund A, $25 goes to fund B and $25 goes to fund C. Having this capability would be an asset to our organizations donation/fundraising efforts.

    2 votes
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    1 comment  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  15. PDF for the official tax Donation Receipt

    We are just in the midst of switching over to wild apricot and I was very disappointed that when donations are made there is no option to send the official tax receipt as a PDF as it is not secure to send it as an email since it is too easy to change up the donation amount and date ect. Our current system sends an email after donation had been received thanking them and then letting them know they will receive a their tax receipt in another email attached as PDF please see email below

    Dear xxxx:
    Thank you for…

    25 votes
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    5 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  16. Bulk Donation Upload

    Bulk Donation data upload. It should work pretty similar to bulk membership upload. For those of us migrating from other systems, this is a must-have solution unless you want to pay someone to upload 20 years of data.

    8 votes
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    3 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  17. Donation goal gadget/thermometer manual update ability

    Manually update the donation thermometer

    4 votes
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    0 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  18. Track donations of goods by donors

    We'd like to be able to manually enter donations of goods by donors, with the ability to have multiple donation records for each donor. In this way we could keep track of donors who give items for our yearly auctions, and keep track of what they donate each year. It would be an 'item' record that is manually entered by admin, just like the monetary donation record that is automatically entered when someone donates online, and would be "owned" by the donor record.

    7 votes
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    2 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  19. Charging credit cards for donations in admin view

    Currently the ability to charge a credit card for a donation is not available on the admin side. We get calls from members who wish to donate and we can't charge their card for their donation. We have had to create an event called "Donations" so we can charge cards. That leaves the member profile not showing donations.

    7 votes
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    2 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  20. Tracking donations with other member activity

    Hi- as far as I can tell we are not able to pull into one document (other than a statement) all of a member's activity such as their donations, events and membership. Each silo has that information, but it isn't aggregated into one document we can use for fundraising purposes. Nor it is seemingly possible to combine that information from all members.

    Donations reports only give sums, and isn't a detail list.

    We are both a member organization as well as dependent on fundraising-and I am not sure that I can gather into one place the fundraising info I need.…

    17 votes
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    8 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
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