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55 results found

  1. 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.

    92 votes

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  2. 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…

    33 votes

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  3. Year End Donation Letter

    Provide a button on the Member's Profile page which allows a member to download/print an annual donation letter. The appearance should be designed by an administrator. The button should indicate the last year for which the data has been generated. Administrator should have a function where after all the financial data has been completed for the previous year, the button is made active for the most recent past year.

    10 votes

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  4. 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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  5. 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.

    14 votes

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  6. 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.…

    22 votes

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  7. In honor of donations

    Is there a way to allow donors to give a gift in someone else's name? And, is there a way to automatically notify the person who the donations was made on behalf?

    8 votes

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  8. Gift Aid

    Gift Aid is a big deal for UK charities.

    Official description: http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingMoney/GivingMoneyToCharity/DG_10015097

    Generally, the way it works is that when a charity asks for a donation, they also ask the donor to tick a box to enable the charity to reclaim an additional tax element from the tax authority (if the donor is a UK tax payer).

    Combined with a date field (which Wild Apricot doesn't yet provide!), we administrators could create a report/search query to pre-fill the relevant form to submit to the tax authority for the reclaim.

    2 votes

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  9. Manual donations or pledges

    A big selling point for my board in adopting WA is that I promised them that we could accommodate all kinds of payments for new and renewing members. I have found two areas where WA does not currently do what I expected:

    • for donations, there is not manual payment option, only online. My most financially capable donors are older and really, really like getting an invoice and mailing in a check On the whole, I love WA! These, and a few other little feature/functions are the only issues I've got. And, user support has been fantastic. I'm in the e-commerce…
    32 votes

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  10. Customizing Donation receipt - adding previous donations

    Is it possible to print all the donations given by a donor on one receipt with dates. Right now we can only print one donation given per donor on one receipt. I was also wondering if we could add all the donations and put in a total donations given for year.

    Thankyou,

    MA

    12 votes

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  11. Group donations by year

    It would be helpful if we could group our donations by fiscal year.

    6 votes

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  12. Notify Administrator about attempted but failed Donations

    Unless I'm configured wrong I am not being notified when someone attempts, but ultimately fails,in making an online donation.

    They could fail either because their credit card does not go through properly or they simply close the PayPal page. Although the transaction shows up in Wild Apricot as a Pending Donation it would be great if I could also be notified by email like a pending payment event registration.

    I always follow-up with a phone call to these pending donations, but sometimes I miss them if I'm not emailed about it.

    9 votes

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  13. Ability to donate during membership application/renewal or event registration

    Current features:
    Visitors/members are not prompted to make donation while they are performing other payments (e.g. membership renewals, event registrations,etc)

    Desired features:
    Admins have the ability to enable donations to be made during event registrations, membership applications/renewals or other payments.

    361 votes

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    We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.


    Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?


    Some more details:

    We can implement donations during event registrations/membership renewals for online payments - not a problem. 

    But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.


    So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected. 


    This way administrators would…

  14. Customizing the donation confirmation page

    Hello,

    Two suggestions for the donation confirmation / receipt page that a person gets after they make an online donation:

    1) Make the page include the name of the organization that the person donated to. Currently, the page shows the date and amount of the donation, but not the name of the organization. Donors will want to have that info for their records.

    2) Make it possible for administrators to customize this page.

    Thanks!

    Bernadette

    9 votes

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  15. Multiple, separately customizable donation forms or Donation campaigns

    My organization runs different campaigns a year targeted towards different groups. We need several versions of the donation form, however WA allows for only one. Plus, some of our campaigns are sponsorships, not donations, while others are underwriting opportunities. We also need the ability for our members and friends to sign up for more than one level of sponsorship at once.

    Some of the donation forms would be used on the public site, while another is just for members.

    Is this a possibility for future releases? So far I have my organization sold on WA, except for this little snag.

    86 votes

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