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 making a donation in the amount of $xxxx in support of the Canadian Organization for Rare Disorders.

If your donation was $20 or greater you will receive a second email with an official tax receipts attached.
Please print each receipt for year end tax purposes as a paper receipt will not be issued. Should you have any questions or concerns about your receipts, please contact the Canadian Organization for Rare Disorders at (416) 969-7464 / 1-877-302-7273 or info@raredisorders.ca.
Regards,
Canadian Organization for Rare Disorders

Any charities I have donated online have always provided the official tax receipts via PDF. Due to this problem I am now going to have to create the official tax receipts myself and email them out as PDF or send them in the mail anytime someone makes a donation to us online through wild apricot which is time consuming when wild apricot is supposed to make my life easier.

If this could be updated I think you would be able to get more charities of a clients.

Thank you
Hilary

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. Any suggestions?

Thanks,

Edie

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 business (when I'm not being the volunteer web meister for my neighborhood association) and I know how hard it is to build and support a product of this complexity. Overall, much applause for you!

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.

While I'm begging, we have 2 organizations, one that manages the business side and the other our tax-deductible contributions. As such we have 2 different bank accounts and therefore need 2 different payment gateways. We're signed up with authorize.net, however there's only one global set up in WA for online payments. If it were possible to chose a payment method, lets say one for membership and another for donations, that would so cool. I'm sure this is next to impossible because every non-profit I consult with has the same problem when faced with having 2 bank accounts.

For now I'm working with the widgets, which is a good work-around, but my members will need to fill out 2 different profiles and they can't view all the information in their accounts at once.

Thanks so much, love the platform and hope my board votes for it tonight. Wish me luck!

My client just finished her first fundraising event which will be an annual event. It was a fun run and we set up individual pages for those participating in fundraising and it was a really nice touch that they could see how much they raised and share the page link to obtain donations.

https://womenveteransalliance.wildapricot.org/Jaclyn-Kirkwoods-Fundraising-Page/

The down side is that I had to run a weekly report and email a list of donations to them and the comments that were made with the donations. Then I manually added the comments to the individual page.

We are now preparing for next years event which will be on May 18, 2019 and I would LOVE it if there was a way to cc the donation confirmation email to the individual that is raising the money and a way to feed the comments to the individuals fundraising page.

I would be willing to work with someone on your team to implement these ideas! I think this would be an awesome tool for fundraising event!