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Lesley

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  1. 32 votes

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    18 comments  ·  Wishlist » Finances  ·  Admin →
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    Lesley supported this idea  · 
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    Lesley commented  · 

    We just hit a major brick wall here. We're in the process of launching a brand new website and we had hoped to replace our current donation database with WA. The discovery that we cannot import historical donation data is going to create huge headaches for us. Now, just as before our education department and our development department will have 2 separate records going. We thought we would be able to combine them and when we searched a member we'd see what educational programs they've registered for and their giving history. Major major bummer for us!

  2. 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…

    Lesley supported this idea  · 
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    Lesley commented  · 

    A shopping cart would be a lifesaver! We frequently have folks signing up for a program, & donating or joining at the same time.

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