Currently, when we make an amendments to a Recurring Gift, it automatically changes the start date of the recurring gift to the amendment date. This becomes a problem as we will then be unable to rollback transactions etc as the start date of the ...

If you want to add electronic documentation that refers to a specific gift, the only way to do so is to add it to the constituent through the "media" tab. If a constituent gives many gifts over many years, then this list of electronic documents wi...

I think it would be a lot more user friendly, since checking that box excludes any record which doesn't match that option. "Include" is misleading language because it makes it seem like you'll see the rest of the records. I accidentally checked th...

For fundraising challenges when a donor is willing to match gifts from other donors (aka establish a scholarship and I'll match the amount to the scholarship, doubling impact), it would be helpful to enter a matching gift pledge under individuals,...

Currently, it seems that the option to waive benefits is only available for Memberships in order to receive a higher deduction or in Sponsorships. However, some appeals may have benefits (e.g. "get an umbrella for a donation of $X and above") and ...

In order to track what sponsors can expect to receive, we fill out "Benefits" with the cost per unit. This automatically calculates the deduction. However, it doesn't seem possible to waive some Benefits but not others from the Event Registration ...

It would be great to have the ability to consider more fields than just Campaign, Fund, and Appeal when splitting a gift while working on a Batch. Specifically, having the ability to differentiate based on Gift Code and/or Gift subtype would help ...

Our 3rd party financial system requires a unique identifier for each gift

It would be really useful to be able to correct recurring gift payments that have been attached to the incorrect recurring gift - either directly in that gift or by importing an update.

This would increase productivity and give the fundraiser the ability to see the last correspondent while they are on the phone with the donor.