Donor Management & CRM

Self-serve ability to move transactions between campaigns

The ability to move or re-assign recurring plans to a different contact.

The ability to reassign a recurring donation plan to a new campaign.

The ability to create or customize an invoice and send it to a contact.

Add the ability to create a QR code that links supporters directly to the donation form, rather than only to the main campaign page. This would reduce the number of steps required for donors and make the giving process more seamless, especially in live event settings.

Donors are currently asked to enter their name and email twice—first during the donation step and again during payment. It would improve the experience if this information only had to be entered once.

Since the descriptor for PayPal or Venmo transactions can’t be customized, having the option to include notes for their transaction in statement would be helpful in identifying what the payment is for.

When adding an offline transaction or receiving donations via check, the ability to upload an image of the check or letters that came with the check.

Be able to tag a specific transaction with a custom tag (such as sponsorship or matching gift) to be able to differentiate between gift types.

Description: Currently, organizations don’t need to record the checks or cash they receive from sponsors for matching donations, as doing so would double the funds reflected in the campaign. While we have a workaround using a one-time pledge linked to an offline payment, it would be wonderful to have a simpler way for organizations to record sponsor match donations. For example, it would be helpful to allow them to enter these funds as offline transactions without adding them to the campaign total.