Donations Content – Foundant Technologies

Content for Donations allows custom text and messages to be added to specific fields in this area. This article lists the available content fields, where they display within in the system, and how to edit the information associated with each field.

Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. Any plain text can be edited. Make sure you remove any square brackets when updating the content.

Navigate to the Donations page and click Content in the left-side menu.

Communication

Donation_email_body

Text for the email that sends tax receipts as attachments when a user initiates this process from within CommunitySuite (see online_donation_email_body for content that sends for online donations).
Default content: {name} {salutation} attached is the tax receipt for your recent donation.

Donation_notify_email_body

Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise and when Donation Notify is enabled in the fund advisor record.
Default content: This is a notification that DonationID {{donation_id}} was received for {{fund_name}}
Donor: {{donor_name}}
Amount: {{amount}}
Description: {{description}}

Merge Fields

{{address}}
{{address2}}
{{amount}}
{{city}}
{{country}}
{{description}}
{{donation_date}}
{{donor_name}}
{{email}}
{{first_name}}
{{inter_csz}}
{{label}}
{{last_name}}
{{phone_number}}
{{salutation}}
{{sorg_name}}
{{state}}
{{use_sorg_name_in_email}}
{{zipcode}}

Donation_tax_footer

If tax receipt templates are not enabled, text within the donation_tax_footer field will display in the footer of Auto Tax Receipts, the standard receipt generated by CommunitySuite when templates are not in use.
Default content: [foundationname] is a nonprofit corporation under tax code 501c3, tax ID number [xx-xxxxxxxx]. No goods or services were provided in consideration of this gift. [foundationname] has exclusive legal control over the contributed assets. Federal tax law requires that you maintain this receipt to substantiate your charitable deduction.
To use this content, the Donations setting Tax Receipt Templates must be turned off.

Donation_tax_header

If tax receipt templates are not enabled, text within the donation_tax_header field will display in the header of Auto Tax Receipts, the standard receipt generated by CommunitySuite when templates are not in use.
Default content: Thank you for your recent gift to the [foundationname]. Every contribution to our foundation helps to ensure there are resources available to support the communities you care about across [my state]. We truly appreciate your generosity and thank you for your investment in your community. Please retain this receipt for your records. Sincerely, Executive Director
To use this content, the System Data setting Tax Receipt Templates must be turned off.

Online_donation_email_body

Body of the email sent to donors who contribute online. This is also sent when recurring donations are posted. To use this content:
- Auto Tax Receipt in System Data must be turned on.
- You must enter an email in the Auto Tax Receipt Reply To field in System Data.
Default content: Attached is the tax receipt for your recent donation.

Recurring_donation_reminder_subject

Text for the subject line of the reminder email sent to donors about an upcoming recurring donation.
Default content: None.
To use this content, the Recurring Donation Reminder Days must be entered in the Portal Options Settings.

Merge Fields

{{ach_account_name}}
{{ach_account_number}}
{{ach_account_type}}
{{ach_routing_number}}
{{amount}}
{{anonymous}}
{{books_closed}}
{{cc_fee_match}}
{{closed}}
{{created_ts}}
{{description}}
{{direct_debit_pm}}
{{donation_interval}}
{{donation_type_id}}
{{donation_type_name}}
{{#foreach donations}}
{{account_id}}
{{advise_anonymous}}
{{advise_doner_id}}
{{advise_doner_name}}
{{advised_donation}}
{{amount}}
{{anonymous}}
{{created_ts}}
{{description}}
{{donation_date}}
{{donation_dest_id}}
{{donation_id}}
{{doner_id}}
{{doner_name}}
{{from_grant_id}}
{{funit_id}}
{{funit_name}}
{{grant_id}}
{{historical}}
{{historical_trans_id}}
{{rc_donation_id}}
{{sship_id}}
{{sship_name}}
{{vendor_id}}
{{vendor_name}}
{{/foreach donations}}
{{doner_id}}
{{doner_name}}
{{email}}
{{end_date}}
{{error_msg}}
{{error_ts}}
{{event_date_id}}
{{event_date_name}}
{{first_name}}
{{#foreach funds}}
{{amount}}
{{cc_fee_match_amount}}
{{funit_id}}
{{funit_name}}
{{rc_donation_id}}
{{rcfu_id}}
{{spendable_donation}}
{{/foreach funds}}
{{individual}}
{{label}}
{{last_name}}
{{lock_code}}
{{module_code}}
{{name}}
{{next_date}}
{{organization}}
{{past_due}}
{{payment_method_id}}
{{payment_method_name}}
{{payment_processor_id}}
{{platform_pm}}
{{platform_token}}
{{profile_guid}}
{{profile_id}}
{{rc_donation_guid}}
{{rc_donation_id}}
{{recognition_name}}
{{recurr_int}}
{{revenue_account_id}}
{{revenue_account_name}}
{{salutation}}
{{start_date}}
{{stripe_cus_id}}
{{total_amount}}
{{void_ts}}
{{zipcode}}

Recurring_donation_reminder_body

Text for the reminder email sent to donors about an upcoming recurring donation.
Default content: None.
To use this content, the Recurring Donation Reminder Days must be entered in the Portal Options Settings.

Merge Fields