We look forward to releasing the following enhancements to your software. Watch for future announcements about when this new functionality will be available in your CommunitySuite solution.
- Portal: Add the ability to move towards a foundation portal for each of the following designations: Donor, Grantee, Student, Vendor, Customer, Nonprofit, and Fund Advisor.
This is now live in your Sandbox. - Donation Settings: Add a new content area for the Donation Portal. These new settings are found in Donation Settings: Cover CC Fee Title, Cover CC Fee Description, Anonymous Title, Anonymous Description.
-Cover CC Fee Title is a customizable label to let donor's opt into covering the donation fees on the Donation Portal.
-Cover CC Fee Description is a customizable Description fields next to the Cover CC Fee Title on the Donation Portal.
-Anonymous Title is a customizable label to let donor's opt select to have the donation remain Anonymous from the Donation Portal.
-Anonymous Description is a customizable Description fields next to the Anonymous Title on the Donation Portal to allow foundations a longer explanation to donors.
Within Community Suite, label fields will be limited 60 characters, tabs to 40 characters, and the Descriptions to 255 characters.
Add the ability to enter donation levels. Users will find this new setting for the fund listing page in Donation Settings called Giving Levels. Users will be able to add up to three Giving Levels to display on the Donation fund donation page under the One-time Donation Amount. Users will enter the Giving Levels with a comma separated list of amounts (i.e. 10,50,200 or $10,$50,$200).
This is now live in your Sandbox. - Profiles - Nonprofit Designation: Add the ability to accept a pass-thru donation for a nonprofit listed in the nonprofit directory. In order to accept donations for a nonprofit, a pass-thru fund must be added in Nonprofit Settings. If a pass-thru fund is not set, but the Enable donate has been set, the system will use the default fund set in system data. Enabling/Disabling this functionality can be added in bulk or individually. From the Nonprofit main page, there is a new left-side menu option called + Enable Donate. Selecting this option will open a checkbox list with the ability to select all, none, or by nonprofit. A - Disable Donate option is also available to remove this functionality. Once selected, a checkbox list will open with the ability to select all, none, or by nonprofit. Enabling/Disabling the ability to donate through the Nonprofit Directory can also be enabled/disabled for a specific nonprofit by selecting edit within a nonprofit record and updating the Enable Donate checkbox. If the nonprofit does not have a grantee designation, the donate button will not appear, and a red warning will appear in the Enable Donate field.
Things to note: Consider revenue recognition rules with your team prior to enabling this functionality. If a pass-thru fund is not set but the Enable Donate has been set, the system will use the default fund set in system data. The grant award is the gross amount of the donation, which means the credit card fees will be paid by the pass-thru or default fund.
A new Directory URL field will be added to the nonprofit record. This will allow the ability to copy and share the URL with the nonprofit.
Add the ability to import Nonprofit profiles. This new import will be located in the left-side menu in Nonprofits. The import will allow users to update information on current profile ids or create new Nonprofit profiles. Things to note with the import: html_statement column and html_description column are boolean fields. If multiple profiles match on the name, then one that was created first will be used. Users will be able to import more than on category on a nonprofit by using a semicolon. For example: Arts; Hunger. If the import has a category that is not created, it will create the new category during import.
Nonprofit Designation: Settings - Add a new setting to add a pass-thru fund. This will be the fund that is used for donations to nonprofits listed in the Nonprofit Directory.
Grants: Nonprofit Directory donations will auto create a grant to the nonprofit. The grant status will be new. The description on the grant will be "Donation from Donor Last Name, Donor First Name". The grant award is the gross amount of the donation.
Fund Advisor Portal: Add the ability to enable the Nonprofit Directory listing as a tab for Fund Advisors. Under Fund Advisors Settings, users will be able to rename this tab. This new tab will also be available to be set in bulk using the Set Tab Permissions. This will allow clients to enable the list of nonprofits as a tab for a particular group of fund advisors. There will also be a new checkbox available on the funds listing table per fund advisor, allowing users to set this per fund advisor.
Permissions: A new Settings permission was added to Nonprofits. This has been enabled for Users in the Admin Group.
Custom Reports: Add nonprofit tab as a field for fund advisor reports. Add enable donation as a field in profile reports.
This is now live in your Sandbox. - Donations: Enhance the Donation Portal with new look and user experience. This update will apply to all pages of the Donation Portal: Funds, Grant Catalog, Events, the Nonprofit Directory, and Grant Cards. The updates will allow for better story telling and an updated view for each page. There will be an option in Styles to enable this enhancement when ready rather than being applied on a specific date.
Donation Portal - Fund Summary: Users will have the ability to display more than one image per Fund, a Fund Summary, Fund Detail Summary, Grant Types and Services Areas, and Fund Steward information.
This is now live in your Sandbox. - Styles: Update to the Styles area to accommodate changes to UI for the Donation Portal. Added a new Settings Option. Within Settings, there will be an option to Enable Donation Portal Style. This will allow users to enable the new Card view for Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits. With this stage, all CSS style pages will now be located within the Legacy Styles left-side menu. Selecting the Legacy Styles menu will display the CSS customizable style areas for the Donation Portal: Fund Listing, Grant Catalog, Events, and Nonprofits.
Styles: Add functionality to accommodate different levels of users. In Styles, selecting Settings, users will need to Enable Donation Portal Style. In the Style Editor Mode, select Basic or Advanced.
The Basic user will have the ability to select CSS (colors for different areas of the Donation Portal) and set a Style (the pages that the CSS to apply). The CSS will allow for users to easily select colors for areas on the Donation Portal and naming the CSS to apply to different Styles. By selecting the color picker box next to the labeled areas, color selection will display giving users the ability to select a color within the color display, RGB, HSL, or HEX. After the CSS colors have been selected, user will need to save the selection. Users will be able to Edit In Simple using the color picker or Edit using HTML language. Within the left-side menu of CSS, users can Edit, Delete, or make a CSS Default.
The Add Styles option will allow users to apply the CSS colors to different Donation Portal, such as Affiliate Donation Portal, Donation Portal, Nonprofit Directory, Grant Catalog, Events/Campaigns, or Funds. Once the page has been selected, users will then select which CSS Style to apply to the page. Select the Style created and Publish or Preview. Once the Style is published, it will be applied to the page/s.
*Things to note: When adding a Style, the Portal Style is new functionality that is coming but not currently in use.
With the Advanced settings enabled, users will see two additional left-side menu items of Add Content and Add Option. The Add CSS and Add Style will function the same as the Basic setting. With Add Content, users will be able to Customize the Head, Banner, and Footer on their pages. Users can select Head, Banner, Footer to create HTML content for their Donation Portal Pages. If a Head, Banner, or Footer is created, it will be set as the default and will be applied to all the pages. If you do not want a Head, Banner, or Footer, a blank one can be created. Add Options will have options for how the pages are displayed. Option Name will allow users to name the option and then select it when setting Styles. List Type allows for the selection of how the funds, events, catalogs, etc, will be display on the page, with list or grid. Grid will be the new card display. Users will also have the ability to Hide Fund Images and Hide Navigation Logo. Show Service Area, Show Steward, Show Grant type will allow users to have those fields display on the corresponding pages. Use Dynamic Images will also allow users to enable the sue of dynamic images to allow images to adjust to the data structure.
Things to note: If users enable the option Show Fund Steward on a fund, make sure the profile is an individual record and not an organization record. The steward name will pull from the label if populated; if not, it will display last name, first name. If using an organization record, then the name will display last name, first name under the image.
Legacy Styles will be located in the Legacy Styles left-side menu. This will allow users access to legacy style pages.
Permissions: A new Settings permission will be in Styles which will allow a User access to enable the donation portal style. This setting was enabled for Admin users.