Giving

When sending targeted mailings (e.g., “All alumni in Traverse City, please donate to support Traverse City students”), we often want to highlight one specific fund while still allowing donors to give to other funds if they choose. Currently, our forms pre-select the default fund as the first option, letting donors quickly enter an amount and move on, or optionally choose/add another fund. An enhancement idea: Add a pop-up box (or similar prompt) with the default fund pre-selected. Donors would be asked: “Do you want to donate to this fund?” If Yes → they enter the dollar amount and continue. If Choose another fund(s) → they’re taken to the existing form with categories. This feature should be toggle-able (on/off) with the option to define which fund is used as the default in the pop-up. This would streamline the experience for large mailings (often sent to thousands of alumni) while still giving donors flexibility.

During our alumni challenge, we offer donor incentives to encourage alumni to donate. It is usually a branded promotional item. Some incentives have a fair market value that is large enough to make their donation not fully tax-deductible. It would be great if the donor could opt into receiving the incentive/benefit so that the receipt amount is calculated into their automated thank you email/receipt. For example, if I gave $100 and selected a gift with a FMV of $10 then my receipt would show the deductible amount as $90. It would also be helpful if the incentive item "opt-in" were only available based on a minimum donation amount. So, for example, if all donor gives $100 or more get a free t-shirt, then when a donor gives that amount (or more) during checkout they are asked if they would like to receive the incentive/benefit they are eligible for.

Some schools use internal naming conventions for giving pages, but these names aren't always ideal for donors. For instance, an internal name like "Annual Giving" could be displayed to staff, while a more engaging phrase like "Make a Difference and Impact XYZ" might be used for donors. Similarly, for a scholarship fund, the internal title might be "Scholarship Fund – 2024," while the donor-facing message could be "Support Future Scholars" to better connect with potential contributors. This approach also applies to specific campaigns—internally, a page might be labeled "Capital Campaign – Phase 2," but a more compelling donor-facing title like "Help Us Build a Stronger Future" would be more effective. Allowing this flexibility improves donor communication, enhances their experience, and encourages more meaningful contributions.

Allow donors to be able to make multiple gifts in one checkout. Then once the gift feeds into NXT batch they come over as true individual gifts. As of now if a donor gives 3 dollars to 3 separate funds, it feeds to NXT batch as one gift split among those 3 different funds. Which is problematic for most reporting in RE/NXT.

For organizations with larger numbers of active funds, there is a distinct need to categorize funds while also needing to give our donor base the option to search funds that are not housed within a certain fund category. Currently, these functions are only available if the form is using a fund list, but when you are an organization with over 120 funds highlighted in an active giving form and over 1600 active funds that a donor can give to, there is a real need to provide those search options in forms utilizing fund categories.

There should be a way for teams to add notes about a giving page that are not exposed to donors. This will help with having different versions of solicitation letters and segments without exposing that to the public.

Within the fund catalogs, there is no way today to set the order in which the funds should appear to the donors. We want to specifically highlight certain priority funds in every category, which is not supported today. It is very inconvenient to manage large number of funds and highlight important ones.

Currently, we do not have an option for users to donate using ACH or direct bank transfers. However, given that ACH allows organizations to receive more of the donation due to lower fees and offers significant convenience for donors, having this option would be highly beneficial.

It would be great to have the ability to toggle on/off whether we want challenge amounts to automatically appear in the thermometer. For example, when you hover over the amount raised, a pop up appears indicating what was donated vs. what was matched. I can see how this might be a good feature for some instances. However, in our case, we offline load our matching gifts so the donor's name appears in the challenge hub. We also do this so that the gift appears in the export so we can accurately conduct our post giving day analysis. Unfortunately, this then results in that amount being double counted in the page. To be able to indicate whether we want this feature on or off would be very helpful.