Sep 23

Givecloud is Officially SOC2 Compliant!

New
       Neil Lariviere

We are excited to announce that Givecloud has successfully completed its first System and Organization Controls (SOC) 2 Type II audit. A SOC 2 Type II report describes a service organization's systems, whether the design of specified controls meets the relevant trust services categories, and assesses the effectiveness of those controls over a specified period of time. Givecloud's SOC 2 Type II report did not have any noted exceptions and was therefore issued with a “clean” audit opinion from Advantage Partners.

You can now view our SOC 2 report in our Trust Center (https://trust.givecloud.com/). Please let us know if you have any questions.

Aug 29

Global DonorPerfect Sync Setting

Improvement
       Neil Lariviere

The Sync setting within the DonorPerfect integration settings is now a Global setting. Meaning, that if that toggle is turned off, no contributions will sync regardless of what the individual Giving Experience or Item setting is set to. This will give you great control over your DonorPerfect sync.

Jul 26

Say 500% more within the Fundraising Experience Thank You's!

New
       Neil Lariviere

You can now say so much more within a Fundraising Experience Thank You email. We've expanded the character count from 250 to 1500. Thank your donors for their generosity exactly how you want with this new improvement.

Jul 19

Recurring Plan Cancellation Notification!

Improvement
       Neil Lariviere

There's a new email automation available to help better communicate changes about your supporters Recurring Plans. Check it out in the Email Automation settings to not only notify your supporters that their plan has been cancelled, but also help notify your organization!

https://help.givecloud.com/en/articles/4596375-cancel-a-recurring-payment

Jun 10

Tax Receipting Just Got an UPGRADE!

Improvement
       Neil Lariviere

Now you're able to offer your donors a better experience in terms of their donations. We know "today only" donors are expecting a tax receipt right after giving, and recurring donors don't want to see the receipt until the end of the year. You can now offer this with the "Individual One-Time, Consolidated Recurring" option. This is found within your tax settings.

Click here for more details - https://help.givecloud.com/en/articles/1541655-manage-tax-receipts-with-givecloud

May 30

Connecting Your Website Has Never Been Easier!

New
       Abbas Osman

Manage all your connected websites in one place with our new Connected Websites panel in Organization Settings. You can now add your websites easily, check the status of your connected sites, modify site details as needed, and easily disconnect sites (don’t forget to remove the bridge code from your site). Find this exciting new feature under Organization Settings, just below Accepting Donations.

Click here for more details - https://help.givecloud.com/en/articles/9377100-how-to-connect-your-website

Apr 30

Salesforce Integration Now Available!

New
       Neil Lariviere

Connect Salesforce to Givecloud to unlock the full power of your Salesforce CRM! Sync your fundraising automatically to keep Salesforce up to date with your CRM specific data. Use custom mapping to map Givecloud objects (such as Supporters and Contributions) to Salesforce objects (such as Contacts and Opportunities).

https://help.givecloud.com/en/articles/8685871-salesforce

Mar 8

Fundraising Experiences: Allow New Lines in Fundraising Experience Description

Improvement
       Luis Lopez

To add line-breaks, go to Fundraising > Open your Fundraising Experience > Click or use the tab key to navigate to Layout and open the Description box. Add the desired amount of line breaks to your description form.

Mar 8

Edit Logo Size on Fundraising Experiences

Improvement
       Kimberly Arcand

Choose your logo size (auto, small, medium, or large) to change how the logo appears on each fundraising experience. To edit your logo size, go to Fundraising > Open your Fundraising Experience > Click or use the tab key to navigate to the pencil icon, and edit the logo size under Template and Branding.

For best results, we recommend Auto.

Mar 6

Keep Me Anonymous

New
       Abbas Osman

You can now enable a "Keep Me Anonymous" option for donors during add-to-cart checkout! This setting is available under Features > Website > Site Design > Cart & Checkout.

Allow your supporters to choose anonymity for their contributions. Find this new option below "Cover the Fees" at checkout.

Click here for more details - https://help.givecloud.com/en/articles/9466304-how-to-add-keep-me-anonymous-option-in-checkout

Feb 14

Consolidated Tax Receipts for Givecloud Express

New
       Maria Tan

To issue consolidated receipts with Givecloud Express, click on Reports > Tax Receipts. Then, click on the Consolidated Receipting button. Enter your Receipt Period, Minimum Receiptable Amount, and Receipt Date. Under Receipt Status, select Draft to review the tax receipts first, then click on Generate Receipts.

To learn more, please see our help article here: https://help.givecloud.com/en/articles/9020513-givecloud-express-issuing-tax-receipts

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