Jan 28

Tax Receipt Settings UI Update

New
       Mike Young

Editing tax receipt settings opens a modal window instead of taking you to a new page Provides a cleaner simpler UI Separates details into simple sections for a more streamlined approach Addition of Automatic and Custom receipt template selections

KB Article https://help.givecloud.com/en/articles/10126665-tax-receipting

Jan 23

Giving Experience - Thank You Email - Banner Image

New
       Mike Young

Elevate your donor communication! Include a banner image in your thank you emails to create a more engaging and personalized Giving Experience.

  • in app preview shows you exactly how image will appear in donor email
  • Recommended image size is 560 x 175 pixels
  • Localization support to allow for a different image based on the different supported languages of the Giving Experience

KB article https://help.givecloud.com/en/articles/10457123-complete-your-account-setup

Jan 22

DonorPerfect Giving History and Tax Receipts in the Donor Portal

New
       Mike Young

Here's how it works: Capture every gift: Record all donations, including offline gifts entered directly into DonorPerfect. Seamless integration with Givecloud: Givecloud pulls this data from DonorPerfect, ensuring a complete and accurate record. Empowered donors: Supporters can access their full giving history and download tax receipts anytime through the Givecloud donor portal.

KB Article: https://help.givecloud.com/en/articles/10421275-donorperfect-gift-history-and-tax-receipts-in-donor-portal

Jan 22

Beta - BlackBaud Raiser's Edge NXT - CRM Integration

BETA
New
       Mike Young

This item is available on a limited basis. You can request access at support@givecloud.co.

Seamlessly integrate with Raiser's Edge NXT to empower you by syncing contributions and constituents in real-time, intelligently matching donor data, supporting anonymous donors, configuring default fundraising settings, and separating out DCC, taxes and shipping into separate gifts.

KB articles

https://help.givecloud.com/en/articles/10367083-blackbaud-raiser-s-edge-nxt https://help.givecloud.com/en/articles/10185293-integrate-blackbaud-raiser-s-edge-nxt https://help.givecloud.com/en/articles/10185255-blackbaud-raiser-s-edge-nxt-settings

Jan 13

New Giving Experience Thank You screen features!

New
       Mike Young

Video Message - Play a thoughtful video on the Giving Experience Thank you Screen Show your supporters a video after their donation is complete that thanks them for their giving and communicates the impact that their donation will have.

Call to Action - Share an important next step for supporters after their donation is completed.

More details in the KB article https://help.givecloud.com/en/articles/10275917-ge-customize-experience

Dec 5

New Tax receipt template

New
       Mike Young

New updated tax receipt template created to include all your important information.

This new template includes merge tags that will automatically be populated with things like logo, charity number, org legal address etc and can be used right off the bat without additional customizations.

Your existing templates will not be impacted. To take advantage of the new template the following steps should be taken;

  1. Duplicate an existing template
  2. Edit that template
  3. Click Reset to reset that template to the newly updated template.

For more details see the KB https://help.givecloud.com/en/articles/10126665-tax-receipting

Nov 26

Name Split in the Giving Experience

New
       Mike Young

Giving your supporters control over how their name is split while maintaining a simple one field approach in the Giving Experience.

First and Last Name appears as one field. Supporter enters names into field and when they click away, the fields splits into a first and last name field. Supporters can then freely edit either field if desired but experience no interruption to their flow through the fields if no changes are needed. Names are split according to NCOA guidelines. Any additional single characters are split into the first name.

Nov 25

Giving Experience Privacy and Legal

New
       Mike Young

The Giving Experience Privacy and Legal screen have been updated to include SOC2 compliance and now links to the Givecloud Trust Centre

https://trust.givecloud.com/

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.

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