Data + Reporting

Please don't email me a link to download a CSV. I am already on your website. Just give me the CSV there.

Change address info to allow for international addresses to be entered into donation form.

I discovered that anytime a donor gives a "tip" to Give Lively the gross, net, transaction fee, and covered transaction fee amounts are inaccurate in Salesforce. It took us weeks to figure out why the donation amounts in Salesforce and Stripe do not match. The only way to see accurate gross, net, transaction fee, and covered transaction fee amounts is in Give Lively. The only way to see accurate "tip" amounts is by looking at each individual payment breakdown in Stripe. I also discovered that the Stripe processing fees include processing fees for the Give Lively "tips." I am requesting that Give Lively remove any voluntary "tips" from the organization's view in Stripe and Give Lively. There is no reason our organization should be seeing the Give Lively "tips" at all since that is not our money. Or, at the very least, Give Lively and/or Stripe could develop reporting that separates the "tips" from the transaction fees. Without this information being reported or omitted completely, it adds hours of work onto donation entry and acknowledgement processes.

It would be especially helpful to have in honor/memory of information included in the auto-generated email sent to the administrator when a donation is made. Instead, I have to log in to check the details of the gift which is frustrating and adds unnecessary steps.

Our auditors request that we can show them the process of a donation from start to finish, including ensuring the tax receipt matches the donation. This would help us provide greater transparency and strong documentation.

It feels redundant to pull a report for donations and a separate report for custom question responses especially since I didn't have to pull two separate reports before the most recent update. One of the custom questions we have is a general gift note where people can let us know if they want their gift to go to a specific program/project or to provide more context for their gift. What used to be a seamless process has now gotten clunky.

Currently, if you want an Additional Question to be Optional, it is automatically put after the transaction is complete. We would like to ask people to share anything they like about their donation (why they were inspired, whether they want it designated toward a specific program, etc.) and I've already had one person say they were frustrated that they couldn't share anything like that before they made their donation, so they didn't make one and called me instead. While I love talking to our donors, I don't want them feeling frustrated. If I could move the question to earlier in the process, problem solved!

It would be super helpful to have 3-5 custom field options, and the ability to map them to Salesforce. 1 custom field just isn't enough.

Hi - consider adding the ability to choose what information that the nonprofit would like to export as a .csv file. My reason for asking is our Development Director was a bit overwhelmed when I forwarded her a copy of the Give Lively .csv file that she manually has to input in our donor relation software. Thanks for your fantastic and free fundraising software. Best, Frank