Data + Reporting

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.

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!

Create way to pull emails of/ engage with current monthly donors for monthly donor newsletters and other things. Data would change as monthly donors sign up and cancel recurring donations.

We would really like the ability to capture phone and/or cell phone numbers from donors. This allows us the ability to personally contact them to say "thank you". We have found that the personal touch of a phone call is very much appreciated.

Include manually entered offline donations in the download function so that total donations can be matched to givelively when exporting data. Additional fields on the offline entry would be good - like check date, check number, donation type (e.g., check, cash, PayPal, etc.) and have that info included in the download as well. And, allow the download to be customized - there are a lot of extraneous fields that get deleted, and allow the customization to be saved for future use. Also, allow offline donations at the team level, not just to an individual.

On any "campaign" page, we can easily view the last several donations. But on our core profile page, we have to actually download the excel file and open it up in order just to see who might have donated recently. The code obviously already exists - can we see recent donations on our core profile page?

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.

Provide the ability to track how many times the donate page has been visited and how many times the text has been sent. This would help determine traffic to site against actual donations.

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