Unanswered questions

We have a donor who donates substantially through a variety of methods. Sometimes that’s their donor advised fund (sometimes multiple, unique funds), their family foundation, personally (via their credit card), and other ways. I believe it is best practice to create records for each entity (ABC Foundation, DEF Family Fund, Spouse A, Spouse B) and soft credit to the donor as an individual. This is also something EveryAction suggested during Ask the Experts. Something that’s unclear to me is whether I should connect all these entities in their financial household, any advice? If I move forward with adding in their financial household would I stop soft crediting to their individual contact record? Thanks in advance! 

i need a list that gives me Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

Has anyone tried to embed a progress bar for an online form without embedding the full form? It seems like it should be possible theoretically but there’s nothing in the link and embed options. Perhaps someone has figured out a way to do it? It would be helpful to be able to embed progress bars or otherwise represent the number of online action submitters without having to embed the full form.My specific use case is wanting to embed a couple of different progress bars on a campaign webpage so folks can see the number of submissions for a couple of different online action forms (a traditional petition and a sign-on letter petition). We don’t want the forms embedded on the page because they would take up too much space and not look right as part of the design — we have compact, eye-catching call-to-action boxes with buttons linking to the forms. We’d like to have all the progress bars in one place so we can direct legislators there to view up-to-date numbers.Related, right now for at lea

We just pulled a list of folks who only have one email that is marked as not subscribed but are still receiving emails. There’s a lot! Could someone explain why that is happening? 

Hi! Is anyone using the new Optimized Contribution Forms and accepting Venmo as one of the payment methods? I’d love to know and see an example of your form, if so. Thanks!

Hello! I have created a ticketed event, but there are going to be a few folks we'd like to invite that will not be required to pay. I cannot find a place in the event to create a discount code for these folks. I asked the AI bot and it said we may not have that setting enabled. I’m open to other work arounds I just really need to be able to give folks a free ticket! Can someone help me set this up?  

Hi EA folks! I’m looking to keep our number of contacts below the paid-for threshold. What’s the best way to do this? Find old contacts with no donation history and no longer subscribed to emails, and bulk-delete them? Has anyone gone through this process?

This is a two part question that stems from government comment periods not providing email addresses to deliver comments, and what appears to be EA’s inability to deliver comments to government portals any longer. First, can someone confirm that EA cannot deliver to governement comment periods on the government website?Second, if that is true, I would still like to allow users to customize suggested copy the way they do with an advoacy form. If we could download all the comments and deliver them to a target, using an advocacy action would be fine. But it seems as though you cannot collect advocacy form comments and then deliver them separately - they need to go to a target. And even if I made a fake target, there’s no way to download them? But petitions do not allow for customization of comments. So people can only insert a comment as a custom field, producing some strange comments when you then deliver your signatures. How are groups handling this? Any suggestions?

Giving Tuesday has wrapped, and now’s the moment to focus on retaining and uplifting those newly inspired givers.Here are a couple of Que prompts to try:“Which Giving Tuesday donors are top candidates for monthly giving this month?” “Draft a 3-touch thank-you sequence for Giving Tuesday donors (email, SMS, call).”How are you approaching post-GT stewardship? Share your favourite conversion tactics, segmentation tips, or thank-you strategies in the comments.

Good morning all! As I plan out our Best Practice Coaching Events for 2026, I want to know what topics YOU would find most impactful. Please share in the thread topic areas you would like our fundraising coaches to dive into next year. Ideas: Capital Campaigns, Corporate Sponsorships, AI in Fundraising PS: if you haven’t attended one of our Coaching Events - check out our Events page here!

We have a fairly large number of donors that we don’t have a personal relationship with, especially those that are lapsed or one-off donors. Now that we’re soliciting that portfolio more (especially as we get to year-end), I’m looking for a way to quickly check for obits, especially with couples where only one of them may be deceased. I’d hate to send something to a couple, only to find out that one of them passed 3 years ago.How does your organization stay on top of obit-checking at a large scale? Is there an external tool you use, or database where you can upload names in bulk? Do you conduct a monthly rotating review, and how do you pull those lists?Right now, we’re individually Googling names and their city of residence, but that isn’t practical for months where we’re soliciting 500 lapsed donors. Thanks in advance!

When I send a bulk email through the EA platform, it consistently lands in spam folders. Any work-arounds to help improve delivery??

Hey y’all! Have you started using our new Optimized Contribution forms yet? 

The basic need is to use bulk upload to add dozens of attributions for one contribution. It seems like it’s probably possible but the article I found on attributions leaves quite a bit to speculation and I’m hoping to avoid a lengthy trial and error process and having someone manually enter 80+ attributions. If you’ve done this and have a sample spreadsheet or some guidance, I’d love to hear from you!Background: We’re a small organization in Alaska, with one really new development person and maximum of one year of experience in EA for the most senior of us. Alaska is notorious for its Permanent Fund Dividend — Alaska residents receive dividend checks every October from a fund seeded by oil money — and several years ago the Pick.Click.Give. program was created, allowing folks to pledge and donate money from their dividend to Alaska nonprofits. Organizations receive the donations as one single check, along with a spreadsheet of the individual donors. Thanks for sharing your wisdom!