GLM & SLM Idea Lab

  1. Export ALL GuideStar Charity Check Information

    This would include:
    The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
    IRS Publication 78
    Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
    IRS Business Master File
    Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
    990s list.
    Public Profile:
    GuideStar Exchange level (i.e. Silver, etc)
    Name, DBA, AKA, address, ED, etc.
    Fiscal Year Start:
    Fiscal Year End
    Total Assets
    Total Revenue:
    Total Liabilities
    Total Expenses
    Goverment Issued Ruling Year:
    All fields under Financial…

    12 votes

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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Collaborator Receive Emails

    I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.

    12 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. popup reminder to view print packet when submitting application

    As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.

    12 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Limit Applicant's Draft Applications within a Process

    Please consider adding the option in the Process Summary that allows us to limit the number of applications an applicant can begin within that process. We only accept one application for most of our grant programs and would like to be able to set a limit to the number of applications one can start. Currently, applicants can start multiple drafts of an application. This creates lots of abandoned applications.

    The Apply button could be deactivated and greyed out once an applicant has reached the limit of applications that can be drafted and submitted within the process.

    12 votes

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Follow Up Due Dates - Past Due Notices

    Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.

    11 votes

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  6. GLM/Foundant Accessibility for People Using Screen Readers

    We received some good feedback from an applicant: "Due to a small staff and the Director's use of screen reader technology, web forms are often inaccessible and paperwork is very slow-moving. The Opportunity Fund's application and website is more navigable than other foundations but still required many hours of oversight and coordination to receive assistance from board members and staff throughout the process."

    I would love to know how/if Foundant is working toward making sure it's products are incorporating web accessibility principles so that a person using screen reader technology could apply for a grant and take care of other…

    11 votes

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  7. add to calendar

    Create an "add to calendar?" option for any due date (app/follow up forms, etc) whether from the dashboard or within an automatic email. This would be really helpful for applicants who are managing multiple grant processes that are in several stages.

    11 votes

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  8. Expand batch options for downloading PDF copies and assigning follow-up forms

    Would help quite a lot. Have 200 applications for review and some folks requested PDF copies. Having to download each individually takes a long time.

    Also assigning a follow up form for project modification, extensions, etc. Having to send 1 form to 200 people could be sped up if batch options were present for more functions disassociated from email.

    11 votes

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  9. Grant applicant reminders

    One of our grant applicants asked if we could add automatic reminders of upcoming deadlines to everyone who still has an application in draft status; I'm envisioning something like the reminder email to applicants who need to submit grant reports. Is this possible?

    11 votes

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  10. Automatic Reminder Emails for Follow-up Reports and Applications

    I would also love to be able to customize the 14 day submission reminder, or at least add another reminder 2 or 3 days prior to due date. And it would be fantastic if I could also do this with applications as well as follow-up forms.

    11 votes

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  11. Demographic/Diversity Data from Guidestar

    I am interested in adding additional Guidestar data on demographics / diversity into the org summary. http://www.d5coalition.org/data-partnership-d5-guidestar-and-green-2-0/

    I would be happy to help/support this effort in any way!

    11 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi Everyone,

    Thanks for your feedback around GuideStar information. We are looking at implemented GuideStar’s new API and with this, we should have access to even more data in an organization’s profile.

    As we evaluate fields to make accessible we will keep this in mind, and watch for updates or requests for feedback here.

    Thanks
    Sammie

  12. Tracking Touchpoints

    There is no way to get one clear shot of engagement/touchpoints with organizations. Should there be unexpected turnover within an organization, their Foundant profile should have a feature to track the following:

    1) Site Visits (with notes and person in attendance)
    2) Phone Calls (with notes and person in attendance)
    3) Events (with notes and person in attendance)
    4) E-mails (with notes)

    Right now, we have to track this information on spreadsheets, which leaves a lot a room for human error. Without a feature like this, Foundant is very limited in its ability to manage the Grant Cycle process!

    11 votes

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  13. Naming a Follow-Up

    It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.

    11 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add additional "Document Types" under Request Documents

    Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.

    11 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. foundation assigned grant numbers

    We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…

    11 votes

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    Under Consideration  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. "Withdrawn" option

    Hi- not sure if others have requested this but any possible
    way you guys can add a "withdrawn" option just like:
    "Denied", "Abandoned" and "Approved". Thank you!

    11 votes

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    Under Consideration  ·  20 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email History by Process

    Be able to filter email history by Process.

    10 votes

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  18. Adding shared questions

    Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.

    10 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Guidestar

    It is great to be able to use Guidestar to find an organization and import them into our GLM as a new organization. However, for existing organizations (Legacy Data), it would be nice to import/merge Guide Star information (EIN, etc.) with the organization account already in our database.

    10 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Show a follow up as "locked" when applicants have another follow up to complete prior

    When an applicant has multiple follow ups they have an option of "edit" on the follow up they are working on, and the other follow up's options are blank. I get a lot of questions about why an applicant cant complete their follow up (when they have one due prior).

    I think it might be helpful to have that say something like "locked". Then perhaps have the info "i" icon to tell them why they cant access the follow up.

    10 votes

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    Under Consideration  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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