960 results found
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Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge.
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge of the Foundant SLM.
The new system - while beautiful - is just random by topic, and unable to walk a person with no experience through the process of learning how to use SLM efficiently.
1 vote -
donation notification
An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.
1 vote -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
2 votes -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
1 vote -
New button needed for students like these :)
My Problem: What about a student who doesn't complete two follow-ups but is still active, then graduates? Where do I put them now if I don't want to delete any follow-ups?
Foundant: Then you'll have to mark the follow ups as complete. Or you can download the follow ups and attach on their request record under document tab, and then delete their follow ups.
Wishing there was a button for something like this, since the student technically shouldn't be closed or abandoned.
1 vote -
Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
5 votes -
grant catalog
Reduce the number of places a donor must click to make a grant from their fund through the grant catalog.
2 votes -
CSuite Notification for Grants Synced/Approved in GLM
Implementing an automated email or system notification to the primary user in CSuite when grants are synced or approved from GLM would greatly reduce the risk of grants being overlooked and significantly improve workflow efficiency.
As the Grants Manager, I work primarily in GLM, while our CFO manages CSuite. We often rely on lengthy email threads to track grant requests and approvals, which makes it easy for information to get lost. There have been several instances where approved grants were missed and not paid out on time simply because the approval was buried in email communications.
After searching the Foundant…
2 votes -
approval
I'd like to be able to view my approval form side by side with the application. This feature is available for evaluations but often times we do not engage in an evaluation stage and go straight to approve/decline phase.
1 vote -
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds.
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.
1 vote -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
2 votes -
Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Internal Notification on Award Approval or Installment Creation
It would be great to be able to set up an email alert to internal staff when an application is approved or when an installment is coming due. If you have one off grants that aren't part of a cycle, it's otherwise very manual to let our finance team know it's time to process payment.
8 votes -
Direct link to the Nonprofit Directory from the Donor Portal -
It would be nice for donors to be able to click on a direct link to the Nonprofit Directory from their donor portal without having to first click Donate and then navigate to the Nonprofit Directory. The direct Nonprofit Directory link could be listed on the left menu in the donor portal.
1 vote -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
6 votes -
Abandoning/Closing and Application within the Application View
It would be nice to abandon/close an application when you're in it. Having to exit back out into the request tab and count which one you were in is confusing. The only way to be sure I'm abandoning the correct application is to open it but the option to abandon/close is only on the request summary view. I added images for better clarification
1 vote -
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
Create an interactive signature box in the email template that I am creating, so the applicant can type his/her name in the signature box.
1 vote -
copy third party letter of
Copy Third Party Letter of Recommendation Form:
We use the Third Party Form capability with a list of questions for Counselors, Teachers, Coaches, etc. with a long list of questions but have to create from scratch for each new audience
1 vote -
Please add a "Tabled" line in the Application Evaluation section
Please add a "Tabled" line in the Application Evaluation section. So much easier to keep track of tabled applications throughout the year if they need to be revisited in a subsequent grant round within the same process.
1 vote -
Adding the application Number as a Tab
It would be nice to view the application numbers for each grant. I often times have to go into the applications during any part of the process even after closing the application. It would be nice to see the application number so I could avoid clicking into several of the same grant name to find the correct application. Please do not remove the other tabs just add this option or allow it to be editable.
1 vote
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