1103 results found
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Grant Letter: Grantee Contact
(boosting an archived request) Can we please add the Salutation for the Grantee Contact as an available merge field for Grant Letter templates?
6 votes -
Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
36 votes -
USPS validation as a report field
Give us "USPS Validated" as a report field.
Use case: We can filter our grants or voucher buckets to quickly determine which addresses still need to be validated.
As it stands now, I cannot run a report to see which profiles have a USPS validated address.
1 vote -
Option to Sort Custom Reports by Date Last Run
On the Custom Reports page, have option to sort by Date Last Run oldest - newest. This would help with cleaning up old reports if the report list is lengthy and if they haven't been run in a few years.
8 votes -
account transfer
Would like to suggest a change to what happens when you click on the menu item "account transfers." Currently you get two part display of a limited number of physical transfers on the top and balance swaps below. If I need to "see more" to get to an older date, I lose the ability to see the other type of transfer. It would be helpful to be able to choose which type of transfer and display more of each by opening separate windows so I can see them side by side, or to have both the top and bottom sections…
5 votes -
Provide the option to show grant payment activity on fund statements.
When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.
10 votes -
Add “Cause” Field to Nonprofit Designation for Public Display and Filtering in the Giving Hub
The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.
This addition would:
Help donors find nonprofits aligned with their values
Make the directory easier to browse and explore
Support future enhancements such as cause-based campaigns or communications
The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.
1 vote -
Add Filter Options to the Giving Hub: Fund Group, Philanthropic Interest, and More
It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.
This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.
Suggested Filters:
Fund Group
Philanthropic Interest Type
(Optional future ideas) Region, Fund Type, etc.What other filters would make the Giving Hub more useful to your donors? Please share your…
1 vote -
kerry@centre-foundation.org
Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.
1 vote -
Pledge Section/Table in the Fund Statement Template
Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.
We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.
Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.
9 votes -
Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name
Donor Portal (Fund Advisor Portal) >
Scholarship Tab >
Export >>> Add 3 columns: Grant ID, Payment Date, Recipient NameTCF
8 votes -
Check register to include all check numbers, even "combined' checks
The check register needs to include all check numbers, even "combined' checks. If there are multiple distributions to one recipient, the field is left blank. The check number should print, even if there are multiple of the same check numbers.
4 votes -
scholarship liability and expense account
For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.
2 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
10 votes -
When completing a recurring task, provide option to add a note
When I complete a recurring task, it would be a nice to have the option to add a note. Currently, when clicking complete on a recurring task, the task disappears, and the next recurrence is added to the profile. For other tasks without a recurrence, there is an option to add a note. Please add this flexibility. Thank you!
9 votes -
Custom Field Permissions
It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.
3 votes -
Ability to remove Work Organization and Title from Campaign Mailing Addresses
We desperately need an option to remove Work Organization and Title from mailing addresses created from a campaign!
Currently there is no option to remove these fields, which is frustrating because we like to utilize them internally but people's titles and working organizations change frequently.
Also, can we export the mailing labels as a docx?
5 votes -
Fund Groups Giving Hub
Can we go back to having ability to list funds by Fund Group (or other fund dimensions) in the Giving Hub? This was very helpful for donors navigating.
6 votes -
Pay Email Address for EFT Grant Notifications
When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.
84 votes -
Scholarship Import Template - add "Check Memo" to the template.
We utilize "Check Memo" on scholarship checks to note the recipient's name and student ID, so that in the event the cover letter gets separated from the check, it is clear whose account should be credited.
1 vote
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