Settings and activity

6 results found

1. internal grant letter

   4 votes

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   2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Rachel Sandor supported this idea  ·  January 29, 2024

2. Tax Receipt Template

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Rachel Sandor shared this idea  ·  January 29, 2024

3. Listing of Funds on the portal - use public name field

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Public Name is used in the Fund Listing for the Donation Portal.  Fund Name is used for the Fund Advisor Portal because it is the legal name of the fund.  Are you asking for the Fund Public name to be used in the Fund Advisor Portal?

   Rachel Sandor supported this idea  ·  January 29, 2024

4. Public Securities Donations To Multiple Funds

   29 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Rachel Sandor supported this idea  ·  January 29, 2024

5. Yearly Tax Receipt Templates Download Word.Doc

   18 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Rachel Sandor supported this idea  ·  January 29, 2024

6. 1099

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Rachel Sandor shared this idea  ·  January 25, 2024