Settings and activity

13 results found

1. Moving Advised Donations (Household and Members) Section

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Patty Dane shared this idea  ·  February 22, 2024

2. Attach file when adding Donation

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Patty Dane shared this idea  ·  February 22, 2024

3. Batch add multiple Processes when assigning new Evaluators.

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   Feedback Needed  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Patty Dane shared this idea  ·  February 21, 2024

4. IRA Gift Tax Receipt Letters - Salutation & Envelopes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Patty Dane shared this idea  ·  February 16, 2024

5. Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates

   34 votes

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   7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Patty Dane commented  ·  February 16, 2024  ·  Edit…  ·  Delete…

   This is a large problem for us as well. Very frustrating to keep track of who's letters and envelopes I need to change or reprint.

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   Patty Dane supported this idea  ·  February 16, 2024

6. Tribute Notification

   14 votes

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   1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Patty Dane supported this idea  ·  February 13, 2024

7. Add "Salutation" and "Suffix" FIelds to Donation Import Template

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Patty Dane supported this idea  ·  February 13, 2024

8. chat box

   21 votes

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   4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Patty Dane supported this idea  ·  January 30, 2024

9. Tribute donations messages

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   30 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Patty Dane supported this idea  ·  January 30, 2024

10. notes on donor portal

    23 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Patty Dane supported this idea  ·  January 30, 2024

11. online donations creating new profiles each time

    47 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donation Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Patty Dane supported this idea  ·  January 30, 2024

12. Email Fund Statements Status

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Patty Dane supported this idea  ·  January 30, 2024

13. Fund statements

    127 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Patty Dane supported this idea  ·  January 30, 2024