1015 results found
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Integrating with MonkeyPod nonprofit financial platform, CRM, fundraising, email marketing
MonkeyPod is a software for Nonprofits, including grant-makers like ArtsNow. It houses our financial platform (taking the place of Quickbooks which does not speak nonprofit), CRM, fundraising, email marketing, etc.
A connection with Foundant would allow a full integration with the financial platform for grant applications that are approved and automate the accounting in the same way they do for other platforms.
1 vote -
Integrate with SMU DataArts
SMU DataArts (https://culturaldata.org/about/) is widely recognized as the standard for data collection and analysis in the arts and culture sector. Many funders—including private foundations, municipal and regional agencies, and state-level public funding entities—already require applicants to complete the Cultural Data Profile (CDP) as part of the grant process.
This creates duplication and added costs. For example, the Ohio Arts Council
uses SMU DataArts through its Artie platform to collect and report statewide impact data. In Cleveland, Cuyahoga Arts & Culture relies on a costly customized SurveyMonkey system (https://apply.surveymonkey.com). In both cases, arts organizations are entering the…1 vote -
Be able to create and assign a series of tasks to a profile.
Feature Suggestion: Task Set Automation with Relative Due Dates
I'd like to suggest a feature that would allow users to assign a predefined set of tasks to a donor with a single click. These tasks would have relative due dates based on the date the task set is assigned. For example:
Task: Send thank-you letter
Due: 1 month from task assignment
Task: Share copy of signed fund agreement
Due: Immediately or within 1 week
Task: First reporting update
Due: 6 months from fund establishment
This would be especially useful when a donor gives a gift or establishes a fund. I…1 vote -
Allow Impact Maps to run for non-organization grants
Currently Impact Maps can only run off of Organization data. We need to run an Impact Map for awardees on grants only for individuals. This is not possible in the current configuration. Ideally it would be able to run off the Primary Contact or Owner of the record as well if we could toggle that in the Impact Map settings.
1 vote -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
3 votes -
Make the Fund Name from CSuite visible in GLM forms besides the Installment Form.
CSuite/GLM synced grants: Applicants that receive multiple grants from designated funds need to be able to see the Fund Name in order to easily differentiate between the grants they have received. It needs to be available for other forms and merge fields too. Specifically on Follow Up forms and in email merge templates.
2 votes -
Resizing tables in Evaluator side-by-side view
One of my Grant evaluators brought to my attention that our tables are skewing very oddly when viewed as an evaluator in side by side mode. I've attached the screenshot they sent for reference.
It would be great if the table could either scale in size, maintaining the correct ratio, or become a slider box, with a left to right scroll in order to see the whole thing in the correct ratio. Currently it is difficult to read the answers in the table, let alone a long response.
While the two panes of the application/evaluation can be resized, this is…
2 votes -
Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
3 votes -
Enhance the Candid API Integration
Enhance the Candid API Integration
- Reduce Nonprofit Application Burden
- Improve Funder's Collaboration PotentialThe Vision:
Imagine nonprofits applying for grants by simply entering their EIN, then watching most of their application auto-populate with organization, programmatic, demographic, and impact data from Candid's database. No more asking nonprofits to repeatedly enter the same basic information across multiple applications!Imagine funders receiving better data from applicant nonprofits. And also having an easier ability to share funder grantmaking data out to the field. (By having a standard export in Foundant of data coded for submission to Candid's annual eGrants reporting.) Funders would…
4 votes -
Eligibility Quiz - Failure Message
I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed…3 votes -
Adding a Language Translation Feature
It would be nice to add a language translation feature for our applicants. This would help us reach more people.
1 vote -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
1 vote -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
Opt Out Option for Automatic Emails
I would love to see the addition of an "opt out" checkbox function when an automatic email is going to be triggered. We use an automatic email that's attached to when a Final Report is assigned. The auto email sends out a grant award notification, but, if we ever need to adjust the Final Report due date, it will resend the grant award email.
1 vote -
Allow images without having to use a rich text only box
There used to be a feature where you could insert an image to the instructions box of a form even if the added question did not have the option for rich text. It would be great if we could get that back! The image that used to be in one of our forms is now broken and I haven't been able to get it back (it says the image cannot be loaded from the passed link.)
1 vote -
Shared Documents
I would love to be able to organize/rearrange the files I upload into the Shared Documents. A drag and drop feature like the e-mail templates would be fantastic.
2 votes -
Primary Evaluator
Adding a label for Primary evaluator would also be a helpful benefit. We often assign a primary and secondary reviewer to each evaluation and Foundant currently does not seem to have a way to note this withing the system.
2 votes -
deidentified version of the evaluation summary
In Application Evaluation Closed, the PDF Evaluation Summary is wonderful. I was hoping that it might be possible to generate a deidentified version of the evaluation summary, with the evaluators names changed to ‘Evaluator 1, Evaluator 2, Evaluator 3, etc.’ Currently we have an assistant who manually edits each PDF, but this is tedious and prone to human error.
1 vote -
download all
In the Application 'document viewer', i was wondering if it would be possible to request the additional of a 'download all' button.
I need to download all of the attachments as separate PDF files, which currently requires me to click the download icon up to 20 times per application.
This has been submitted by multiple users over the years. I don't think it would be difficult to implement. PLEASE consider it.
2 votes -
CSuite fields populate for GLM created grants
I would love to see more CSuite fields auto populate when the grant is STARTED in GLM.
Issue is we would like grant advisor field populated in CSuite and GLM. If the grant is started in GLM, this field does not auto populate. Since fund advisor is a fund field, I thought once the fund was assigned in CSuite, the field would populate and push to GLM. That does not happen. I must manually add the grant advisor in CSuite and refresh GLM.
1 vote
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