940 results found
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scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
1 vote -
Advisor or Household "Roll Up" in Donor Reporting
The Advised/Household roll up is a powerful tool that I have often used in my donor reports. Many of our donors give via a Donor Advised Fund.
However when you use that tool it also "Rolls Up" individual giving records to household giving records. This unfortunately results in inaccurate Donor reporting, including households that are inactive or deceased. I'm wondering what is stopping Foundant from giving users the ability to either "Roll Up" just Household or just Advised donations.
Because of this problem I have stopped using the "Roll Up" feature and instead create 2 separate reports one with all…
1 vote -
Sender Merge field SLM Email Templates
Email templates now offer the "Sender" merge field, it would be great if we could have the "Business Tittle" field in the users settings (optional) and maybe only internal so students to have access to it, but this would allow us to easily communicate foundation staff information without having to manually input. This would also allow us to track the evaluator's tittle at the schools involved in our nominating committees. Bonus if we can sync it with C-suite!
1 vote -
reviewer panel
For one grants cycle this year, we received 222 eligible applications that then are reviewed by 86 reviewers. We frequently get a large number of applications and reviewers, although this year is the biggest one so far in a long time! We assign reviewers to different panels, which are groups of people who all review the same applications. We make these application/reviewer assignments outside of Foundant, but it would be really helpful if we could group applications/reviewers by panel in Foundant. Without it, we have to send out communications manually basically, going back and forth to an external Excel document…
1 vote -
Bank reconciliation
Add back the filters at the top of the Bank Reconciliation Module. As of January 2025 this feature was taken away. The ability to filter all transaction is helpful in the reconciliation process.
1 vote -
General Ledger - Make Account Field Drop Down Clickable
Currently In General Ledger, when looking up an account's detail (in "Show Transactions") the user is required to enter the general ledger account in the "Account" field. It would be helpful if this field was a drop-down clickable list of all General Ledger accounts. This would avoid having to physically enter the accoutn number in that Account field. Many times when looking up an account the user knows the account name but not the number, so a drop down list of all accounts with names would be a nice feature to have.
1 vote -
assign follow ups installment visibility
We used to be able to see the Installment we assigned a follow up to in the Assign Follow Up dialogue box "Attach to" column. This new iteration took away that visibility and only shows us the words Installments, Installments, Installments down that column instead of the installment we actually assigned it to. Could we please see the installment we assign the follow up to in that column instead of the word Installments? Thank you.
1 vote -
TABLES
Adding the column row total is wonderful, but there is a need to be able to subtotal them. I'm trying to create a financial report for my grantees to complete, and it would be nice to see the subtotal of the total column so they and I can know how much money is left in that particular category. Now, what I will have to do is export the table into Excel and create my formulas to subtotal and total the columns, which is, in my opinion, a huge waste of my time.
1 vote -
IRS Pub78 Data actually NOT available in reporting
Hello from OKC! I've found a couple of threads that suggest it is possible to pull into a report all the fields available under the Charity Check > Publication 78 tab. I'm able to pull some but not all. I even chatted with support this morning just to make sure I'm not missing this. Specifically, I'd like to pull in the Organization Name field from the IRS Publication 78 tab within the CharityCheck module. I can pull the general org name field from the orgs profile (as they've entered it) but not the name as the IRS has it listed…
1 vote -
Picture add to contact page
In trying to build relationships with applicants, it would be very helpful to see their photo on their contact page. Could you make a field for the applicant to upload his/her photo on their contact page?
1 vote -
GLM Application Form - Preview Mode Very Confusing
Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.
1 vote -
GA applicant list
Hello! In the SLM portal, applicant names for our Universe are only alphabetizable by first name. Please also include the ability to alphabetize the list within the portal by last name.
Thanks,
Rachael1 vote -
Remove an Applicant
I really need a way to remove an applicant without "abandoning" them or "denying" them. If I deny, they find out they didn't win the award. If I abandon, it goes to their request history, and then they can see it and email with questions. There are times we just need to remove them. An example would be: Our donor's evaluate, and one year there was an applicant in the pool for her son's memorial scholarship, that had bullied the deceased son. She came to us, and we needed to remove that applicant. There are instances where we just need…
1 vote -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
1 vote -
Editable recognition name text box in Giving Hub
While processing online donations from the Giving Hub, I'm noticing that the "How do you want to be recognized" field is being misunderstood by many donors. It would be great if the text box verbiage was editable so we could change it to say something like -- "Optional: How do you want your name listed if different from above? (i.e. nickname)"
1 vote -
stock public securities principal
Stock Gift Adds Incorrect Amount to Principal Balance
The "initial" value a donor receives for a stock gift is DIFFERENT than the proceeds (also called in CSuite gross amount or net deposit). Please allow a field to enter the principal amount to be recorded for stock gifts.
For example...
Initial Value of Gift (receipt for donor) = $100,000
Gross Amount / Net Deposit - Proceeds to Fund (once the stock is sold) = $95,000
The fund receiving the stock gift is immediately underwater because $100,000 is recorded to the CSuite principal but the fund balance is $95,000.1 vote -
Funding History in Reporting Tool
We would love to see the ability to pull the funding history of an organization applying to a new process into a form and/or the reporting tool so that we can easily incorporate that data into our evaluation.
Ideally we could access the funding data currently available in the "Print Organization Packet" (# of requests granted, total $ granted, total $ paid), but even a simple Funding History - Y/N available in the reporting tool would be amazing so we don't have to do a bunch of manual work to look up each organization or run multiple reports just to…
1 vote -
Include Applicant Field to Add Third Party Name with the Email Address:
Include Applicant Field to Add Third Party Name with the Email Address:
To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!
1 vote -
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature.
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature. You can select "Hide Memorial Amounts" and "Show History on Portal", but you cannot make a bulk edit for "Hide Amounts". Thank you!
1 vote -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote
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