388 results found
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"Reason for Public Charity Status"
Each year for our Form 990 we have to supply information on our grantees including their "Reason for Public Charity Status" (Schedule A, Section 1 on the Form). Currently we request that information in the Grant Agreement, but it would seem to make more sense to have potential grantees provide that along with other organizational information. What do you think?
1 vote -
Option for Applicant to "Abandon" a Request
This may be covered by the discussion under having a "Withdrawn" status but in case it isn't... with our first round of folks using the system (yeah!) I had several applicants, when I queried about their LOI still in draft, let me know they didn't know how to delete an unitendeded duplicate LOI, or one they decided not to submit. It was an easy thing for me to "Abandon" their request, but it would be time-saving to give the applicant the opportunity to "Abandon" or "Withdraw" a request themselves.
posted June 12, 2013 by Kate Shirah, John Rex Endowment
48 votes -
Third Party Email Confirmation
We would be interested in an automatic email that could be sent to a third-party users confirming that their document or information was successfully uploaded into an application.
8 votes -
Grantee Application Access
Hi Foundant,
Is there anyway to make all forms assigned to an applicant availble to them immediately once they have been assigned? It seems we have had numerous grantees emailing us lately because they need access to a follow up, but can't get to it because our office needs to go in and mark any previous forms complete. I am sure there is a 'method behind the madness' here, but it sure would help our efficiency as well as the grantees to know exactly when each follow up is due rather than only being able to see one form at…
31 votes -
Have grantees update/confirm contact information before they can submit a new request/report
I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.
posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation
9 votes -
Including an attachment with an email template
It would be really nice to have the capability to add an attachment to an email template. We have set up a "Follow Up Reminder" email template to be used when final reports are due. We request that budget summaries are presented in a specific format. I think it would help our grantees if they had an example to follow.
posted February 6, 2013 by Dee Ann Harris, Leightman Maxey Foundation
7 votes -
Applicant Merge
Orgnaization Merge is the best feature you have introduced yet. How about applicant merge? Seems like it would work on the same principals.
Thanks
Idea posted April 11, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation
9 votes -
Prompt prior to auto-email
We were thrilled when you first offered auto-email, but found ourselves in an embarrassing sitation when we had to re-enter some applications on behalf of applicants. This was due to a techinical problem on our end, and the applicants were not involved. Lo and behold, when we clicked 'submit' they all got emails thanking them for their application. This did cause confusion and embarrassment. I think auto-email is great, but would it be possible to add a feature to prompt us to confirm the email be sent prior to it automatically being sent off? This could be a global feature…
4 votes -
Business titles
List business titles where contact information is displayed.
Idea posted August 17, 2011 by Holli Kawadler, Uniting Against Lung Cancer
4 votes -
No longer able to delete duplicates because there is Guidestar History
We have organizations that register multiple times without our realizing it until after we’ve started the review process for
their current request and run Charity Check. If we’re unable to delete these registrations, we’re going to end up with a huge number of duplicate organization registrations that are completely useless and just taking up space because all of the important information has been consolidated. It will also make looking up a grant/request by organization name a much more difficult process because we will have to go through however many empty registrations to find the one we are actually looking for.…
2 votes -
Bad Characters
My organization runs an international grants program to support research in Parkinson's. As a result, the applications we receive have a broad range of characters that are used, e.g., Université Laval, etc. Oddly, these characters appear fine on the Foundant website but when exported as a CSV file or in the filename of the print packets these get jumbled. Reviewers complain and it is a bit of a pain to always have to clean up the exported data. For example:
Université Laval becomes Université Laval
The lower case Greek alpha in α-synuclein becomes α-synuclein
Even something standard like the apostrophe…
1 vote -
Applicant History, Project Descriptions, and Reports
Right now, GLM relies on the administrator/reviewer to remember if a previous grant was funded. For example, if an organization received an earlier grant, when they reapply the administrator/reviewer must remember what the earlier project was and know to look at another page to read their final report.
On the page that comes up when the reviewer opens a proposal, it would be great if there was some indication that a previous grant to the applicant was funded. Preferably, the notation should include a one sentence description of the project that was funded. Then there should be a link to…
3 votes -
Set up an alert when deactivating a user that still has follow-ups due
I was trying to reassign a submission and the follow-up to a different user - I was able to reassign the submission, but kept getting an error message when trying to reassign the follow-up. As I was about to send a "Help" email, it occurred to me that the user might be deactivated, so I checked. Sure enough, that was the case. I had to reactivate the user to reassign the follow-up and then go back and deactivate the user again. So, my suggestions are:
1) An alert when a user is being deactivated if that user has any submissions…
3 votes -
Add Check Number to Payment Tracking Export
Add check number to the information provided on the export to csv from payment tracking.
Sorry for the duplicate. Didn't know if this should be a question or an idea. :)
Lynn Larson
Fred & Jean Allegretti Foundation
0 votes -
Help/Support site login page remember my username and password
Hi --
When I log into your support site, I always have to completely type my username and password. I thought maybe this was just a setting on my PC, but doesn't seem to be. (I checked my settings, and also most other sites, incdluing our regular login to GLM, DO suto-complete my username & password.
Would it be possible to have a "remember me" box we can check at login, or have the site attempt to auto-complete once we start typing?
Thanks,
Meredith
posted July 18, 2012 by Meredith Huffman, Genuardi Family Foundation
1 vote -
Reports Beta! "Saved Reports Tab"
The "Saved Reports" Tab in Reports Beta could be improved. I created a report, saved it, then made some changes to the formatting, and saved it again (with the same name). I expected that it was overwriting the original report format file. Instead it saved my multiple versions of the same report. Now, that I want to look at my final version of the report, how do I know which one to choose?
My suggestions:
On the "Saved Reports" tab, list the date & time that the report file was saved (like you might see in Windows Explorer).
When you…
1 vote -
Toggle to Review Mode
Background: Applications can only be reviewed (changing report fields, marking the application complete or sending it back to draft, etc) if you click the Review icon (pencil and paper). If you instead click the project name, then the View icon (paper only) beside the application, you will see the application but will not have these functions available.
Could there be a link or button added to the latter application to bring you back to the Review mode - like "Toggle to Review Mode" or "Review This Application"?
posted September 16, 2013 by Mary Giraulo, United Arts of Central Florida
0 votes -
Depopulate the checked boxes
In both Reports Beta and Data export the boxes for the fields in the lists are all checked. Since I generally want to use no more than 5-10 in any given report, it would be far less time consuming to check the boxes I want than to uncheck all the one's I don't want. Or is there a way already to uncheck all the boxes at once?
Joan
posted January 26, 2012 by Joan Alway, Icicle Fund
1 vote -
Ability to Highlight
As we were reviewing our grants for the first itme, we realized that the ability to highlight specific areas of the proposal for other evaluators to see would be very helpful.
Idea posted April 5, 2012 by Becky Andler, The Crowell Trust
2 votes -
Editing Description for Applicant Follow Up Notifications To Match Reminder Days
It'd be great to be able to change (or Foundant to be able to change) the description for the Applicant Follow Up Reminder to match the actual set number of days/weeks for the reminder. For example, I had a Foundant staff member change my reminders to be sent 30 days prior to follow ups, but the description still says "2 weeks", which may cause confusion for others in my organization.
Thanks!
Idea posted July 22, 2013 by Thai Ha-Ngoc, Henry P. Kendall Foundation
1 vote
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