321 results found
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Export ALL GuideStar Charity Check Information
This would include:
The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
IRS Publication 78
Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
IRS Business Master File
Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
990s list.
Public Profile:
GuideStar Exchange level (i.e. Silver, etc)
Name, DBA, AKA, address, ED, etc.
Fiscal Year Start:
Fiscal Year End
Total Assets
Total Revenue:
Total Liabilities
Total Expenses
Goverment Issued Ruling Year:
All fields under Financial…18 votesThis can be done through the reporting tool
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Change Color of Administrator Comments
It would be really helpful if the color of Administrator Comments could be changed from grey. I know it changes to blue when you make it visible to an Applicant, which makes it so much easier to see. But the Admin Comment stays grey and I find myself skipping over comments because they do not stick out.
24 votesHi All,
We recently changed the look and feel of admin comments. We hope these have made them stand out more. Please feel free to follow up if you have feedback on this change.
sammie
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Lately, GLM has been running VERY SLOWLY sometimes, especially when running reports, and when navigating GLM.
Please make GLM run faster
14 votes -
SLM Universal Application follow ups
With different follow-up forms for each process within a Universal Application, it would be very helpful to be able to delete unused ones and move them around in the list.
5 votes -
Multiple Answers for Demographic Questions
Question Type for Demographics
It would be nice to have a question type that would allow for multiple parts to be under the same question. Right now we have to create separate questions for each group. For example:
What ages are the clients you serve?
Ages 0-18
Ages 19-44
Ages 45-64
Ages 65+1 vote -
Integrate budget into application
We often ask grant applicants to include a copy of their budget. It would be helpful if a budget form could actually be included in the application process, rather than as just a separate file upload.
145 votes -
Delay Access to 1st Assigned Follow Up until Grant Status is APPROVED.
We need to assign reporting dates/payment dates in the system at least two weeks prior to our board approval in order to generate our grant letters. Currently, when we do this, we have the option to set a time period in settings to say, 14 days later before the grantee sees the grant as approved - it shows as UNDECIDED until those 14 days are up, even though the grantee can see the follow ups. That's great, but grantees are now logging in and completing the 1st follow up (for us the grant terms acceptance), even though the grant is…
23 votes -
Collaborator Field
It would be helpful for administrators to have a field (in the request summary or somewhere else) so they can see if there are collaborators in a request.
27 votes -
still submit without required upload?
I have a required document upload question with in my Universal application within SLM. How were students able to submit applications without the required upload? That shouldn't be a thing in the system.
3 votes -
Allow grantees to submit a follow-up before the previous one has been marked "complete"
Allow grantees to submit a follow-up before the previous one has been marked "complete." Currently, grantees are unable to submit final reports before we internally have marked the interim reports as complete. There should be a feature that enables us to choose whether grantees can submit the next follow-up before the previous one is marked as "complete"
46 votes -
Next button
I would like to have a "Next" or "Previous/Back" button to move through applications when logged in as administrators (similar to what was just done with the evaluators!). So, instead of selecting "Return to Application Submitted", I can use next to move to the next application. When I am reviewing several applications, I don't like having to remember which one I just read and which one is next after being taken back to the entire listing.
This would be helpful in all of the application statuses - Draft, Submitted, and Complete.
62 votes -
Allow multiple users in same org to work together on forms
Sometimes the applicant is either not the person or the only person that would need to access the follow-up form (report). It would be great to be able to let the assignee delegate the assigned follow-up to another contact in their organization or that more than one person be able to access the form. Same for the application. Allow multiple users within that request to edit and access the application and applicable forms.
28 votes -
Formatting in question reponses
It would be very helpful for us if applicants/evaluators when completing forms could format their text (i.e. bold, underline, add lists, etc.) this would help clean up the responses we received. It wouldn't need to show up in the reports, just for when we view the form.
27 votes -
Make it more obvious where to click to complete an evaluation
Currently, from an evaluator's dashboard, an evaluator is supposed to click on a red exclamation point fill out an evaluation. This is not intuitive, and while we have included step by step instructions for our evaluators, it's an on-going issue. Can't this be more obvious, like "Click here to evaluate" or a yellow "Evaluate" button that turns green when they have completed it? Red means stop and exclamation points are alarming. (Same would apply to the scholarships module.)
15 votes -
Batch Print Individual PDF Uploads
If the batch print pdf application is possible I would love to be able to batch print individual uploads. Currently I have 4 processes open where I need to extract the uploaded project budget from every application which is a bit time consuming. Thanks!
22 votes -
Assign follow-ups and notify grantees later
Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award…
10 votes -
application deadline
I love all the deadline features for applications, my issue is very simple, the window which shows the deadline is too small and cuts of the time and AM/PM. Anyway to make the box a bit bigger?
1 vote -
Drag and drop documents
Drag and drop documents to request documents instead of just going through the path
18 votesThe ability to drag and drop documents for question answers, request/org/user documents was release as part of our February 2024 Release.
If you have additional feedback please reach out or create a new idea.
The Foundant Team
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one user needs to have access to multiple organizations
We have 1 user who needs access to multiple organizations. Our archdiocese has one person who is now going to monitor multiple departments. We have the departments set up as individual organizations because they run independently. This has also been an issue with grant writers that write for multiple applicants. I know you have talked about this but now we have an immediate need for it!
Thank you!22 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Existing Request Warning - customized message
It would be helpful to be able to customize the message that pops up to warn applicants of an existing request already in the system. In particular, it would be nice to add my name and contact information to have someone to direct them to in case of any confusion/questions when they see the message.
5 votes
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