5 results found
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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 -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Tax Receipt For Gift With Multiple Designations
Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.
However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…
1 vote -
Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
8 votes -
Parent-subsidiary relationships
We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.
12 votes
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