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1246 results found

  1. Fund statements

    Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.

    112 votes

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  2. Enable Two-Factor Authentication via Text Message

    Create text message two-factor authentication option for donors. (Many are not savvy enough to figure out Authenticator.)

    38 votes

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  3. Last Donation Date does not reflect accurate last gift date

    Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.

    63 votes

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    Proposed Idea  ·  8 comments  ·  Profiles  ·  Admin →
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  4. birthday

    Can we please have the option to select birthdays without a year or even a specific date?

    Sometimes we may know the Month and Year
    Other times, we may only know the Month and Day, but not a year.

    It is nice to capture this information for donor development

    27 votes

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    Proposed Idea  ·  3 comments  ·  Profiles  ·  Admin →
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  5. Scholarship Directory (Similar to Nonprofit Directory)

    We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.

    42 votes

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  6. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.

    Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.

    I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.

    Desired improvement would be a functionality…

    40 votes

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    6 comments  ·  Reports  ·  Admin →
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  7. Create ability to attach files to a note

    Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"

    24 votes

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  8. Recognition Name Not Shown on the Fund Portal

    The Recognition Name is not shown as a column on the Contributions tab of the Fund Portal. When the information is exported, the Recognition Name is shown, but that isn’t something that a fund rep is going to do every time they access the portal to look at donations. Donors are misled into thinking that the Recognition Name is being shared with the fund rep, when, in actuality, the fund rep has to make an effort to find it. Can this be added?

    29 votes

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  9. Complete Multiple Grants at One Time

    I would like an option to complete multiple grants all at one time, but not ALL grants. Our organization utilizes this function to track when our organizations have submitted their completed grant reports on how funds were used. We process grants and two different types of scholarships. We don't need grant reports for scholarships so I want to mark them complete right after processing them. Right now though this is an all or nothing feature from what I can tell so I have to manually go into each grant and complete it because I don't want to bulk complete all…

    25 votes

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  10. Pay Email Address for EFT Grant Notifications

    When emailing grantees for Electronic Payments, there is the CC email field (which is great!) - it would be super helpful for this field to automatically pull in the Email from the grantee profile that is marked as "Pay". So that the email can automatically be sent to the grantee ED and the person who should be notified of payments.

    33 votes

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  11. Campaigns Without Tickets for Online Donations

    Event Campaigns should be able to be created without needing to sell tickets. This would streamline online donations targeted for a specific purpose or campaign. The campaign could then have a specific URL and QR code created, like campaigns already do, but without needing donors to purchase a ticket, it could take them right to a donation page that is tied to the fund attached to that campaign. This would create more efficiency around event campaigns, continue the trend of online donations becoming more popular and accessible at events, and reduce the additional time it takes to manually attach donations…

    69 votes

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    2 comments  ·  Campaigns  ·  Admin →
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  12. Household opportunities should show on Individual profiles

    When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.

    32 votes

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  13. Fund Advisor Portal Enhancements Please

    Although the current fund advisor portal element of the C-Suite platform does offer fundholders the opportunity to make grant advisements, the process is not very engaging and the design appears to the user as more of a back-office accounting process, rather than an engaging user experience. This is resulting in limited use by fundholders, resulting in more manual processing in the advisement and accounting work required in approving the advisements and processing the grant payments. Do others feel that you would benefit form a more engaging fund advisor portal experience? We appreciate all that C-Suite does for us, we are…

    145 votes

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  14. Envelope Printing Incorrectly for DAF Donations

    For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes'…

    30 votes

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  15. online donations creating new profiles each time

    A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.

    38 votes

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  16. Organization's name in event ticket

    Please add option to include organization/company name when someone registers for an event as an individual.

    14 votes

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    Proposed Idea  ·  2 comments  ·  Campaigns  ·  Admin →
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  17. Primary Contact Field in Reports

    You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.

    11 votes

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    Proposed Idea  ·  3 comments  ·  Reports  ·  Admin →
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  18. Multifund Invoices

    We would like the ability to create multifund invoices just as you can with many other areas of CSuite.

    9 votes

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  19. Closed Funds should appear in Red in Relationships tab

    When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.

    66 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  20. Don't notify advisor any grant adjustments

    The other day we had a check that printed on plain paper by accident. We had to adjust all the grants in the batch (cancel payment and then pay again) in order to re-print the check. Every advisor received a notice that payment was cancelled. This caused a lot of confusion. Is there a way to program CSuite so it does not send a notice when "cancelling" a grant payment?

    26 votes

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