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  1. We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.

    16 votes

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  2. Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?

    11 votes

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  3. It would be great to have the option to include the public name of the receiving fund for internal grant records. Right now this option only seems to exist for the originating fund. Since many of our Funds have a public name, right now when we create our fund records for example, they are showing the internal name of our Funds like Operating Fund, rather than the public name, CNYCF Community Fund.

    10 votes

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  4. I would love to be able to set a default "no grant document" by fund or fund type and then have a choice at grant letter to turn off the letter like we can for award letter. It is tedious to find and delete attached grant letters to grants that do not require letters. In our case, we do not send letters with grants that come in from GLM. I understand I can turn it off by check batch, but that means I need to sort out which grants are which at the time of the check run each time…

    27 votes

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  5. We would like to request that an additional column titled "Default Payment Type" be added to the Open Recurring Grants screen. There are days where we have 100+ recurring grants that are scheduled to be processed. We process grants via check and ACH. With so many recurring grants being processed each day, it would be wonderful if we could see the grantee's default payment type before selecting to create the recurring grant. That way, we could select to create all of the recurring grants who are marked with ACH payments together and keep them separate from the grants that are…

    4 votes

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  6. Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.

    6 votes

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  7. Automatically Populate Grantee Contact on Internal Grants:

    It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.

    This already happens for external grants-- so it would great to have the same functionality for internal grants.

    Thanks! -TCF

    13 votes

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  8. We have a custom field for grants that would be very helpful if it was available in the grant requests on the portal. We are implementing a work around with using the summary and a bulk action in reports but the availability of the custom field in the portal would be much easier.

    4 votes

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  9. We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.

    For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).

    12 votes

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  10. When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)

    7 votes

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  11. As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!

    10 votes

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  12. In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
    * Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
    * Reduces the possibility that a donor will send a check to the Bursar.
    *Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
    *Marking the grantee INACTIVE is NOT manageable in our workflow.
    <3 TCF

    10 votes

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  13. It would be great if a fund advisor could split a single internal grant into multiple internal funds. Currently, advisors must create one grant and specify in the description how they want the funds allocated. However, we then have to cancel the grant and manually create multiple grants to meet their request.

    We already have the ability to split a single donation into multiple funds and consolidate multiple funds into one grant. Extending this capability to internal grants would streamline the process and reduce manual work.

    3 votes

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  14. In the new portal, the permissions are such that ANY advisor listed on a fund can edit a recurring grant, even if those advisors dont have any edit permissions on the fund. In the old portal you needed GrantReq permission to edit, but that is not the case for recurring grants in the new portal. Please consider not allowing anyone with any fund access to edit recurring grants, and instead, restrict access to those who create the request or others as assigned specifically.

    <3 TCF

    2 votes

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  15. It would be really helpful to have a way to receive a notification when someone submits a grant catalog request.

    14 votes

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  16. Is there a way for CSuite to send grant request notifications that come in exclusively from a philanthropic advisor's portfolio? We have staff members assigned as Stewards for both donors and funds. If a grant request comes in from of these donors or for one of these funds, it would be nice to be able to notify that particular staff member, without it being an "all or nothing" proposition. Certainly, we have some staff that needs to be notified of each incoming grant, as they will be processing each one. But for other staff, it would be quite helpful if…

    7 votes

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  17. Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.

    10 votes

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  18. We should be able to send grant letters in bulk, not just by check batch. Similar to how you can check the box for the tax receipts you would like to send all at once.

    30 votes

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  19. It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].

    2 votes

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  20. We would like to create a custom letter that exports all the grant data for an organization in a fiscal year - similar to a donation report for funds.

    We are looking at ways to reduce the administrative burden on our grantee partners and one of the things we are looking at is reporting.

    Currently in GLM we require our grant recipient organizations to complete a report for every single grant they receive. As some organizations receive over 10 general purposes grants a fiscal year, they have to complete 10 individual reports. To try and relieve this burden, we would…

    14 votes

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