94 results found
-
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
16 votes -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
3 votes -
Grant Documents
It would be nice for the Grant Document to be available to print prior to Approving and Posting the Grant...this would come in handy if the individual that typically signs the grant document will be out when the grant is actually paid. This way the document is signed and ready to be enclosed with the check payment
5 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
17 votes -
Notify fund advisor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
9 votesThis will be releasing with the release of the new portals in Aug 2024.
-
Grant notify details needed
Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.
3 votes -
Make Grant Service Area multiple choice instead of dropdown.
Currently Grant Service Area is a dropdown option and a user can only select one option. However, we currently use Grant Service Area as individual counties and a grantee may serve more than one county. it would be extremely helpful for reporting and tracking to have this field as a multiple choice instead of restricting to one option.
5 votes -
total funded on grant catalog
Our grant catalog has over 60 applications at a time. It would be helpful to be able to see how much has been funded when you open the catalog. It would be great to have a "total funded" field at the top of the grant catalog page so we could see at a glance the total amount funded so far.
4 votes -
Grant Request Bucket - checkboxes for requests to create grants
For the Request bucket in Grants, it would be helpful if there were individual checkboxes for requests to create grants, similar to what’s available in the Award Letter and Voucher buckets. There are times where we just want to select one or a select group from a list and we don’t have that option now.
2 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
38 votes -
Navigate back to approval bucket after approving a grant
As a grant approver, my workflow would be greatly improved if I had the option to navigate back to the Approval bucket after I have approved a grant. The current options don't work for us because we move grants to the Approval bucket to encumber multi-fund requests. They aren't necessarily ready to be paid out yet, so jumping to the oldest grant in the approval bucket isn't helpful at all. It would be much more helpful to go back into the Approval bucket to scan for grants that are ready for us to pay.
2 votes -
Optional Grant Letter
Create a "Need a Letter?" checkbox much like the one for tax receipts when processing donations
2 votes -
Add/modify e-mail recipients for grant award letters
Often, the grant writer is not the primary contact for the grantee organization. It would be very helpful to be able modify the email recipients for grant award letters.
3 votes -
minimum grant
It would be great if you could set different minimum grant amounts for each fund or at least the fund type in the system.
1 vote -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votes -
Require Primary Advisor Approval
When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.
The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.
The advisor doesn't even receive any…
3 votes -
grant payment filter
It would be helpful if there were a filter option within the Approval buckets to list any grants where the payment in the Grant Payment Schedule still needs an approval. It's easy to miss in the process and there's no way to know if that first approval step has been made for all grants before moving onto the second round of review and approvers.
4 votes -
990 report grant types
Grant Types on the 990 report (from the "Grantees (Orgs)" option) populate based on what the grant type is in the fund record. When multiple funds provide the award, the field does not populate because it can't select from multiple fund records. Because this report is a cumulative report, and for 990 reporting purposes, it would make more sense for the grant type to populate from the grantee record. That way the field would always populate because it's based on one record, and it would always be applicable because the grant was serving the org's mission.
1 vote -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
43 votes -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes
- Don't see your idea?