214 results found
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COVID-19
Add a checkbox for Donor Portal Grant Requests with the question "Is your grant request related to the COVID-19 crisis?" The default mapping could be for the General support option. If grant details distinguish a different COVID-19 grant purpose, staff can manually edit it in the Grant Request after it is created from the Portal. This would help foundations track grant requests that are related to COVID-19.
2 votes -
Organization Fund Advisor Contact Name + Label in Grant Templates
We have a few corporate DAFs where the fundholder recommending grants is an organization profile. Currently on the template, we are able to include the name of the organization and their contact information through the fund advisor fields. We would like to also have the ability to include the main contact person's name and title at the organization. I see where org. contact label is in grant templates, but this is the contact person at the grantee organization and not the fund advisor recommending the grant. Could a field be added that would populate the org. contact name and title…
13 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Voiding Grants
The ability to void a grant should not just apply at the grant request stage. If a grant is created from a grant request and then deleted without being posted or having the charity status checked, there is no log of the grant ever existing in CSuite - no log of who created the grant or when they created it. Not until the charity status is checked or the grant is posted does a log exist for the grant. After this, you can’t even look up the grant request if you’ve taken note of the grant request number since it’s…
20 votes -
Voiding Grant Requests
After voiding a grant request in CSuite, if you don't take note of the grant request number (which we don’t do), there is no way to go back and find that voided grant request. It seems like it should be much more easily found - like on the fund, grantee, and/or fund advisor profile. You should also be able to run a report on voided grant requests.
Similarly, when a fund advisor cancels a grant request on their side of things, this comes across in CSuite as a voided grant request - it looks the same as when one of…
9 votes -
Sponsored Org
It would be helpful (and less room for error) if an organization was a sponsored org to automatically populate within a grant. There should be a way to link the profiles to do so (IE: Who check is made out to).
5 votes -
Add a security warning to the cancel grants feature in the Donor Portal?
Right now when a fund advisors cancels a grant in the Portal it is done automatically. It was suggested by an advisor that instead there should be a warning alert "are you sure you want to cancel" instead of it being automatic. Great feedback!
9 votes -
Saving Original Grant Recommendations from Donor Portal
Hello,
We have noticed that the original online grant recommendation does not get saved with the grant if any changes are made. Any editing / changing of the grantee changes the original request, which is in fact editing any true backup of the grant. It would be nice to save the complete untouched original way the grant came into the "Request" bucket. I have been having to take screen shots, as to ensure I am not messing up the original request, because once it's changed that back up is gone.
Thank you,
Reid6 votes -
denials or zero balance grants on DAF
rather than cancelling a grant, it would be helpful to be able to deny DAF requests and have those flow through to CSuite for tracking purposes. Auditor recommends we track this data to show that donors do not have undue control of their funds...doesn't happen often but it does happen
8 votes -
Fund recognition name
It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.
For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if…
27 votes -
Tribute Sorting
It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.
10 votes -
Add an indication of who has approved a grant on the grant approval screen
We have multiple grant approvers required in the process to do a grant, and these are layered according to job responsibilities. When I go to the Grant section to approve grants there is no indication as to which approvers have already approved grants, and therefore I have to open each one to determine if my approval is required. A column on this screen would allow me to identify which grants are ready for my approval.
10 votes -
Identify in grant notification and in the portal which donor advisor requested a grant
We have a donor advised fund with 7 advisors. This is a fund set up by a family with young adult children to teach them about philanthropy. We are having a couple issues:
o We would like to be able to view who requested the grant in the reporting. Could the name of the requester be part of the grant payment notification that automatically goes out to the advisors?
o When logging in as an advisor and looking at the grant activity, there is nothing that shows who requested the grant. Can this be added?
11 votes -
Grant Catalog request form
The info in the Grant Request form asks questions that are in the
nonprofit's profile (such as URL and contact name and email and phone number). It would be great if the Grant Catalog Request form could pull this info from the profile rather than having to type it all in.17 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Grant Module Upgrade ideas :)
We post anywhere from 15-35 grants at a time.
It would be beneficial if we could :
-Enter the memo line at the time of entry for the grant, rather than before checks are created
- Could reorganize the checks to print out as entered vs alphabetical order
-If the person entering the grant, is the one who approves- auto approve the grant
-Run guidestar check/post at the same time!18 votes
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