180 results found
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Filter grants from Fund Profile in Grant Reports
it would be great when on a fund profile and pulling a grant report from the left-hand grant menu that grants could be filtered for grant description and grantee. When a fund has a long list of grantees it is a manual process right now. And/or being able to adjust the column view (to go by grantee and/or date) would be great too!
1 vote -
Coding options for gifts - in addition to type of grant e.g. environment, need sub code for unrestricted, etc.
Please provide us with more coding options for gifts received - this could be via subcode. We would like to be able to report on gift designations including unrestricted. We also need an additional code, on if we need to send a grant report and the date it might be due from a particular gift. Thank you!
1 voteCustom Fields is a great way to capture addition fields and you can make them required.
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Grant Advisor Field
Grant Advisor Field should be part of the initial grant creation process.
1 voteThe grant advisor can be set when creating the grant once the fund has been assigned.
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Check Template: Add grant contact, business title, and salutation to check templates
Greater Worcester Community Foundation is transitioning from FIMS to CSuite. We print the grant award letter on the check stub to communicate formally with the grantee. This saves a lot of time when preparing the mailing. We would like to see grant contact, business title, and salutation added to check templates, so that we can continue to personalize the communication.
4 votesYou can now use the vendor fields for this information on our check templates.
{{vendor_mailing_label}} []
{{vendor_name}} [Community Food Bank of Eastern Oklahoma-Merge this one]
{{vendor_org_contact_label}} []
{{vendor_org_contact_name}} []
{{vendor_salutation}} [] -
Email types
Would love to have email types (like address types, where we can add our own). We have many different emails for different organizations, many of which are specific to a single thing. With email being our most frequent form of communication, it would be great to run a report on email address type when necessary to get specifically the contacts we need at each organization (like CEO or grant manager or admin....etc)
10 votes -
Vendors Paid report parameters
Currently organization grantees are not pulling into the Vendors Paid report for 1099s even when the vendor record has the "need 1099" box checked. We often pay organizations with grants, and a few of them need 1099s. The IRS does not care whether or not the income was from a "grant," so please remove the parameters that are not allowing these organizations to pull into the Vendors Paid report so we can correctly issue 1099s!
4 votes -
Set Grant Type & Letter Template in Batch or Default Grant Type Based on Fund
When processing grants in the New Bucket, I need to run Charity Check, set the grant type, set the letter template, and post & get approval. It appears that I can run Charity Check and Post in batch, but I still have to open each grant to set the grant type and grant letter. If these could be done in batch or even default based on the fund, the process would be much more efficient.
10 votes -
990 Report Grant Purpose
For the grant purpose, the IRS directions say "Don't use general terms, such as charitable, educational, religious, or scientific." Is it at all possible to have the 990 report pull the "Description" field instead of the Grant Types that are very general?
We typically have to report every single grant to an organization that we give more than $5,000 to because of the specific restrictions/designations on each gift. We would not be able to group them all under one general description which I believe is what the new update on the report would do.
990 Schedule I general instructions for…
3 votesClients can use the details from the left hand menu to see the detail of the description fields.
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Copy Daf Grants (and others) and then change as needed
COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…
4 votesThere is a current option in the left side menu of a grant record that allows a User to copy a grant record. Once copy is selected, the new grant can be edited to reflect any changes.
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Add grant advisor, grant letter template, service area and grant types to recurring grants
Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)
29 votes -
adding historical grant information to organization
We have a cumulative list of grants for our foundations that date back to 1979. It would be nice to be able to add that information to an organizations profile so all of our grant information is in one place.
2 votes -
attach a tribute to an internal donor advised fund grant
I couldn't vote for "interfund tribute" BUT I talked to Support and they said it's not an option to attach a tribute to a grant
Just restating the previous Idea Lab: Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.11 votes -
Sorting tax receipts by fund group/division for bulk processing
Currently, while we can have different templates available for each fund group/division, we cannot separate/sort the generated tax receipts by any functional method aside from Donation ID#.
The checkboxes that allow us to choose the receipts we want to process means we have to maintain separate lists of the donation ID#s for each division/group - and check them one by one by one by one by one ... which, when we're dealing with multiple divisions/fund groups/affiliates, makes it incredibly tedious and much LESS efficient than moving tax receipt processing and merging outside of CSuite. (I think this is also the…
4 votesYou can now use filters to accomplish sorting by fund groups, subgroups, etc..then load the filters each time.
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Gift/Grant Reports Since Inception
Love the ease of pulling grant/gift reports from the fund's main profile, but really wish there were either an "all" or "since inception" field. We often run these quick reports while on the phone with someone, and it never fails that I have to stop, go back, look at the fund's start date, hit grant report again so that I can add an inclusive date range. Silly, but slightly aggravating!
15 votesThe following was released in March: Funds: Added the ability to run all date range for the donation, voucher, and grant reports for funds. The all date option can be found under the relative dates. When displaying the report formats to show date range from Min to Max.
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Filter out internal grants in
Please add the ability to filter out Internal Grants when running a Check custom report. Thank you!
4 votesYou can select this as a filter
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Allow fundholder to copy past grant request from grants tab
Our previous portal had an option next to each previous grant where the fundholder could copy the grant, quickly verify the infmormation was correct, then resubmit it without having to re-enter the amount/description/notes.
2 votes -
Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields
We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.
13 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Add Internal Grants to Grant Cycle
Add the ability to include internal grants to a grant cycle
22 votes10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content. This will allow for better organization of the fields within a grant Catalog. The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.
From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog. Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants. Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.
Grantees Tab will be house all of the Grantees information. On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.…
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grant report count
Please include a number count in the GRANT report. Right now when pulling a grant report for totals for the current year (which I have to do every week) the report only shows the total dollars. I need both the total dollars and a count of number of grants. So for this one thing I have to export to EXCEL and count.
3 votes -
multiple fund advisors grant request
Could there be a function when creating a grant request from a donor advised fund or an endowment distribution where more than one fund advisor must create or approve the request.
4 votes
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