180 results found
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Fund Type in Grant Letters
I would like to be able to add the Fund Type (DAF, Designated, etc) in grant letters; however, that field is not available.
2 votes -
Available Cash on Fund Advisor Portal
Fund Advisor Portal: Change Title on "Available Cash"
We'd like for our advisors to be able see the amount available for granting in their funds but calling it "Available Cash" isn't technically correct and sounds crass. Can the name of this field be changed to "Available Amount" or "Amount Available for Granting"?9 votes -
ntee
It would be nice to have a field within a grantee that holds their NTEE code and when you create a grants from CSuite it auto populates that code.. Also to have it come over from GLM to CSuite.
2 votes -
Grant refunds should create adjusted amount on the same grant record.
When recording a grant refund, the system creates a new grant record that is negative rather than reducing the paid amount of the grant being refunded. If a payment is intended to be reissued, it would require the user to create a whole new grant entirely rather than just adding a new payment on the same grant. The fund advisor on the portal will then see the original grant, separate grant with a negative amount, and a new grant for the re-issuance. This is also inconsistent with how scholarship refunds are handled which reduces the scholarship paid amount and requires…
6 votes -
Create Spendable Grants by fund
Allow the creation of spendable grants by fund, without having to do an entire group or subgroup at a time. We have nearly 200 designated & agency funds, and some require steps with the beneficiary before the funds can be released, per their original fund agreements. It would not be possible to process them all in one run. Or, after selecting a group/subgroup, allow us to select which ones we'd like to process at this time.
8 votes -
Historical grants - Newest to Oldest
When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.
81 votes -
Google Translate on Donor Portal
Please make Google translate available on the Donor Portal pages. This is a barrier to access for our Fund holders that do not default to English as their primary language and limits our offerings to them like grant catalog and grant recommendation requests.
8 votes -
Add Grant Area to the 990/Grantee Report
Can you please add a column for Grant Area to the 990/Grantee Report?
4 votesThe grant type has been added to this report.
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Set Grant Advisor - Deceased Donor Show
When you go to set the grant advisor within a grant, because you cannot select ONLY those who are associated with the fund, please show if the profile is deceased.
1 vote -
Grant refund reporting
It would be nice if there was a reporting option to track returned grants. As of right now you have to run a general ledger detail and then sort all of the data to find credits in the expense accounts.
10 votesThere is a field in a grant custom report, refund grant, that allows you to create a grant refund report. This is a boolean field (so yes/no). Create a grant report with the fields you would like to see, then filter to refund grant is yes.
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legacy
Legacy global search numbers.
Legacy numbers in global search has become a problem when searching for a profile. To many legacy grant numbers appear and will not allow for profiles. Also now when searching a profile number, many times two appear, because one is a legacy number. On August 5 the release notes state that an update for global search to search for legacy IDs. Is it possible to have this reversed?
13 votes -
Add Investment Strategy field to custom reports
It would be helpful to add the "Investment Strategy" fund field to custom reports, in order to have a way to verify the "balance swaps" and withdrawal requests from investment pools are correct based on grant and scholarship payments scheduled.
4 votes -
View Recurring Grants from Fund
Add the ability to view recurring grants from the individual fund page.
67 votes03/13/2023: Funds: Added Recurring Vouchers, Recurring Grants, Recurring Donation tables to the Fund Relationship Tab. This will allow user to easily identify recurring items linked to the fund.
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Add Recurring Grants to Reporting
Add recurring grant fields to reporting utility.
36 votes -
Donor portal tab permissions
I appreciate the bulk tab edit options. Is there a way to assign a tab for fund groups (instead of all funds)? For example, we'd like to remove the grant request tab from scholarship fund holders. Thanks!
2 votes -
Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
11 votes- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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advisor portal Grants tab totals
Could the Grants tab on the donor portal total up the number of grants and the number of dollars granted over the life of the fund? Currently, there are two different ways of organizing grants displayed - by date and by grantee - which is great, but it would make sense to have a total at the bottom of each format.
14 votes -
Grant Types
We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.
11 votes -
Grant Date locked after Approval
We have a desire for the grant date and several other grant fields to be locked down after the grant is approved. We are hoping the grant date reflects the General Ledger posting date, so a listing of grants by date can always tie to the general ledger. Currently, the grant date and other financially oriented fields can be modified without requiring the grant to be unposted or unapproved. It also currently allows most grant fields to be modified without the initial approval being retracted, requiring additional approval of the subsequent modifications. While the ability to modify fields is a…
1 vote -
Filter reports for 990
The donor report for the 990 includes interfund gifts/grants in the report, but since they should not be reported as donations (only the original gifts to the funds should appear in the 990), it would be great if you could automatically exclude those or allow filters to be put on the 990 reports.
13 votes
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