27 results found
-
Maintain features exclusive to fund advisors in the donation portal
The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that…
17 votes -
Board Portal Option
Please create a designation/tab for Board Members. We would like to have a way to connect with our Board members in ways other than email. We could share documents and we would love to be able to collect electronic votes. We currently do this via email, but would love to do this through the portal.
14 votes -
Scholarship Directory (Similar to Nonprofit Directory)
We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.
67 votes -
New Portal: Option not to show Available to Grant/Spendable on the Portal
We would really like to have the option not to show Available to Grant / Spendable on the Fund Portal. Sometimes this is a negative amount which is confusing to fundholders. There were two different Idea Lab posts about this for the current portal that are now marked as "Not Planned" because of the new portal. Please make showing Available to Grant/Spendable optional by fund in the new portal.
10 votes -
Date Range for Donation and Grants Tab - New Portal
The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.
7 votes -
Portal: Fund Advisors - abiity to hide/show donor information by fund
We would love the ability to enable/disable donor information (name, address, email) for each fund portal/fund advisor on a case-by-case basis (verse turning it on/off by type). While in most cases it is not necessary, we have support several unique fundraising efforts throughout the community where this would be a valuable addition to the donor services we are able to provide for our admin. fee. Ultimately, fund type is not what dictates who we may or may not want to provide this level of information to.
6 votes -
Pop-up Communications for Fund Advisors that show in the Portal
Would really like the ability to create customized communications that would appear as a pop-up in the portal when a fund-holder logs in to share things they are working on, foundation news, funding opportunities, etc. with fund advisors.
5 votes -
Revise the CSuite login page
Revise the login page so I don't have to scroll down to enter my username and password, and the same with the next page when I need to scroll down to enter my choice for authentication, and the next page when I have to enter the code. Attached are screen shots showing the inconvenience.
2 votes -
Restructure Portal Left Hand Menu Options
In the new portal, Fund Statements, Files, Nonprofit directory, Financials, Investment Report, Term Investments and Split Interest are located under Resources and Documents. Is there a way that they can be their own menu on the left hand side? It doesn’t make sense as some of these aren’t a resource or a document.
3 votes -
Restrict fields for editing on public-facing profile
For new portal, please allow the ability to restrict what nonprofits/donors can edit in their public-facing profiles (nonprofits in particular) on a field-by-field basis. An example, we don't want nonprofits to change all fields, only, potentially, their mission statement, and further description. Thanks.
2 votes -
Add a Documents/Resources tab to the new Donor Portal
Could you please add a Documents/Resources tab to the new non-Fund Advisor portal. We would use this tab to post announcements and news of our initiatives that these donors may not see otherwise.
2 votes -
Dont show all Donor Addresses in the Fund Advisor portal
When allowing a donor address to display in the Fund Advisor Portal, default to only showing the primary address. The current behavior shows all active addresses, which can look extremely sloppy when there are many active addresses, and has the potential to allow a fund advisor to see addresses that might be considered private on the donors profile but still active for use internally.
4 votes -
Spendable Optional by Fund on Fund Advisor Portal
We need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.
1 vote -
Customizable Dashboards for Fund Advisors
Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.
2 votes -
Portal: staff approval option for profile edits
Right now, if the setting that allows logged in Profiles to edit their profiles is enabled, changes made through the online portal immediately update the profile in Csuite. When the "Email Notify on Profile Edit" setting is enabled, selected staff receive an email notifying them of any changes made to the profile without the need for approval. We would like to have the option for a staff-approval process for profile edits in the portal.
2 votes -
Font styling needs to be added to CSS
We really need a way to manage font color/size/weight in the CSS page. Menus / navigation font is so light in color and weight that it cannot possibly be meeting contrast/visibility requirements for accessibility. We need an easy way to adjust that without having to build all the styling within our content html.
2 votes -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
2 votes -
Household Donations on Donor Portal
Is it possible to show the donations of linked households on the donor portal? Our Foundation processes donations from the household, however users login under their individual profile. It would be great if donors could see donations from their household as well as their individual profile.
1 vote -
Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…1 vote -
New Portal: ability to select which Interest Types are shown
We have some Philanthropic Interest Types that are internal only and others we would choose not to list given the option. Adding a toggle next to show/hide in the portal would be great.
1 vote
- Don't see your idea?