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  1. It would be great if a fundholder could make a credit card donation to their fund through the Fund Advisor Portal, rather than through the public webpage of the giving hub. We would prefer if not all our funds were listed on the giving hub, since most of our funds are not trying to publicly fundraise and some of the funds would like to be anonymous. However, if we make a fund "private" a fundholder can no longer contribute money to their fund via a credit card donation on the giving hub. Thank you for your consideration!

    4 votes

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    Proposed Idea  ·  Holly Spitz responded

    A fund holder will be able to donate to their own private fund when logged into the new portal. The new portal must be enabled, and the profile must be logged in as a Fund Advisor. Their private funds then display after the promoted funds when they select donate.

  2. When moving a profile from 'inactive' to 'active', it is currently required to then click Clear 'do not mail', 'do not email', and 'do not call'. These steps do not remove 'inactive' from the address, email, and phone fields. It's then required to remove 'inactive' from these 3 fields. This should automatically happen when moving the profile from 'inactive' to 'active'.

    24 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  3. Currently if you filter on a financial report to include/exclude a fund that is a subfund, the filtering does not apply unless the "Show Fund" and then "Show SubFund" options are expanded first. The filtering should be able to apply without needing to show the subfunds just as it applies to non-subfunds without needing to show those in the report.

    11 votes

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  4. It would a great addition to the system if we were able to link pledges to opportunities to help track engagement and follow through.

    24 votes

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  5. Not too long ago, there was a PREVIEW button when selling stock. This was extremely helpful so that you can make sure net proceeds equal what you actually received for the stock. This button disappeared and is now just a POST button. It is so much better to be able to preview the calculated proceeds before posting them because if something gets entered incorrectly, we now have to unpost the transaction to fix it. Please restore the PREVIEW button. Thank you!

    5 votes

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  6. I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.

    4 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  7. Some donors have committed to attending an event, and we would like the ability to attach event tickets to a promise (with no finance involvement). We cannot use a pledge, as some commitments are paid in various ways and require complex financial processing to adjust and apply payments. Using a promise will enable us to reserve the tickets until payment is applied. This approach will also allow us to present the reserved seats and the remaining balance.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  8. When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.

    7 votes

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  9. (boosting an archived request) Can we please add the Salutation for the Grantee Contact as an available merge field for Grant Letter templates?

    4 votes

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  10. When you have a tribute and want to add a Non-Profile Notify that is an organization, you should be able to add a name along with the organization name. We are not going to send a notification to an organization without a person's name attached to it. We want to be sure that it goes to the correct person. Would like the organization name to be there along with first and last name as fields that we can enter.

    3 votes

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  11. Pending Grants in the "New" bucket entered by an internal user are visible on the fund advisor portal. These amounts are still in draft form and have not been posted or approved. It would prevent issues if there was a separate tab for grants entered by internal users or when entering a grant to list the external users who will be able to see it or even a "publish to the portal" option for unposted grants.

    3 votes

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  12. 5 votes

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  13. When there is an opportunity that is attached to a fund, it would be great if the opportunity showed up on the relationships tab of the fund, just like for individual profiles.

    17 votes

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  14. we don't want to confuse our fund advisors - please put the word "fund advisor" on the profile card if they are a fund advisor - in the new portal.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  15. The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.

    There is a similar data field for the Phone number named "Detail" which is available in a reporting object.

    14 votes

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  16. You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.

    25 votes

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  17. Please can you allow us to keep information entered in custom fields when merging two profiles.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  18. Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
    Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.

    7 votes

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    Proposed Idea  ·  3 comments  ·  Other  ·  Admin →
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  19. Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.

    We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.

    Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.

    6 votes

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  20. When setting up a new opportunity for a household (example new fund solicitation or bequest expectancy), it would be helpful if the household's opportunity showed up under both individual parties' profiles as well.

    58 votes

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