1155 results found
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Fund Advisor Emails: Employee Names
In the content settings for fund advisor emails, the only field we've ever had to use for an employee name is {{employee_name}}. That formats the name as last name, first name. We'd like it to show as first name last name, like John Doe instead of Doe, John. The only way we've been able to accomplish that is by changing employees in the system to a first name of John Doe with no last name. That works, but it's cumbersome to have some of our employees listed this way.
Can we get a field added to the content that would…
8 votes -
Portal Donate Button - Make the option for the fund advisor to set up recurring donations.
The new advisor donate button (next to the create grant request button) on the portal only allows one-time donations. The only way to set up recurring donations is through the Giving Hub. Please make it so you can also set up recurring donations.
1 vote -
Journal Entry Approval - Auto Advance
It would be great if journal entry approval worked like voucher approval by auto-advancing to the next je requiring approval!
3 votes -
Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 votes -
Proposed Feature: Donation Gifts & Gift Notes
We would like to add functionality that allows fundraising campaigns to offer tiered “thank-you gifts” based on donation amounts. Donors could select from available gift options when they contribute, and the system would automatically track eligibility by donation level.
Additionally, we want to include the capability for donors to send personalized notes or “gift notes” to recipients. This option would allow donors to dedicate their gift, include a special message, or notify someone that a donation has been made in their honor.
Key Capabilities Requested:
Ability to assign specific gifts to predetermined donation tiers
Automatic display of eligible gifts during…
2 votes -
Financial Statement exports to PDF using a predefined template
Financial Statement export option to PDF. It would be nice to be able to export all financial statements in the same manner that you can create/export a fund statement. Being able to add the foundations logo and have it look "pretty". If a fund statement can be created in this manner, so can financials, since it's pulling from GL accounts the same as the fund statement. We should be able to create our own Financial Statement Templates.
10 votes -
Campaigns for programming sign-up
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes…
6 votes -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Chart of Accounts
Please create the ability to export the Chart of Accounts and include a column for Financial View each account is assigned. There is no way to check what rolls up in a financial view without opening up each individually.
1 vote -
Add Grant Approver and Voucher Approval to Bulk Edit in Reports
Currently you can only add/delete grant and voucher approvers in Funds > Grant Approver or Voucher Approver. Clicking into the name of an approver brings up a list of every fund in the system, but you cannot filter it by fund group or any other filter.
I suggest just adding Grant Approver or Voucher Approver in the Bulk Edit menu on Reports! Then we can create a report that filters funds to our desire and then change Approvers there.
Looks like similar request was suggested in 2021 but archived from lack of engagement: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44612853-add-fund-groups-to-grant-voucher-approval-process
3 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
5 votes -
campaign
I really appreciate the ability to customize campaigns with full HTML functionality. It has made our event pages look polished and visually engaging.
That said, I’ve run into an issue with the Location field. Since this field is required to appear on ticket receipts, it would be much more intuitive for it to display at the top of the campaign page alongside the date and time. Currently, it appears at the very bottom of the page, where it’s easy to miss and not particularly useful for attendees.
If I include the location only in the description, where it can be…
1 vote -
Giving Hub pages not optimized for social sharing
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social…
12 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
15 votes -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
3 votes -
Accept Combination of $ and , entered in Grant Request Amount on Portal
When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.
It does not error out if they only enter one of these.
Can you strip out the characters rather than display an error message?
12 votes -
Allow Vouchers to be placed on-hold
This idea has been posted multiple times but keeps being archived. Please allow vouchers to be placed on hold just as grants are.
12 votes -
Add $500 distribution round
Adding back the previously archived idea of the ability to round to more amounts, like $250 or $500. We have some scholarships that award at $500 increments and it would be helpful to have something enforcing that.
1 vote -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
13 votes -
System-Wide Google Analytics Support for Donor Journeys across Portal and Giving Hub
Foundations increasingly want to understand the full donor journey. From public website or email campaigns into CSuite, through the donor portal or Giving Hub, and ultimately to completed actions such as gifts or grant recommendations.
While Google Analytics can currently be applied to Giving Hub pages, there is no way to track end-to-end donor behavior across CSuite, particularly once a user enters the donor portal or navigates authenticated areas of the system.
What’s Missing Today
Current Google Analytics support allows for:
-Page and event tracking on Giving Hub pages
-Donation-related event data via Measurement ProtocolHowever, it does not allow…
1 vote
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