1424 results found
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Produce external user guides for the portals
It would be helpful if Foundant produced how to videos or user manuals that is appropriate for external users accessing any of the portals. With the changes to the number of portals and ways to access info, and the pending potential mobile app, it's a lot for us to try to keep up with communication-wise to our fund advisors, donors, grantees, etc. As managers of the system and its changes, if would be extremely helpful if this could be considered when new features are added or changes made?
13 votes -
Grant UI update June 2026 (Sandbox)
Please post feedback about the UI update here. Note this is a sandbox release as of June 2026
5 votes -
New Look Navigation Top Menu
This was already posted and marked as implemented back in December, but now our top menu option has been taken away. Please give us back the option to use our old menu at the top of the page!!
Old post for reference: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/50537628-new-look-navigation-top-menu
21 votes -
Enable RSVP "No" for events
Right now people only have the option to "purchase" the ticket to indicate that they are RSVP-ing "Yes". It would be extremely helpful to have some way for people to indicate that they RSVP "No."
The "RSVP" field under a campaign currently populates based on Yes/No they have responded (bought a ticket) as opposed to Yes/No if they are attending.
My larger hope would be that this field is used to see either:
1) they RSVP'ed "yes" and plan to attend,
2) they RSVP'ed "no" and cannot attend, or
3) they have not RSVP'ed at allPerhaps there could be…
59 votes -
Ability to copy a donation that applies to one payment
It would be helpful to copy a donation that applies to one payment. For our giving event, donors send in one check that could be for multiple different non profits and it would save keystrokes if I could copy the initial donation that applies to the one payment.
8 votes -
Correct Format for Fund Steward Name on Fund Statements
Currently the fund steward merge field returns the name formatted as "Last Name, First Name", which is not useful when using it on fund statements or other templates. Please create an option where it appears correctly.
10 votes -
Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"
We use Admin Fee Group to group multiple funds by fund advisor in order to apply graduated admin fees.
When asked to provide a financial report for a particular admin fee group or admin fee type, we currently run an admin fee export, manually isolate the applicable fee group, and then XLOOKUP financial information for each fund.
This manual workaround is time-consuming and inefficient. Having "Admin Fee Group" and "Admin Fee Type" available as Financial Filters would streamline reporting and be a huge timesaver.
Acknowledging this idea was previously archived by Foundant.
10 votes -
Improving the Grant Approver Process
As a large foundation, we believe the proper way to manage grant approvers is by allowing specific users authority at the fund level. More specifically, this is almost always based on Fund Group, SubGroup, Division, or Segment. It’s very difficult to manage this, though. When assigning approvers, you have to manually choose each fund they can approve, one by one. There’s no way to filter the list of funds, and there’s no batch update function. Other than being time consuming, this can lead to certain funds being missed when making changes. In addition, there are times when all grant approvers…
16 votes -
Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are…
12 votes -
Multi-fund vouchers
HELP - VOTE FOR THIS! Multifund vouchers are unable to be copied in CSuite. When you copy it will only copy the first one, so these will need to be made from scratch each time. Csuite doesn't have the functionality to fully copy a multifund voucher. So, those monthly employee-benefit breakdowns have to be done from scratch every time!!!
13 votes -
Customize Event/Ticket Registration Fields
Allow additional information to be gathered when people are registering for events. Information such as dietary needs, guest age, consenting to/ understanding guidelines, etc. would be handy.
30 votes -
Campaign Tickets: QR Code for attendee to scan into event
In order to track attendance at events, it would be great to have a qr code on a ticket for easy attendance tracking.
7 votes -
Set up Fiscal Sponsor Relationship for Grants Synced from GLM
Could we please have the ability to set up a fiscal sponsor relationship on a grant when it is synced from GLM to CSuite?
We need to maintain the applicant/application in GLM under the org applying/completing the work (because not every fiscal sponsor applies on behalf of the sponsored org or wants their application history intermingled). Therefore, it would help immensely if we were able to keep the GLM profile as is, then have an option when building the grant to move the applicant to the "Sponsored Org" field, and add the Fiscal Sponsor as the true grantee.
At the…
9 votes -
Portal: ACH Option
With the addition of ACH information to the portal, I propose adding a verification button to improve security and accuracy. Verifying ACH details before use is a standard best practice to minimize user errors and prevent fraud. This feature would notify the foundation when new ACH details are added, prevent unverified transactions, and reduce errors and fraud by allowing a temporary hold on banking information being used until verification is complete. Implementing this feature would enhance data integrity, security, and overall operational efficiency.
149 votes -
April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
5 votes -
Entering Guest Information on Campaign Ticket should be REQUIRED
Currently when someone registers or purchases a ticket for an event it asks for the purchaser's information before hitting "Submit". AFTER hitting submit, it shows "Add Guest Information". Most guests do not fill this out.
It would be ideal if guest information was REQUIRED before the "Submit" button (example: 3 slots for guest information if there were 3 tickets with 1 seat each selected).
The initial entering of "Your Information" before the "Submit" button should have the option to customize which fields are required. It automatically requires First & Last name, Email, and Phone. What if we need address to…
23 votes -
Add Donation Type: Properties
Please add a new Donation Type as "Properties" with a sell function similar to Public Securities entry and sell processing. Our foundation receives donated properties that must be "sold" that have gain/loss that needs to offset on the correct asset general ledger account. This would be a huge help to the Finance Department.
14 votes -
Grant Limits for Specific Fund Advisors
Some of our families with Donor Advised Funds want to involve their children in grantmaking but want to set a "budget" that limits the amount that their children can grant (EX: $5,000 annually).
Can there be a way for us to set up logins for these adult children but limit the amount they can grant annually?
This function would be a great selling point for families to open a DAF and encourage philanthropy to their kids in a controlled manner.
8 votes -
Add filtering options for Profile Search
Inconvenience: When searching for an organization under the Profile Search, any Individual with that name listed in the organization field will also populate. This is a drawback for adding an individual's organization in this way.
Suggestion: Add a checkbox filter to include/exclude Types of Profiles (individual, household, organization) on the Profile Search screen for a more targeted search that doesn't involve using Custom Reports.
Expanded: A more advanced search filter could be useful for other scenarios. Deceased, (Relationship) Profile Types, Tax Class, etc.
7 votes -
Hyperlinks to Reports
It is incredibly difficult to share reports. It is cumbersome and inefficient to share reports without a hyperlink. Please make individual reports able to share via hyperlink - thanks!
10 votes
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