1154 results found
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new fund advisor
We work with organizations with high administrator turn over. When replacing a new administrator, they need to be set up as a Fund Advisor and then we have to manually add each individual fund. This is cumbersome.
Under "add funds" function, can you add a "Fund Advisor Like...." option that would allow multiple funds to be added at once. For example, Mr. Smith leaves an organization, can Mr. Brown be set up as a Fund advisor, click Add Fund, and Set up funds "like": [enter Profile name] Mr. Smith in this case.
4 votes -
Submit idea
When someone donates with a credit card and agrees to pay the processing fee (we use Stripe), the PDescription language that shows up in the ledger states "Cover creditcard fee". Creditcard is misspelled. It should be "credit card". My suggestion is to change that hard coding.
2 votes -
deceased in donor portal
Add donor address type to fund/donor portal as well as if donor is active or deceased.
Please show the type of address next to the addresses listed when you click on a donor in the portal. It would also be nice to see if this donor is active, deceased or inactive. Currently all donors even if now deceased.When a fund rep clicks on a donor with multiple addresses, all the active addresses are shown, however you can't tell if it is the primary address, the home address, the business address, etc because the address type is not shown.
2 votes -
Hide/Archive Option for Templates
Since it is not currently possible to delete templates that have grants/donations attached to it, it would be super helpful to be able to "hide" or "archive" old templates. Since so many hands touch these systems over time, it can get pretty overwhelming and difficult for anyone using the system.
11 votes -
Donor Portal
The donor portal graphs for fund advisors currently default to depict the prior 12 months of activity. Our donors find little utility in this view as they are most focused on the activity which aligns with the calendar/tax year perspective. Can there be an option available on the portal for a Foundation to set this as the default view rather than ask the donor to make this switch each time they log in? Further, can there be an option for the Foundation to select to have the default for the graphs to depict the current calendar year vs the prior…
5 votes -
Add Advisor field(s) to "Import donations"
It would be great if the Import Donations file had options/fields to add Advisor information. When there are giving campaigns such us Giving Days, we receive multiple donations through a third party. EX: Colorado Gives Day donations are done through Colorado Gives Foundation. We would like to import the donations individually but Colorado Gives Foundation needs to be the primary donor and the individual donors are the advisors. Thank you!
1 vote -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
3 votes -
Include Opportunities, Fund Advisors, etc. in Ref Name column for note reports
We internally report "contact" notes to our staff on a weekly basis using the Scheduled Report function. This provides all of our staff with a snapshot of important conversations that have occurred over the previous week and been recorded in the database. I include the Ref Name column on this report because it's great context to have when viewing a list of notes. However, I've noticed that when a note is added to an opportunity or fund advisor record, the Ref Name is blank. Could descriptive references please be added to this field for notes added to all areas of…
4 votes -
Grant Award Letter Email
On a grant record, "Email" is an option next to the field "Grant Award Letter". It seems that this field is not working as expected. It returns a yellow warning message, and doesn't send the email.
2 votes -
Multiple approvers for vouchers based on value of voucher
Can we add multiple approvers to a Voucher, with dollar limits? Vouchers over $1,000 or $5,000 require two approvals? Can we direct which approver needs to be notified based on the dollar amount? This would eliminate the need for paper/electronic forms to be signed for each voucher.
3 votes -
Printed Fund Statement Letter Template
Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.
4 votes -
Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
5 votes -
Add a "make public" option for the list of Philanthropic Interest Types/Grant Types
We would like to enable the “interest types” option in fund advisor portal. However, we have several grant types/interest types that we don’t want displayed publicly, and according to support you either have to display all or nothing. It would be great if there could be a "make public" checkbox or something on that order, so you could fill in the public display name and check whether or not you want that grant type displayed in the portal or not.
1 vote -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
3 votes -
Make PDF Names customizable
Right now, our fund statements attach to the email as statement.pdf. We prefer more specific naming conventions (ideally the Public Name of the Fund and the Time Period of the Statement) but at a minimum would like to be able to name the PDF with our Organization name.
9 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
8 votes -
ACH payments out: add content to email
We pay most of our vendors via ACH. When the email is sent to our vendor, it is a generic email that states they received a payment from the Foundation. It would be great if the vendor would receive an email stating the amount of the voucher, invoice number and what the payment is for. We do not want to use Bambora.
11 votes -
Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
8 votes -
grant request cart
We'd like to recommend a couple of additional customization options for the online portal:
1). It would be great if we could customize the text of the Grant Request "Description" box (specifically, we would like to be able to include instructions about what people making Grant Requests should include in that box. Right now we have some "Portal Content" text that provides those instructions, but we feel the instructions would be followed more consistently if we could change the name of "Description" -- to utilize this change effectively, we would also like to see a character limit for the box…
1 vote -
Affiliate/Supporting Org Portal Internal Grant Funds
It would be great if an affiliate/supporting organization that's set up with online fund advisor portal access could make internal grant requests to their own affiliate/supporting org funds. When I login in as a fund advisor and go to create a grant request on the portal and go to previous grantee or fund, it only lists non affiliate/non supporting org funds because those are marked as private so they don't show on our org's main online donation page. However it would be nice if affiliate/supporting org fund advisors could request internal grants to other funds within that affiliate/supporting org group.…
6 votes
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