1253 results found
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Tax Class as way to globally remove organizations from portal
I'm not sure where this specific idea fits in terms of a category. We have certain types of tax classes in our system that are not eligible to receive grants from donor-advised funds. We would like a way to globally use this field to remove these grantees from view in the fund advisor portal.
1 vote -
stabron@cacfonline.org
A way to customize fields on the display menus. For example, under Money In/Donations, being able to add the check number and description on the main display. Where ID, Created, Date, Donor, Fund, Type, Amount, be able to see the check number and description fields and perhaps who entered the donation.
1 vote -
kaylind@cfgb.org
Scholarship Coordinator here: looking for ideas and/or potential solutions for calculating “unmet need” more efficiently. We are currently downloading a report for each scholarship fund. We receive about 600 applications each year, so it is very tedious. Currently we use “tables” in Foundant application that calculate applicant’s total financial support. However, then we take the applicant’s SAI number, add/sub to get “updated unmet need” calculation. This is very time-consuming. Does anybody have ideas automation? Or simpler process?
1 vote -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.
10 votes -
Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
20 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
18 votes -
Ability to edit labels in WORD doc
Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.
23 votes -
clwiller@emplifyhealth.org
I have many applicants that are continuously requesting their balances and want to see what was paid out. It would be most helpful if they could see that from their dashboard. It would be a time savor for all.
1 vote -
profile report donations
Profile Reports need to have the ability to pull in roll-up information. I would love to see total household giving and giving by year for profiles. I use this as a fundraiser to see what my portfolio of donors has given this year.
2 votes -
Multiple Forms of "Electronic Payment" - Everything gets captured in ACH file
The ability to further segment Electronic Payments so that payments made via etransfer etc don't get captured in ACH files. Right now, ACH files are generated by date, so if an operating expense is paid to a vendor via etransfer, and then grant payments are paid via EFT on the same date, that operating expense is included in the file with no way to refine. If there was an "Other Electronic Payment" vs "EFT Payment" option, it would be really helpful to ensure there are no duplicate payments. :)
5 votes -
Barb@jewishtoledo.org
Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.
3 votes -
Consolidate fund notifications
I have some fund advisors who want to receive the notifications that go out regarding grant requests from a single fund, but they would love not to get multiple separate emails from the system for example. In the most recent case, the fund advisor had made 32 separate grant requests. It would be great if by fund, we could have options for how this information is received by the fund advisor. Consolidated by week or Per Grant Request.
3 votes -
Archiving Campaigns
I wish archiving campaigns was easier than the multiple steps that it is now. If it could be a toggle on the main page, it would be less time consuming.
4 votes -
Profile Duplicates- Lower Percentage Match
We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.
For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.
Can there be a function that detects possible duplicates that may match 90%?
10 votes -
When copying a fund, provide an option to copy the templates
When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.
5 votes -
Profile Permissions: Separate "Manage Login Info" from "Login As"
As the legacy portal end date nears, we continue to be bothered by the fact that the "Manage Login Info" and the "Login As" permissions are combined for the new portal, especially as it relates to Fund Advisors.
For our operation, the same people who support fund advisors through the Login As feature are NOT the same people who Edit the fund advisors' login, NOR manage a fund advisor's password (set or change), NOR Link an Organization or Individual to the Fund Advisor.
We require these permissions to be separated.
16 votes -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes -
Mark a couple of note types as sticky ones
We'd like to have the ability to mark a couple of note types as sticky ones. This would allow the finance related notes such as those concerning fund agreements or investments pinned at the top for better visibility.
Currently, many fundraisers are adding notes from the profiles selecting the fund name. As a result, finance notes are getting pushes down, making harder for the team to locate critical information quickly.4 votes -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
2 votes -
Tribute Template - Salutation Merge Field
For our Tribute letters, the Salutation merge field populates with the first and last name of the recipient. Would it be possible to have it just populate with the first name of the person or the couple receiving the letter? This would make the letter less formal, especially when it is being sent to any donors that we have a long-standing relationship with. I saw a post where this change was implemented for the Tax Receipt template, so I'm hopeful this would be an easy fix for Tribute templates as well. Thank you! Kelley H.
3 votes
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