1023 results found
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Bulk checkmark Yes as "share" in attachments of fund
When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.
2 votes -
Fund Advisors List
In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.
1 vote -
Fund Advisor Overview
For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?
1 voteThere is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal
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fund statement - add semi-annual interval
A fund statement interval (statement type) of semi-annual would be useful to us.
Thanks for considering.2 votes -
990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
21 votes -
Print Address from Donation Record on Envelope
When I create a donation record, I often select a different mailing address than the primary for the donor on the particular gift I'm posting. The new address prints perfectly on the acknowledgement letter but does NOT print on the envelope. Instead, the Primary Address for the donor profile is printing on the envelope. When working in the DONATIONS > Receipts space, I would like to see the address I selected for the donation printed on both the letter and the envelope. Thank you.
15 votes -
Your Tickets tab Styles donation portal
Please allow styling of the Your Ticket tab donation portal; we would like to be able to have consistent logos and banners on that tab to match the other tabs.
5 votes -
Donation Portal - Sort/Category Option for events
Would you please consider adding a sort option or categories for events? We have events for NonProfit Professionals, Donors, Development Officers etc and it would be nice to be able to group them together for ease of viewing and registering.
5 votes -
Files - Report when there is NOT a file attached (NULL)
We want to see items that do not have a file attached....specifically vouchers. We want to verify that all vouchers had documentation attached to it before discarding the paper we have. At this time, it appears a Files report only will show you items that do have a file attached but not the opposite of not having an attachment. A "null" option for files would be helpful to see those items that are missing documentation.
17 votes -
profile payments buy a ticket
We have a Campaign - Race (5k Run/Walk).
Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.
- Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
- Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.
IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.
I apologize if this isn't clear. I have to figure out the best way to solve this problem.
1 vote -
Charity Check
Please allow limitless charity checks each day
2 votes -
Report on Donations filtered based on tax receipt template/type
Be able to run a report where we can filter donations by tax receipt template type. We are receiving IRA QCD and are wanting a report that will show gifts that we received for that type of receipt specifically.
2 votes -
Email receipt
When a donor with an existing profile makes an online donation, the receipt is sent to the donor's primary email on file rather than the one provided at checkout. Hoping this change can be prioritized as it could be problematic for many reasons.
20 votes -
Add contact information for organization on envelope/labels
When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!
1 vote -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
21 votes -
pledge promise
Please add the pay schedule to Pledge/Promise reports. We want to be able to see upcoming expected payments to be able to send reminders. I thought of creating a custom field so solve this issue but it doesn't seem like there's an option to create custom fields in Pledge/Promises.
15 votes -
Merge suggestion should automatically be removed when an individual is added to household
If I am linking a profile to a household, the merge suggestion in the Engagement tab should automatically be marked as reviewed or however it needs to happen on the backend so that it stops suggesting to merge the household that was just connected to the individual or vise versa.
15 votes -
Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…
1 vote
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