1319 results found
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Opening a DAF
Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.13 votes -
Create Grant Request Dropdown Arrows
On the Portal - Create Grant Request page, under "Choose from previous Grantees or Funds", can there be arrows or similar on the blank boxes so a user knows to click on the boxes to get the drop downs?
3 votes -
fund balance on fund history page
Taking this archived idea back up: It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.
31 votes -
Grant Request: See grantee address on grant request page
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…
5 votes -
import address type
Reposting Previous Suggestion-
Please add the address and phone type fields to the template when importing new profiles. I am importing lots of new profiles but have to go back and manually add the address type and email type. This is a very tedious process.
Thank you.2 votes -
Tribute Donation_letter Template Fields - add lowercase or name only options
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"?…
8 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
8 votes -
Quick view for attachments on vouchers
I would love to see a column in the Vouchers listing showing which ones have attachments and which do not. Maybe it's just me but sometimes I mean to upload an invoice we've received to a voucher - showing the status of an attachment on a voucher will help me remember which ones to go back and upload.
4 votes -
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds.
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.
1 vote -
Candid/GuideStar Grants Report
Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.
7 votes -
DAFpay
Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
https://www.dafpay.com/1 vote -
user donation notification email
Add a Donation Notify button that users can subscribe to in order to get notified immediately when someone donates through the Portal or Giving Hub. Just like for recurring donations and grant requests.
1 vote -
Edit a Pledge
Please offer an option to edit a pledge after it's creation; whether it be to change the amount (accidental zeroes happen!) or change the donor from a household to an individual, it should be allowed to edit. Having to delete or 'write off' a pledge if a mistake occurs can have large and messy complications in our financials. This was posted previously but did not get moved along. Thank you!
23 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
2 votes -
Content area for Interest Type on New Portal
When you select Interest Types on the new portal, there is not a content header for this section available to help fund advisors know what to do.
You can see in the attached screenshot that without a content block explaining that the user should select “Edit Information” to add their interest types, it is not clear what they should do.
Alternatively, what might be helpful is if you added something below Interest Types to explain that no interest types have yet been assigned to the profile. For example, if you displayed “None selected” this might give the user a hint…
3 votes -
Fix the Grants > Grant Summary table search function in the Portal
In the Grants > Grant Summary table in the new Portal for fund advisors, there is a search box in the top right that is supposed to filter the list of grantees.
However, at least on Edge, the search box isn't working correctly. When I enter a term in the search box, the entire table is instantly emptied of results, as though none matching my query could be found--even when I search for a term that is clearly visible on the first page of grantees. Pressing Enter after typing my search term has no effect. Deleting my search term, or…
3 votes -
Add Grant Service Area to Bulk Action options in custom reports
Please add "Set Service Area" to the options under Bulk Actions of a custom report just like there is the ability to "Set Grant Type" from this menu. This field does not have the ability to be required on all grants and it very important to have filled in to report on who our grant dollars are serving, so if it is not filled in for a group of grants that can mean manually updating hundreds at a time.
4 votesUpdate: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.
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Stewards and Opportunities
Is there a way that the Stewards and Opportunities – Staff Assigned can somehow be linked? If one is updated, it automatically updates the other?
3 votes -
Hide Memorial/Tribute Amounts not working on new Portal
In the new Portal, I noticed that if a donation is marked as a memorial/tribute, the amount is hidden in the contributions tab, but it is still showing in the detailed drill down of an individual contributor. It also shows the amount in the fund summary tab graphs. In the old fund advisor portal, memorial/tribute amounts were at least also hidden in the detailed drill down of an individual contributor. The old portal still showed the amount in the fund summary tab graphs. It would be wonderful if at the very least the new Portal had the same functionality as…
3 votes -
Ability to Split Internal Grants into Multiple Funds
It would be great if a fund advisor could split a single internal grant into multiple internal funds. Currently, advisors must create one grant and specify in the description how they want the funds allocated. However, we then have to cancel the grant and manually create multiple grants to meet their request.
We already have the ability to split a single donation into multiple funds and consolidate multiple funds into one grant. Extending this capability to internal grants would streamline the process and reduce manual work.
3 votes
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