1106 results found
-
Changing Fund for Online Donations
I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.
2 votes -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
Allow Fund Advisors to set recurring grant requests by % of spendable
We have some donor advisors who have endowed funds and want 100/50/etc% of their annual distribution to go to the same organization each year. Currently they can only set an amount for a recurring grant recommendation, but since their fund is subject to a spending policy their spendable balance amount varies year after year. Setting a percentage vs. an amount would be helpful.
3 votes -
Set Default Payment Type on Donations
Most of the donations they receive come in as checks. Would like to be able to set a default payment type that will autofill check as the payment type, unless they change it to something else.
3 votes -
GLM Grant Status in CSuite
It would be nice if the GLM status showed in CSuite the same way the CSuite status shows in GLM. This would keep from bouncing back and forth between applications.
3 votes -
Minimum Yearly Fee
We would like to able to assess a yearly minimum fee that is not at the end of the calendar year but at the end of Q2. If we could adjust the dates for minimum fees that would be very helpful for our process.
3 votes -
Pledge Reporting
Home - Pledges/Promises - Filter Reports.
Please add to the list of available filters, pledge campaign since this is a field that is on the pledge. This would help when needing to see a list of pledges & outstanding balances for a specific campaign. This report is the best report for reviewing outstanding balances of pledges & this data point would make it even more useful.
Home - Pledges/Promises - Filter Reports - Export
Please include the fund group/subgroup/segment/division, fund short name & campaign associated with the pledge to the list of fields that could be included on the raw…
6 votes -
donation & grant advisor - populate one should populate the other on interfund grants
Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!
1 vote -
Raisely Integration - automatic campaign donation recording
The integration of Raisely to Foundant would be very useful for campaigns held externally, highlighting the automatic recording for donation details (donor contact information, donation amounts, and Stripe fees) could be directly populated and tied a specific fund. Similar to how Stripe donations and its donor details are automatically fed through Foundant, rather than having to import a list.
Currently, Funraisin’s integration can only import a donation list and cannot auto/bulk populate donor profiles unless they are individually and manually added and this is very time-consuming when met with extreme amounts of donations.1 vote -
Print current spendable balance in the portal for donors to see.
Print current spendable balance in the portal for donors to see.
1 voteThe spendable balance of a fund should display (unless $-0-, this is feedback we are going to update in the next few months). There is a setting on a fund to hide spendable. Is that enabled? It is in Portal Options>Portal Settings.
-
Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
3 votes -
Pledges with non-charitable portion
Hello, we receive pledges for sponsorships, of which, the bulk is charitable. No problem linking the pledge tot he charitable portion. However, we cannot seem to find an easy way to link a non-charitable portion of the pledge (for instance if tickets come with a sponsorship). Is there any way to do this? If not, can you consider it for the future?
2 votesThere is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns
-
Attach Tasks to Profiles
It would be wonderful if you could see completed tasks when on a profile. When I pull up a donor profile, I need to see what/when their last point of contact was. For example, if we mailed a personal note, made a phone call, sent an email. Very helpful information especially when a donor says, we haven't heard from you this year!
5 votes -
Donation/events check out page: remove option to donate/ register as organization
We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…
3 votesYou should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
-
Indicate fund balance has been reduced by pending grants on the fund
If you don't work with grants to know there are some in the system to be paid and you look at a fund that has pending grants, it can look like something is wrong on the fund. The fund balance has been reduced by the pending grants but the assets have not been reduced. This makes sense but for development people who aren't aware of grants, it can get confusing. Could there be some sort of flag on the balance that grants are pending or something?
4 votes -
loans - need option for sub accounts on creation
When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a…
3 votes -
Make a Custom Report shareable as the default
Make a Custom Report shareable as the default
2 votes -
Have the option for a specific fund to not display the "anonymous donation" checkbox when checking out.
We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…
1 vote -
checkout - event options for non ticket options
We have an annual Gala fundraiser event set up as a campaign in C-Suite. The Gala has some tickets for sponsorships, some are tables, some are tickets and some are donation items or underwriting options.
For only one of those conditions is the best term "Ticket(s)" in the user's Cart Summary page.
I'd like to be able to provide a noun for use in the cart (in the edit-ticket form), so that respectively above someone could have one sponsorship, two tables, four tickets and one underwritten expense shown in their Cart Summary page as they check out.
Someone donating for…
4 votes -
Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
- Don't see your idea?