968 results found
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Change Grantee in Grant Request to internal fund
After a grant request has come over from the portal and is in the new bucket, we have the option to change the grantee. However, this only allows us to select a grantee profile and does not include any of our internal foundation funds. It would be nice if there was also the option to change the grantee to a foundation fund and process as an internal grant. Thanks for considering!
24 votes -
Impact Investing: revenue share
Impact Investing-Revenue Share
We recently invested in an impact investment where we have a portion of $ in a mortgage. We earn interest and principal repayments monthly but only receive the funds 2 a year. I would like to book the monthly int earned and reduce the principal by the amount owed and set up a receivable for the twice a year payment. I was looking to the add int/fees to book the income no problem but how can I reduce the principle balance and set up the receivable other than booking journal entries. At the moment there is just…18 votes -
Interfund - Fund Name not in Description
Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.
15 votes -
Balance Swap - Edit Amounts
Balance Swap - Edit Amounts
The Balance Swap feature is extremely helpful, but it would be better if you could change the amount for the balance swap that is needed. In some instances, a fund needs a balance swap, but I would like the ability to make two different swaps on different days.
43 votes -
Back and Forward Button
To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.
58 votes -
Campaigns and Opportunities Flag When Entering Donation
When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.
47 votes -
Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.
It would be great to be able to sort the columns in the till section and to also add a column for gift date.
30 votes -
Tax Receipt template: legal name for grantee's
It would be great if the Grantee Name (DBA name) and the Legal Name would pull in on receipts to donors. Many non-profits "do business as" one name, while their legal name is technically different. When a donor makes a grant to the DBA Org Name on the donor portal and then gets an email receipt with the legal name of the organization, it can be confusing and seem like they granted to the wrong organization.
0 votes
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