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  1. Tribute bucket in donations should show the number of tributes needing to be sent in parentheses at the top of the page, next to the word Tribute, similar to the Receipt bucket and how it shows the number of donations that are done being reviewed and need their tax receipt sent.

    34 votes

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    10 comments  ·  Tributes  ·  Admin →
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  2. Currently any tribute created is made public immediately. This leads to a lot of clean-up later. Could tributes be made private by default or could we have a setting that makes this an option?

    9 votes

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    Proposed Idea  ·  1 comment  ·  Tributes  ·  Admin →
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  3. Currently, we always have to unreconcile bank statements in order to make gift adjustments. That’s an unwieldy and problematic process. One proposed workaround is to make negative donations, but that requires 2 new gifts that have to go through a whole new creation/review process. What’s more concerning is that negative donations would be forever visible on the donor portal, as if we moved money from their fund. We really need a way to cleanly make gift adjustments.

    20 votes

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  4. It would great if for ticketed events we had the option to require guest information or not. We often see individuals buy tickets but skip the part about adding their guests information. It becomes quite difficult the day of the event to know who is coming with that guest, especially if they do not arrive to the event at the same time and haven't been instructed by the ticket purchaser to mention they are they guest of so and so.

    31 votes

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    2 comments  ·  Campaigns  ·  Admin →
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  5. It would be helpful to be able to set both a default email tax receipt and print tax receipt templates by fund. Currently you can only set one default per fund but we want to include an image of a signature for an emailed tax receipt but want to sign printed tax receipts. Being able to setup two defaults could make this possible without significant work.

    2 votes

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  6. To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:

    Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.

    Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.

    By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    Do you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries

  7. It would be great to have a toggle at the top of each section for "show inactive roles/links" that would then show the table as it is, but otherwise would only show the active roles. Another option would be to seperate out the dates from the "Roles" column into their own column to make it easier to read and add a column for "active" with a check for active and nothing for inactive.
    The current structure for the org roles and profile links works well when there is only a couple links, but it is very difficult to read once…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  8. there should be a check box on the fund advisor record that allows you to make them inactive. In some cases I don't want to delete them as I want to still know they are the fund advisor but I don't want them in the list

    3 votes

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  9. We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  10. Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
    Add the event id to the pledge journal entry to complete the “link” to the campaign.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  11. When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.

    3 votes

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  12. Admin Fees should not make a fund balance negative. The situation we recently had was that a fund was set for closure, the final grant had been made and the balance was $0. However, the fund had not yet officially been closed in Csuite (we wait for the final check to clear.) Quarterly Admin Fees were posted which included this fund. It then made the fund balance negative. It seems an alert should pop that there are not sufficient balance to cover the fee. .....and yes, ideally we should remove the admin fee type on a fund when it is…

    32 votes

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  13. Ability to show where we are with raising the funds of each need (a thermometer?). Needs ability that when a donor makes a recommendation via email or phone call that the dashboard updates to show the meter with the new recommendation.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  14. It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…

    2 votes

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    Proposed Idea  ·  Holly Spitz responded

    Here is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions


  15. 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.

    2 votes

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  16. Please include fiscally sponsored grants on the Grantee tab of the sponsored organization - similar to advised gifts on the donor tab

    4 votes

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  17. Unfortunately, checks are sometimes loaded out of order. In our old system, we were able to renumber checks beginning and ending with specific numbers. We need a way to renumber multiples without changing them one by one.

    4 votes

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  18. Current system integrates with their phone system so they can just click a phone number and it dials through their phone system.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.

    2 votes

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  20. Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.

    2 votes

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