1117 results found
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date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
Statement Intervals
Has any thought been given to having "Semi Annual" as an option for statement intervals? Currently the options are Monthly, Quarterly and Yearly.
20 votes -
Online giving
put the search box for giving to a fund at the top instead of the bottom
8 votes -
Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Journal Entries - Multiple Funds
It would be ideal to be able to create a journal entry that affects more than one fund at a time (versus, having to enter one fund, post, go back out, create the next part, post, etc.)
13 votes -
Track how many grants and grant amount requested by each donor advisors to a fund
We have a donor advised fund with 7 advisors This is a fund set up by a family with young adult children to teach them about philanthropy.
The format of this fund is that each adult child can request up to three grants per year with a granting limit of $2,500 per calendar year. Is this something that can be tracked on the advisor level? Is there some reporting that can be set up?
4 votes -
Non-Gift Transactions for donations
Refunds, CLATs, and payments are not considered gifts in the accounting world. Need to be able to distinguish between Gifts and Non-gifts and the non-gift account number should be blank to be filled in instead of using a default number. Non-gifts should not be considered Gifts in donation reporting. FIMS had this feature and in CSuite there are too many steps to re-categorize these transactions.
19 votes -
Omit closed funds from global (top left corner) searchbar
No reason to see them in the search drop downs
7 votes -
Scholarship Fund Balance
Since we book the full amount of the scholarship up front it would be very helpful to have that reflected in the balance. It is confusing for the donors when they see their available balance but it is not accurate due to the booked scholarships.
6 votes -
Allow manual entry of City State in address field for profiles
in cases where the zipcode produces the wrong city/state
8 votes -
Adding Agency Funds liability amount to Balance Sheet
One of the functions of Community Foundations is to do the back office work for some of the not-for-profits in our area – as is the case for most of our agency funds. The balance sheet is used as an assets under management tool which is why we include our agency funds in our asset total BUT they are not our true assets which is the need for the liability number to show on the balance sheet. Our ability to print financials right out of our software is very important to us and is a requirement for our grantees to…
15 votes -
Grantee Name on grant notification email sent to donor advisor.
Please add Grantee Name when the grant notification is sent to donor advisor. They are unable to tell which grant it is by the grant number.
9 votes -
Beneficiaries
Introduce a multi-year commitment to be reflected in the "beneficiary" section.
6 votes -
Donor Portal - Donate Option
I just spoke with a new donor who was using the donor portal and there is now a "Donate" button available to them where they can give to their fund online via credit card. Nice option, but once you get there, you go out of the portal and lose all the tabs and the only way to get back is using "back" button, and it's confusing. It would be great if the user did not leave the portal when using this option.
4 votes -
Letters open in PDF and Word
It would be great if we could choose in setup whether to have letters open in PDF or Word. Sometimes we need to edit the letter a little and we can't do that in PDF
9 votes -
search function on top of donation page
Several folks have indicated that if the "search" function was on the top of the donation page it would be very helpful. Unless you scroll to the very bottom you don't realize it is there.
7 votes -
Templates: Override Default Template
I think it would be great if we were able to override the default letter templates.
For example, the standard donation would be generic but then we could have a memorial template where we could add a blurb about being "honored to be included in your thoughtful remembrances of your loved ones and friends."
Or additionally, donations to a single fund vs. a donation to multiple, etc...
7 votes -
Master Funds
We have quite a few funds at our Community Foundation that have two components - An institutional liability fund and a designated asset to the not-for-profit that started the fund. Our short name (fund id) distinguishes between the two with the agency fund being a 1 (Example CLUB1) and the designated fund being a 2 (Example CLUB2) In our previous software we were able to roll both funds up into a master fund so the not-for-profit could see all of the support being received together. We have a school system that has 26 scholarship funds and 1 general fund that…
9 votes -
Payments - Choice of Destination to Principal Balance or Spendable Balance
It would be helpful if we could choose whether a payment (non-gift) goes to the Historical Principal Balance or to the Spendable Balance. Right now the payments do not go to either - they are included in the net income amount until the year is closed to your default equity account. We have instances where we need the ability to do both.
5 votes -
Merging Maiden Name
It would be a good idea to merge an old profile with a maiden name to a new profile with remarried name to allow historical history to carry over.
3 votes
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