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1422 results found

  1. When a grant is created with multiple installments, it only shows the total grant amount on the fund statements with no option to show the grant activity over the years/quarters.

    10 votes

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  2. The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.

    This addition would:

    Help donors find nonprofits aligned with their values

    Make the directory easier to browse and explore

    Support future enhancements such as cause-based campaigns or communications

    The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.

    1 vote

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  3. Can we add sponsored org to the profile of a organization. This would be helpful so if we create a check for an org, that sponsor automatically goes on the check and gets paid. This will also help with record keeping when we pay grantees.

    9 votes

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  4. Please include the Fund name/short name on the Pay Vouchers screen. I want to double check that the correct amount is being distributed from the correct fund when paying multiple amounts from multiple funds to the same recipient.

    We have multiple people enter the vouchers/grants and the person approving them doesn't always check the attached/uploaded files to make sure the amount is distributing from the correct fund.

    When I write the check, I need confidence that the correct amount is being distributed from the correct fund. I have the supporting documentation printed and in front of me when writing checks.

    4 votes

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  5. For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.

    2 votes

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  6. Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.

    11 votes

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  7. When I complete a recurring task, it would be a nice to have the option to add a note. Currently, when clicking complete on a recurring task, the task disappears, and the next recurrence is added to the profile. For other tasks without a recurrence, there is an option to add a note. Please add this flexibility. Thank you!

    9 votes

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  8. It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.

    3 votes

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  9. We desperately need an option to remove Work Organization and Title from mailing addresses created from a campaign!

    Currently there is no option to remove these fields, which is frustrating because we like to utilize them internally but people's titles and working organizations change frequently.

    Also, can we export the mailing labels as a docx?

    5 votes

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  10. We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.

    6 votes

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  11. We utilize "Check Memo" on scholarship checks to note the recipient's name and student ID, so that in the event the cover letter gets separated from the check, it is clear whose account should be credited.

    1 vote

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  12. I'm running a report of donors with a birthday in a specific month, but for those donors who are a part of a household, the Steward is on the Household profile. I want the Stewards to sign the cards for these donors. In order to see the Household Steward, I need to open every donor profile who is a part of a household to find their Steward. Please add Household Steward as an option to select in custom reports.

    6 votes

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    Proposed Idea  ·  1 comment  ·  Profiles  ·  Admin →
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  13. I like leveraging the custom fields to customize the platform to meet our needs. However, sometimes there are a lot of custom fields on the object. I try to group them by naming the field. Example: Presentations - Audience, Presentations - Description etc on opportunities to have a section of custom fields that are related to custom fields. Rather than having to have all of these longer names, it would be helpful if we could have custom field groups to begin to organize this information. Or to even designated tabs in the custom field section so we can flip through…

    7 votes

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    Proposed Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. At the time of testing (1/27/2025) The "Continue Giving" option in the Giving Hub is awkwardly placed at the top of the shopping cart and checkout screens. It is easy to overlook and does not make it clear how to continue adding donations to your cart. I would like to reposition this element to the bottom of the fund list summary. Ideally the text could be editable as well, at least providing a short caption to explain if we cannot edit the language on the buttons or headers.

    4 votes

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  17. We would like the ability to have a donor portal app, with our Foundation's branding, that users could access from mobile devices.

    12 votes

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    Planned  ·  1 comment  ·  Other  ·  Admin →
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  18. We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.

    75 votes

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  19. Have a Fund Advisor be able to upload a document to staff. This would be similar to using a secure email service.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  20. When the profile of a Nonprofit Organization is edited, it would be awesome to have some sort of reminder that there is a Nonprofit profile associated with it that may also need to be updated. For example, if an organization profile has a new primary contact and it is also tagged as a nonprofit, most of the time that means the Nonprofit profile primary contact also needs changed, since they are not linked.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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