1400 results found
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Archived Fund Fee Types
We archive unused fund fee types to get them out of the way. Please update the system so that archived fees don't show up when editing a fund. It would be much easier to not have to wade through fee types that are no longer used.
6 votes -
Fundraising Campaign - Goal Thermometer
We noticed the new feature you added for using Campaigns in fundraising—it's a great addition and works well for efforts like the annual appeal or other targeted campaigns. It would be even more exciting and engaging if a goal thermometer could update in real time as gifts are received. That visual element could really help boost motivation and momentum!
28 votes -
% Probability Field within Opportunities
I would love if there were a % probability field within opportunities for development/philanthropic services financial projections & reporting!
18 votes -
Improve donor rollup reports
Donor rollup reports don't rollup First Date nor Last Date for donations made by an Individual member of a Household, or when a donation was Advised. This is confusing and deceiving, since Rollup Reports are supposed to help reflect all giving from or associated with a Household. There have been several other IdeaLab submissions related to this issue but dismissed due to level of engagement - maybe those Ideas should be "rolledup" to accurately indicate interest in this being fixed by Foundant.
6 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
111 votes -
Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
12 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Pay email for customer invoices
When we email customer invoices the primary email is the default email, even if there is a separately marked pay email on the profile. Invoices should default to going to the pay address, not the primary. If you email invoices individually you can select what email address to use but you can't see which email is marked primary or pay unless you go back to the profile which is tedious, and the bulk email does not even list the option to switch the recipient email . We have some organizations we email invoices to and also email grant letters to…
5 votes -
Totals on Fund History
Can we please have totals when we are looking at grant and donation history detail within Fund History, especially once a filter is applied. It would be so helpful and avoid the extra steps of exporting to Excel each time!
6 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
57 votes -
double the donation
We use Double the Donation as an external vendor to help donors find information for their company matching programs. It would be so helpful if there was an integration with Double the Donation and Foundant to share donor contact info.
4 votes -
Grant Notify - make this setting fund specific
We have donors that hold multiple funds. They want to be notified of grants from their DAF but not their scholarship fund. Currently there's no way to specify notifications for different funds.
4 votes -
Add "Outstanding Loan Balance" Field to Loan Templates and Reports
It would be extremely helpful to have an Outstanding Loan Balance field available within loan templates and as an option for custom reports.
Our organization would like to send annual loan statements to clients that clearly show the remaining balance on each loan. Currently, there isn’t a straightforward way to include this information, which makes it difficult to provide complete and transparent communication to our borrowers.
Having an “Outstanding Loan Balance” option would not only streamline annual reporting but also improve client service by allowing us to easily share accurate, up-to-date balance information. This enhancement would be valuable to any…
11 votes -
Guest list by ticket name
A way to pull a list of guests that either separates or at least indicates which ticket they bought and is an exportable list with email addresses. Different ticket holders need different information sent to them.
4 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
13 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
3 votes -
aallieri@cfpbmc.org
Implement an easy way for our fund advisors to make an internal donation from their fund to our Community Foundation fund. Right now, it's done through Grant Request but this requires a number of steps and is not intuitive.
11 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
10 votes -
Ticket Report with Guest Name
I'd like to be able to view the guest name when looking at ticket reports, currently I have to choose between knowing which ticket it is or who it is for
8 votes -
Add a total to the AR Detail page
The AR Detail screen gives you totals for each timeframe. It would also be helpful to list an overall total for that profile, like listed on the main AR page.
5 votes
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