1488 results found
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Search profiles by email
The ability to search profiles by email or phone number would be incredibly helpful! The priority for us would be email, but both would be useful.
4 votes -
Donation notification
Can users(foundation staff) be able to receive an email , everytime a donation is made please
1 vote -
Copy Profile Payments
Similar to donations, it would be great to be able to copy profile payments and their respective invoices/donations/info. Currently, there's no way to copy donations into profile payments, and have to do it manually. It would save me some time entering data.
1 vote -
Batch Donation Organization
Keep batch donations in the exact order they are entered once processed for review. At the moment, they get scrambled which makes checking against deposit slips and backs ups difficult.
1 vote -
Next Button for Grants
I know that this was on here before, and then archived - but I am still hoping that it might happen: 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.
I just entered 30 grants from GLM and I would LOVE to be able to click though quickly on the CSuite side to make sure I approved each payment, and entered all of my coding. It would be a wonderful TIME-SAVING addition!
1 vote -
Permission are misaligned for grants
The ability to remove and modify a "grant advisor" on a grant is tied to the permission "delete" in grant permissions. Can the ability to modify a grant advisor by linked to "edit" or a separate grant permission type? We have tried to limit access to "delete" in all permissions, but multiple staff need the ability to modify grant advisors.
Staff that are generating grant letters use advisor field to acknowledge fundholders in grant conveyance. Staff often need to modify the advisor from an individual profile to a household profile, especially when grants are initiated by an individual through the…
2 votes -
opportunity sort
It would be nice if opportunities listed on a profile were sorted by type vs ID so that like opportunities were together. We are using opportunities to identify giving history to our annual gala (recent decision and clean up). The type lists the year of the support but since the opportunities were not created in year order and are often very much in the past, looking at the list is confusing. And other types of opportunities could be mixed up in the list as time goes on.
3 votes -
Reports: Freeze Headers
It would be great if the column headers in reports would freeze/be sticky as you scroll down through the report - especially when reports end up being 100+ results!
3 votes -
users notifications
It would be GREAT to have the ability to customize the email notification that is system auto delivers to USERS as a New Grant Notification, We would love to be able to add the fund id and a note for approval.
2 votes -
Bring Back Fund Search Functionality
As a side effect to fund search enhancements that added Short Name results, the fund search was downgraded in other ways. Now, we can't find a fund containing a number-letter combo in the name unless we search with the exact number-letter combo.
For example, a search for "1010" won't find a fund with "1010A" in the name. I have to search for "1010A" to find it. Another example: a search for "365" won't find a fund named "Give365". This is incredibly annoying, as we use number-letter combos for all of our agency funds, as well as other funds.
I have…
1 vote -
Ability to Restrict Anonymous Giving for Specific Funds
Some of our international partner countries have regulatory requirements that prohibit organizations from receiving anonymous donations for certain funds. Right now, the Giving Hub applies the "give anonymously" option site-wide, so we're not able to turn it off for specific funds while leaving it available for others.
We'd like the ability to disable the anonymous donor option at the fund level, so we can meet these regulatory requirements without limiting anonymous giving across our entire portfolio. This would help any organization operating across borders with varying donor transparency laws.
1 vote -
Giving Hub Check Out - More Obvious Profile Buttons
Please make the different profile options on the GH check out page more obvious (see photo). Our donors often miss this and it creates a lot of clean up on our end.
1 vote -
Embed C-Suite Reports into Website
It would be extremely helpful to have the ability to embed C-Suite custom reports into our website using an embed code or widget.
The report should remain connected to the C-Suite data so that when information is updated in C-Suite, the version displayed on the website automatically updates as well.
This would be especially valuable for nonprofits that want to publicly share current grant, scholarship, fund, or impact information without having to manually recreate and update reports on their websites.
We would specifically like this to keep a list of our donors on our website.
2 votes -
Providing Total Historical Grants Since Inception on the Fund Statements
In the past through Endowment Solutions, our fund statements always showed the total dollar amount for grants distributed from an individual fund. This was a great marketing tool where you can compare total gifts, to total grants, to current balances. Many of our customers use the fund statement to share with their members, so having it just on the fund advisor portal doesn't always get it in front of others who may contribute.
With our transition to Foundant, we found that for all-time grant totals, there isn’t a standard/automated way to show a fund’s all-time grantmaking total on Fund Statements.…2 votes -
Generate a Ticket when you "Add Profile" to an Event
When I add a profile to an event, I'd like to auto generate a ticket id for them to ensure all guests are tracked and accounted for
1 vote -
tax receipt email subject line
The tax receipt email subject line currently says "Donation tax receipt". It would be very helpful if we could edit the subject line in the thank you/receipt email to donors. Sometimes we want to send an email to thank a donor for an advised donation or a grant from a foundation. Those do not contain a tax receipt.
0 votes -
Internal Grant thank you letter
Please update the functionality for the Associated Donation record for an Internal Grant Transfer. Currently one may pick a Gift Acknowledgement Template on the Associated Donation and the transaction does appear in the Donations/Receipt bucket. However, when clicking on Tax Receipts for processing, the transaction does not appear. Our Foundation uses a NonTax Gift Template contained in the Tax Receipt Templates for outside DAF gifts VERY frequently. So why can't the Associated Donation to a Internal Grant Transfer have this function available just like any other Donation? We have to manually create a gift acknowledgement letter for every internal grant.…
9 votes -
Ability to print out an excel version of a year's budget
Ability to print out an excel version of a year's budget
2 votes -
Adding multiple campaigns to one donation
Adding this again...
The ability to add multiple campaigns to one donation would come in handy. Sometimes there are events that two campaigns would apply.
i.e. We have a anniversary campaign that goes all year, but a donation might come through that meets that criteria and it was given at an event, so we'd like to add it to that campaign as well.
3 votes -
Bulk Update Tool for Grants
We would like to have a Bulk Update tool for grants similar to the Bulk Update tool available for Profiles (the export/import tool - not Bulk Actions).
Our immediate use case would be for making updates to fields (both standard and custom) on large batches of Beneficiary and Recurring grants.
7 votes
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