CommunitySuite Idea Lab
17 results found
-
Changes to Approvers (Grants / Vouchers) Recorded in Fund Log
Is it possible to track changes to grant approvers and voucher approvers for a fund in the log associated with the fund?
2 votes -
fund balance on fund history page
Taking this archived idea back up: It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.
12 votes -
Prevent Duplicate Fund Short Names
We would love to have a way that C Suite could prevent duplicate short names from being created or provide a warning that there is another fund with the same short name. We use short names in lots of financial reports and having a way to prevent a duplicate would reduce human error. Thanks for considering.
7 votes -
Fund Default Grant Types - permit more than one choice
an idea for the future for donor advised that grant multiple grant types - be able to check multiple areas for Default Fund Grant Types.
1 vote -
Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
1 vote -
Fund Statements
At year-end, is there a field that is or could be made available in the fund statement template that will pull the calculated spendable for the upcoming year for each fund? Right now I use a custom field and bulk update.
4 votes -
Fund as Beneficiary
When an internal fund is the beneficiary of another internal fund, it would be helpful to see the "donating" fund listed in the relationship tab of the "beneficiary" fund. Currently it is a one way relationship - you can see the beneficiary fund listed on the donating fund record. But we would want to look at the beneficiary fund record and see al the different funds that will be donating to it.
The beneficiary feature works great if the beneficiary is a "profile". Just not as great when the beneficiary is another fund.
Thanks for your consideration!3 votes -
Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
8 votes -
Fund Summary Report: Include Investment Gain/Loss
Fund Summary Report- Would it be possible to include Investment gain/loss?
1 vote -
Future Fund Tracking
Our development team would love to have a way within the system to track future funds that are coming once we receive estate gifts. (i.e., we already have a fund agreement, but there are no assets that have been transferred). To me, this sounded like asking for the fund equivalent of pledge vs. promise within the system.
They suggested adding a designation in the system as part of the "open" or "closed" options (maybe "future" or "inactive") so the information could already be entered and tracked within the system. This would streamline info instead of using spreadsheets or other tracking…
3 votesI know many of our clients create a fund group for legacy funds. And often they use opportunities to track them as well.
-
Fund History Report
On the Donor - Fund History - page, how do I show the actual amounts of the grantees on the pie chart? Currently the amounts are only visible if the mouse is hovered over a piece of the pie chart. Is there a way to make this completely visible in the settings so we can use this in meetings with Fundholders?
Thanks!
2 votes -
Link fund to another fund
It would be helpful to be able to link a fund to another fund with a relationship category....as such is done with Profiles. For example, a fund closes (perhaps because of the donor's passing) and it creates a new fund (often an Unrestricted fund). Having the original fund (albeit closed) linked to the new fund with a category such as "funding source" would be useful in tracking the fund history.
There are other situations where a fund may regularly feed money into another fund. Again, having the funds linked would help tracking and understanding how multiple funds may be connected.
6 votes -
Fund Detail Summary needs to stay the way it is, please.
When you pull up a fund, you need to be able to see a description of the fund on the Details as it is now, not the new changes coming. There are too many processes to get the info you need.
1 vote -
Files keeping on the same page/screen when uploading
When I upload a file, it takes me back to the details page instead of staying on the files page screen. It would be nice to stay on the page you are working in rather than it detouring you back to the fund home page.
5 votes -
Closed Funds should appear in Red in Relationships tab
When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.
68 votes -
Master Fund- Attachments & linking notes
Master funds are a subfund of multiple funds (for us 2 a designated and agency portion). It would be very beneficial if any of the attachments or notes that get put on the designated or agency portion get attached to the masterfund automatically OR vice versa where if we attach something on the master fund it goes to the subfunds. If we could have the ability to link a fund like you can for notes but be able to link 1 or multiple funds to one attachment that would be perfect.
Which also- having the ability to link notes to…
11 votes -
Change Fund Group at a Point in Time
For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.
Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.
84 votes
- Don't see your idea?