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  1. It would be most helpful to see notes to staff when viewing listed grants on screen. Some notes include details needing immediate attention in regard to the timeliness of processing the grant recommendation. As of now, the only way to see these notes is by selecting each one individually and checking to see if there are any notes. Even when a report is created, it does not include all notes for some reason. And the report only applies after the grants have been moved to the New bucket.

    1 vote

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    This was released on 2/28/2024:

    Notes: Added the ability to share a note. When adding a note, users will see a new checkbox: Share. This will allow users to share a note with the different personas on the Portal. This functionality is complete in the backed of CSuite but NOT completed on the Portal. Currently, if a user shares a note on a grant it will display on the the grant record in the Fund Advisor portal, but no other notes will appear in the Fund Advisor Portal.

  2. We need more than one way to find recurring grants, specifically have recurring grants listed on the fund's record. For example if a donor calls and asks what recurring grants they have set up, I am unable to go to their fund record and see their recurring grants. There is not even a field or button that identifies they have a recurring grant. I have have to go into recurring grants and then filter or do an F lookup. Stewards have no easy way to see who has a recurring grants in their portfolio.

    13 votes

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  3. Hello, recently we noticed that in the grant catalog if a donor clicks the donation button and a recommendation goes through the donor portal, the internal grant does not pick up the organization's name that they are donating to. If we process a grant manually through "add funding" it does appear the organization's name and purpose. Can we get these to match and show the organization name and purpose for our records?

    2 votes

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  4. When creating a recurring grant, it would be much more efficient if certain fields were available to be initially populated. These include the grant advisor, the grant letter template, the grant type, service area, any custom fields, as well as the grant award letter template. Otherwise, these need to be populated every time the grant occurs each time, causing additional work.

    31 votes

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    10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit.  This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal.  Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants. 

  5. When creating spendables where you have added a grantee beneficiary to funds. Can you please allow Fund names to be listed for users to select "By Fund" and not by a Group? Creating spendable by a group or groups makes it very confusing to work with as so many grants appear in the Grants/New bucket at the same time.

    6 votes

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  6. When a scholarship fund is marked post by payment, and you are processing a payment it should function just as any other grant you are processing. Currently if you are processing a scholarship payment and the balance of the fund is not enough to cover the payment, it does not warn you that there are not enough funds in the account if that fund is marked "post by payment". This should function the same in the grant buckets just like any other grant, if there are not enough funds to make the grant, it should give you a warning or…

    1 vote

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  7. Display the grants issued within a recurring grant in chronological order OR add the ability to sort by each column.

    7 votes

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  8. Anytime you process a grant, we noticed that the pay schedule and funding information would all of sudden disappear from the grant and we would have to reenter the information. Apparently, when you select an item from the 'grant cycle' drop-down before post/approval, it erases this data because it assumes you are using a 'grant catalog.' Why isn't that field called 'grant catalog' if that is actually what it is referring to? Since that field is called 'grant cycle' we have been using it to track what internal cycle that grant is associated with. Why are these labels different? And…

    7 votes

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  9. Please enable a checkbox to decline or STOP the creation of a grant document. Many of our internal grants do not need a grant document created but we have no way to turn these off. It add several extra steps to delete the letter which is not applicable.

    14 votes

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  10. It would be nice to be able to assign a grant type and service area to the grantee record.
    Currently is assigned through the fund, but funds often support multiple grant types, so it makes more sense to assign the grant type based on the grantee and what service they provide.

    example - American Heart Association will always be Health

    2 votes

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  11. Our foundation recently started using the grant catalogue publicly, meaning that it is going to have many projects added to it that public donors will be searching to fund. Currently, the view is not very user friendly and write ups appear in a very small column that is difficult to sort through for a user.

    I'm proposing introducing a "Card View" where you can show 2 or 3 cards per column, and each card has information like:
    - Image
    - Organization Name
    - Project Title
    - Short Description (short excerpt from the full description)
    - Request Amount
    - Amount Funded

    8 votes

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  12. Create Spendable grants should assign the primary advisor to the grant. Otherwise, we have to go in and assign this manually to every grant. These are usually very large grant runs, and things like description and account numbers are preassigned, so not auto populating the advisor defeats the purpose.

    2 votes

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  13. Currently, recurring grants only have the advisor field populate when the request is created through the donor portal (which is great!), but if we create a manual recurring grant, there is no way to set the advisor on the recurring grant level, and still have to manually edit this on each occurrence. It would be great to have the advisor field on the recurring grant record itself that would carry over to each occurrence.

    4 votes

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    10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit.  This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal.  Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants. 

  14. Grant catalog grantee request form has option to add attachments as it relates to grant request but attachments don't publish to portal - would be great if donors could see all info provided from grantee.

    3 votes

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    10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content.  This will allow for better organization of the fields within a grant Catalog.  The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.

    From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog.  Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants.    Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.

    Grantees Tab will be house all of the Grantees information.  On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.…

  15. I'm (finally!) loving the new process for generating grant documents (e.g., letters that we send with checks). Our Fund Advisors ask for copies of those letters to be uploaded via the portal so that they see exactly what the charity sees when the check arrives. (It also gives them comfort that we actually sent the check.) Currently, I scan each letter and attach it as a shareable PDF at the grant level. Now that the system automatically attaches the letter at the grant level, it would be great it I could simply mark that as shareable without having to upload…

    6 votes

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  16. Once a grant is denied, it doesn't "live" anywhere besides the grantee profile. It would be nice if there were a bucket or if it showed up on the grant report, or fund grant report. Otherwise you have to remember which organization you denied a grant request.

    1 vote

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  17. It would be nice to have the option to correct grant letters in a Word doc batch like we used to have. The pdf option is nice, but it requires having perfect fields and templates. Our small foundation could benefit from the option to spot correct.

    9 votes

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  18. We need someone without permissions to edit checks to be able to delete the new automatically created grant letters. Permissions to edit checks are limited to our Finance department but it is our Grants Manager who would edit a grant letter if needed and would need to be able to delete the automatically generated and attached grant letter. We would much rather have the grant letters be able to be deleted from the grants permissions as that's where they are created. Even if that means deleting it from multiple grants. Please change this to allow someone without Finance permissions to…

    14 votes

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    Grants/Scholarships: Enhanced the grant or scholarship record with the option to delete grant/scholarship letters. Enhanced the grant/scholarship letters to print in alphabetical order. Renamed the left hand menu item within document bucket, from Send Documents to Process Documents Vouchers: Added the create checks option back to the left hand menu. Templates: Added the ability to disable grant letters when using a check template that has the grant letter on it. This is a new checkbox on the check template No Grant/SShip Letters.

    https://www.loom.com/share/96c1d2cdb82849b491bced2e4a9a3d31


  19. Recurring Grants

    We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.

    39 votes

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  20. It would be good to have an option to turn off Grant Letters for clients that use GLM. The communications in grant and award letters are already being sent via GLM, therefore, we do not use Grant Letters. With the new release we now need to go into each individual grant letter to say mark sent to get rid of the grant letters in CSuite. This has created a lot of extra work if you don't want to send the grant letters.

    2 votes

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    We implemented a grant and scholarship setting last night that you can disable grant/scholarship letters.  This will remove the document bucket from your workflows.  It can be found in grant or scholarship settings.  You should see a release note for 1.18.2023.

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