1461 results found
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Donor & Donation Dashboards
We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!
Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for…
1 vote -
Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation
eMoney is where many donors’ philanthropic decisions are modeled; integration lets the community foundation be part of those decisions earlier, more accurately, and more credibly.
We have wealth advisors requesting for us so our clients can see the full picture of their assets.
2 votes -
Show Tribute Type in the Tribute Search
Show Tribute Type in the Tribute Search. There are often Honor/Memorial tributes for the same Tribute Name - CSuite requires the type to be defined.
4 votes -
Fundraising Campaign - move the fundraising campaigs to the Donate Tab on Giving Hub
Please have the Fundraising Campaign list in the Donation tab of the Giving Hub, or provide a way to sort campaigns in the events tab so that it is easy to distinguish between an event and a donation. It is confusing, and people think they are looking at event tickets.
2 votes -
Button to click "todays" date
I see this idea has been archived a few times and I think it warrants a second look. Folks that have never used it before wouldn't understand the value but whenever you choosing a date from a calendar, it would be nice to be able to quickly click "today" instead of having to toggle through the month and year. I've had this option in previous databases I've worked in and it's simple but invaluable. Once people have used it, they'll see what they have been missing.
2 votes -
Bulk Update Assigned Employee on Opportunities
It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.
6 votes -
April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
5 votes -
April 8th, 2026 Feedback for Investment Strategy: Fund Base Balance Update
Please post feedback here.
1 vote -
Flexible Multi-Factor Authentication (MFA) Controls
Problem Statement:
Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.Proposed Enhancement:
I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
"Remember This Device" Option:
Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration…6 votes -
Expand Special Character Support in CSuite Password Policy
Problem Statement:
There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.Proposed Enhancement:
Update the CSuite password validation logic…6 votes -
Remove option to Leave Admin Fee as Blank
There is currently an option when setting up admin fees to leave it as blank. Since there is an option for No Fee already, is it possible to remove the option to leave it as blank? With No Fee being option, leaving it blank can cause confusion
1 vote -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote -
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 -
Fundraiser Campaign Enhancements
Love the fundraiser campaign functionality but would like to see some additional options/updates to further customize the donation page and receipts that it creates including:
- Option to hide tribute fields on donation form (or have it be inherited from the fund which it is associated with)
- Option to customize giving levels son donation form (or have it be inherited from the fund which it is associated with)
- On the receipts generated from donations that come in via fundraiser campaign can the word "fundraisers" be removed from the start of the description merge field?2 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 -
Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are…
13 votes -
Journal Entry approval
When approving vouchers, grants, etc., the system takes you to the next entry in line after clicking approve. Can this happen with Journal Entries as well? Right now, you have to approve the journal entry, then back out a few clicks to the original screen to view the next one.
1 vote -
bank reconciliation radio button
Why are the radio buttons on the bank reconciliation on the other side? It would be helpful if they were near/next to the check number. My optometrist would thank you.
3 votes -
6 votes
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Allow Word Version of Pledge / Promise Payment Letter
Reposting this idea from 2020 that was archived in 2025. We need the option to generate the promise letter in Word so that we can make some slight adjustments. It is not clear why these letters are only available as PDF versions.
Original Request from 2020:
When generating Pledge Reminders/Statements, it would be very helpful to be able to merge them into Word so changes can be made to specific letters. Currently after clicking on Payment Documents all the pledge letters are merged into a PDF.1 vote
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