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  1. Besides the "List Carts" report under Fund Advisors which shows all carts, it would be helpful to see on an individual fund advisor if they have an abandoned cart. This would be on the Fund Advisor record in Csuite...an option on the left menu to "List Cart".

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  2. Adding a field for the check number in the grant award letter Templates.

    Due to the high volume of grants processed weekly, it’s very important to ensure timely donor recognition and to streamline the process for recipient organizations. Currently, it can take up to 10 days between the award letter email and the arrival of the check via USPS. This delay makes it difficult for organizations to connect the award letter with the check when it arrives.
    Additionally, we’ve received multiple requests from grantee organizations particularly in cases where checks from the same donor are issued in the same amount.…

    8 votes

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  3. In the past year, I have received 3 donations through out Giving Hub (via credit card on Stripe). Once, the donor wrote in their message that this donation was mean to be split in half, with the tax receipts going to two different people. Twice, the donors then called me right after and said they donated for themselves and on behalf of someone else, and they give me direction on who the donation receipt should go to. However, it does not seem possible to split a Giving Hub donation among various donors manually - but given the demand at my…

    2 votes

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  4. I noticed that the Outlook integration app works well for emails that have been sent, but that I can't access the app while drafting an email. It would be nice to have this feature, as then as soon as I hit send, it attachs to the file without having to go into my sent folder. Thanks!

    2 votes

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  5. When we use outlook, we have to manually add the fund name and note type. We also have to manually add the sticky. Would be helpful if we could choose this. Would also be helpful to be able to create a task from the outlook email. And, if multiple funds/profiles could be chosen, bonus!

    4 votes

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  6. Profile > Engagement Tab - Invited Active Campaign list

    Right now when you delete a campaign from the "Invited Active Campaigns" list (under the Engagement Tab of the guest's profile) it refreshes to the related campaign page. It would make more sense to stay on the initial Profile, we were in that Profile for a purpose or we would have deleted them from the Campaign side.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. We currently do not share donation amounts with fundholders or fund advisors; however, we are possibly implementing an affiliate program where we would consider sharing this information. It would be great if we could set who can see donation amounts at the fund advisor level instead of the fund level. If we have multiple fund advisors on a fund, we can only turn on/shut off donation amounts using "Hide Amounts" at the fund level. That means all fund advisors have the same permissions. We may want one fund advisor or affiliate to have access, while not giving another fund advisor…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  8. Many of our donors have called in after switching to the new C-Suite portal stating that none of their previous grantees are showing up. I have found that the issue 90% of the time is that they are not clicking in the blank box to view the list.

    Once I ask them to try the issue is solved and they all mention that this box should have the drop down icon or in someway make it more obvious that they have to click the blank field to pull up the list.

    3 votes

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  9. It would be great to have the option to export the Positive Pay report as a CSV file since that is the requirement with our bank. It would also be very helpful to have the option to request how the data columns are formatted in the generated Positive Pay report. Our bank requires the data columns in a different arrangement than what is generated in C-Suite. Every week I will need to transfer the TXT file into an Excel document to make the column adjustments and to save it as a CSV file. This is a lot of extra work…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.

    7 votes

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  11. We would like to be able to attach a file such as a letter or image to our fundholders with their quarterly statement. This would enhance fundholder (donor) communication and relationships.

    2 votes

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  12. We work with organizations with high administrator turn over. When replacing a new administrator, they need to be set up as a Fund Advisor and then we have to manually add each individual fund. This is cumbersome.

    Under "add funds" function, can you add a "Fund Advisor Like...." option that would allow multiple funds to be added at once. For example, Mr. Smith leaves an organization, can Mr. Brown be set up as a Fund advisor, click Add Fund, and Set up funds "like": [enter Profile name] Mr. Smith in this case.

    4 votes

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  13. When a profile is created, auto-populate 'Service Area' from the list of cities/states defined for each service area. This provides consistency when pulling lists based on Service Area.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  14. Give us "USPS Validated" as a report field.

    Use case: We can filter our grants or voucher buckets to quickly determine which addresses still need to be validated.

    As it stands now, I cannot run a report to see which profiles have a USPS validated address.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  15. Allow data from the item to be reported such as the fund name and not just from the profile payment. You can add multiple donations and invoices to a profile payment that are being put into funds other than the initial one entered on the profile payment. We utilize the information multiple times a day to create confirmation of correct information entry. We want to know when there are both donations and invoices on a profile payment. But knowing the different funds, when there are multiple donations is just as important.

    2 votes

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  16. Please add a description to the open promise/pledge page under a profile. We can currently only see ID, Donor, Type, Date, Amount. It would be helpful to see a Description that would allow user to know which promise we need to apply funding towards. Without more information, we must click into every single ID until we find the precise entry needed.

    3 votes

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  17. Currently, when a fund advisor submits a grant request that is fulfilled via an internal grant (a transfer to another fund within the same foundation), the Grant Notify email is not triggered upon posting the internal transfer check.

    This creates an inconsistency in the donor experience:

    Fund advisors receive Donation Notify emails when their fund receives an internal grant

    But they do not receive Grant Notify emails when their fund gives an internal grant

    This lack of communication may cause confusion for fund advisors, especially if they are used to receiving confirmations for external grants.

    Request:
    Please enable the Grant…

    21 votes

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  18. The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.

    This addition would:

    Help donors find nonprofits aligned with their values

    Make the directory easier to browse and explore

    Support future enhancements such as cause-based campaigns or communications

    The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.

    1 vote

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  19. Please include the "Last Login" field in custom reports and the Export CSV on the Fund Advisor page.

    It would be extremely helpful to have access to a Last Login field for Fund Advisor users in both custom reporting and the Export CSV. This data point would allow staff to:

    Track engagement with the Fund Advisor Portal

    Monitor inactive users over time

    Measure portal adoption and effectiveness

    Proactively reach out to unengaged advisors

    Currently, there is no way to systematically report on or export this information, which makes evaluating portal usage difficult. Adding this field to reports and exports would…

    2 votes

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  20. It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.

    This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.

    Suggested Filters:

    Fund Group
    Philanthropic Interest Type
    (Optional future ideas) Region, Fund Type, etc.

    What other filters would make the Giving Hub more useful to your donors? Please share your…

    1 vote

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