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  1. Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.

    7 votes

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  2. Allow Profile Fund link Categories to be edited vs having to delete the Profile Fund link and adding the fund back with the newly desired Category. Example, we are changing 'advisor' to 'primary advisor' or 'secondary advisor' and having to delete the Profile Fund link w/ 'advisor' category and then adding the fund back with the Profile Fund link of 'advisory-primary' or 'advisor-secondary'.

    29 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  3. Currently, Grant Catalog only accepts monetary donations to support the needs of Grantees. We would like to propose an additional option allowing donors to contribute essential items, which could then be tracked through the platform. For example, we envision connecting Grantees with local hardware businesses to provide computers and other tangible resources.

    1 vote

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  4. In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?

    14 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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    1. Need ability to apply campaigns to internal transfers. Occasionally an internal DAF contributes and we have no way to record that.
    2. Is there a way to automatically apply a campaign to any donations that hit a certain fund during a set time period? We are getting credit card donations and having to manually apply them to the campaign.
    15 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  5. Hello, we receive pledges for sponsorships, of which, the bulk is charitable. No problem linking the pledge tot he charitable portion. However, we cannot seem to find an easy way to link a non-charitable portion of the pledge (for instance if tickets come with a sponsorship). Is there any way to do this? If not, can you consider it for the future?

    2 votes

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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns

  6. It would be great to have the ability to generate an event ticket that the attendees could show to get into the event instead of needing a paper ticket to enter.

    Bonus points if there could be a QR Code or other scannable barcode generated that would auto-mark them as attended in CSuite.

    8 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  7. Please add a salutation field to the checkout screen and add a checkbox that can be used to make this field required/not required for all donors on a site.

    This would allow the option for a salutation to be created and entered in the salutation field in CSuite and save us from needing to manually enter salutations for new donor profiles.

    Amy Staufenberg
    TCF

    17 votes

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  8. Some of our funds have fund names that do not indicate the donor name. In the sort key we reference the donor name. However, the sort key is not a searchable reference. We can't leverage the short name because we use our legacy fund ids there and want to continue that system. We would like the sort key to be a searchable term so if we were searching it pulls up the fund wherever we would put a fund name/id.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  9. 4 votes

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  10. Since we need to collect all student's personal information to report to the Canada Revenue Agency every year, currently, we must manually enter each student's SSN to their CSuite profile. In our process, we ask for a student's SSN and direct-deposit information on a follow-up form that must be completed after they have been selected to receive funding. It would be great to have a function that can import this information from the SLM follow-up form to their CSuite profile.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  11. Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…

    10 votes

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  12. When I'm looking at a profile, under Engagement, there's an option to delete the profile from a campaign. The problem I'm having is that after choosing delete, I'm taken to the CAMPAIGN instead of back to the profile so that I can delete it from other campaigns or make a note. It makes more sense to me, and would improve my work flow, if the system returned me back to the profile where I started.

    Related to this, it would be helpful to have a Delete button on the archived campaigns found under List All Campaigns within a profile, rather…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  13. Add ability to add a note to a Group record under System Configuration. As a system admin, I am currently keeping a separate record of notes for each of the user groups I create. Different teams, and members on those teams, have different access requirements so I am documenting the purpose of each targeted Group. It would be more convenient to have these notes included on the Group record but there is currently not a button to add a note to that type of record.

    4 votes

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  14. On the Custom Reports page, have option to sort by Date Last Run oldest - newest. This would help with cleaning up old reports if the report list is lengthy and if they haven't been run in a few years.

    6 votes

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  15. Make a Custom Report shareable as the default

    2 votes

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  16. If you visit a grant catalog while it is closed (specifically the URL of a specific grant request), the text is not customizable. Right now, it says "Sorry, that grant cycle is closed," which I think is unfriendly and almost unprofessional? There's not even a period at the end of the sentence. I'd love to be able to edit this content.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  17. In report filters, provide the option for the primary city to filter on multiple values.

    13 votes

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  18. Add 'County' field to profiles as this is needed often for reporting purposes.

    7 votes

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  19. It would be great to have Giving Hub customizations (radio buttons for instance), which can be linked to parts of the donation approval/recording process on the Finance side of the transaction.

    For instance, a radio button for Endowed/Spendable that allows donors desiring for a donation to be flowed through to their Spendable balance, which is linked to the Spendable checkbox in the transaction record.

    An option to split the donation between Endowed and Spendable would be great too.

    4 votes

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