1023 results found
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Giving Hub Campaign - Add Location to Top of Event Under Start Time
On the individual campaign event page (event?eventdateid=xxxx), you show the event name, date and start time. Then there is a rather large blank space before you see the campaign details. Is there a way to move up the Location information -- maybe just the street address -- to that blank space?
Or is there any way to compress that space if there is no image added for the event?
2 votes -
Add Fund field for templates should allow for shortname also
The Add Fund field for templates currently does not recognize shortnames. It should look up funds by shortnames like most all other fields in the system.
2 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Allow Nonprofit Address to be private in directory
Please allow the address of a nonprofit to be unlisted on the directory. We have organizations who work from a home and they don't want their street address to be public. Since it pulls from their main profile, there isn't a way to hide it without hiding it from all purposes.
4 votes -
Net proceeds total for stock donations
When reviewing stock sales the screen shows the list initial value of the securities with a total. The sales history on the same screen shows the net deposit without a total. Can you add a total so we can tie out to the net deposit?
8 votes -
Export donor and fund advisor data in grants tab - grantee portal
In the nonprofit portal on the grantee tab, grantee organizations cant export CC giver/fund advisor data for their reporting, CRM, and acknowledgements. Add selectable options to display and export the CC donor and Fund Advisor name, address, email unless the transaction was made anonymously or the profile is anonymous.
<3 TCF
7 votes -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
Alert Notes on Recurring Grants
It would be helpful if an alert option was available in notes on recurring grants so when you create a grant, the note can be visible.
3 votes -
Duplicate Grants
When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)
7 votes -
Customize additional buttons in grant request of portal
We would like to see the option of adding customized buttons with drop downs on the make a grant page of the portal. We would like to add buttons to allow donors to choose special funds we use for regional granting without searching or to choose something like declining ATS for the year with one click.
Having the ability to add buttons and drop down options would serve customer needs with less keystrokes and allow our messaging to direct them to the button rather than a list of steps to take to find what the button would allow.1 vote -
Grant Confirmation Email: Grantee EIN
The Advisorrequestconfirmemailbody content has a merge field for {{guidestar_ein}}, however this does not populate with data unless the Advisor selects a grantee from a Candid search. Can a merge field be added to reference the EIN on the grantee's Org record within CSuite so that it will populate with data even if the Advisor selects a previous grantee?
5 votes -
Grant Letter: Grantee Contact
(boosting an archived request) Can we please add the Salutation for the Grantee Contact as an available merge field for Grant Letter templates?
5 votes -
Giving Hub link for guest Donations to Funds marked Private
Stealing this from an archived submission: "We should be able to provide a link to give directly to a fund, even if it is marked private. This would allow people who have the direct link to give to the fund, but it wouldn't show up in the list of funds or be searchable. Sometimes people don't want it public, but have a few family/friends they would like to be able to support a fund. It would be particularly helpful in memorial situations."
This functionality exists for Campaign Events that are marked private. Can it please be implemented for donations to…19 votes -
Grant Confirmation Email: Fund Advisor Salutation
Can we please add the Salutation for the Fund Advisor as an available merge field for the Advisorrequestconfirmemailbody content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody). As it currently stands, there does not appear to be a way to personalize this communication. The field that is available, {{owner_name}}, presents the name as "Last, First" and doesn't work well to address the Fund Advisor.
6 votes -
Endowed Fund flag on tax receipt
Please add the boolean "endowed" variable to the template fields list. In Illinois starting 1/1/25, gifts to endowed funds qualify for a 25% tax credit. On our receipt letters we'd like to be able to automatically flag the donations that will qualify. Thank you.
3 votes -
Underwater Report - Rolling Average
We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.
3 votes -
Fund Groups Giving Hub
Can we go back to having ability to list funds by Fund Group (or other fund dimensions) in the Giving Hub? This was very helpful for donors navigating.
6 votes -
'Balance Change' report cannot be drilled down by month/qtr/year
While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.
3 votes -
New Fund Advisor Portal Grant Request Style
The Legacy Fund Advisor Grant Request page had a "side by side" styling with "instructions" on the left and the grant request submissions on the "right". The new Fund Advisor portal Grant Request page has a "vertical Top to Bottom" style so that the "instructions" or Header is on the top and the grant submission are on the bottom. Unfortunately, this means that the Fund Advisor cannot see the listing of their grant requests in the Cart which means that unless they scroll down, they cannot see the final step "Review and Submit" button that must be clicked on to…
14 votes -
Make Designations and Unmake
We can easily designation someone using the [MAKE] selection under Designations in fcsuite. I can [MAKE] them as Fund Advisor, Grantee, etc.
(1) Once they are in a category, there should be an 'unmake' button so I can easily change it back. Instead, I need to click on their role as a Grantee, and hunt out the 'delete' button way over on the left menu. It's confusing the way it is, but at least it work. When I click on Delete, it usually brings me back to the user profile. Yay.(2) Unless it's a nonprofit. When I click Delete…
2 votes
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