1227 results found
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Allow for Nestled Opportunities
It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.
1 vote -
charity check
Currently an atttached Charity Check keeps us from deleting a vendor and profile that have no other activity. Please update the logic to allow profile to be deleted.
10 votes -
Fund Module - sort relationships by Fund Profile Category
Sort relationships to fund by Fund Profile Category
2 votes -
Change profile on opportunity
There is no option to change the profile for an opportunity once it is made. Sometimes we have the name of the person who referred it, and we put it on that profile. Then once we get the name of the client we want it on the client profile. I have to delete the first opportunity and make a new opportunity. But if this opportunity started in 2024 and I don't have the details of 2025, the created date will look like this started in 2025. I want a button on the left that says change profile similar to the…
4 votes -
Tribute Donation_letter Template Fields - add lowercase or name only options
When a donor makes a tribute gift online via Stripe and does not elect to notify someone, all available template fields begin with capitalized "In Honor/Memory of MB". There is no option for "MB" (honoree name only) or "in honor of MB" (lower case "i" and "h/m").
This makes things difficult for us because we want to mention the tribute in the automatically system-generated acknowledgement letter back to the donor, and it looks awkward with the capitalization.
Would it be possible to add at least one template field with either the honoree name only OR lower case "in honor of"?…
8 votes -
Opportunity bulk import improvement
Currently in bulk import of opportunities we are unable to set the stage and add custom fields. I have to manually and individually change the stage if it isn't the first stage. And to add custom fields I have to do v-lookups and do it in different bulk uploads to identify the opportunity id to then bulk update the custom fields. The bulk import of profiles allows the import of custom fields and the default fields. I would like to when doing a bulk import of opportunities to also set the stage it should be at and the custom fields…
43 votes -
Ability to search for opportunities using global search and adding an opportunities search bar
Opportunities have a unique opportunity id. There is no way to search for an opportunity via its id. I would love to be able to search for an opportunity via its id in the global search on the top. And within the opportunities object have more options for searching for an opportunity.
8 votes -
New portal for fund advisors - please mark on the profile card which one is the advisor
we don't want to confuse our fund advisors - please put the word "fund advisor" on the profile card if they are a fund advisor - in the new portal.
6 votes -
Personalization of "Make A Donation" button - to display FA's fund only
When a Fund Advisor is on the (new) Donor Portal page, a button shows up that says "Make a donation". This takes them to a donations page with all of the promoted Funds along with the user's DAF. This is a bit confusing for our user base, and we would like the option for that button to instead direct them to a page that only shows their own Fund(s). To be clear, it directs them here: https://topjfoundation.fcsuite.com/erp/donate We would prefer that it directs them to their own fund (fund id 1111 in this example) https://topjfoundation.fcsuite.com/erp/donate/create/fund?funit_id=1111
4 votes -
Embed Donations into Personalized Donation Pages
We utilize personalized donation pages on our website to promote specific funds. We want to be able to embed a link to the C-Suite donation page directly within our own unique URL that donors recognize as ours and trust. This is something we were able to do with CanadaHelps, but C-Suite functionality doesn't currently allow it. And the C-Suite donation pages look and feel very different from our web page, due to their limited design capabilities.
6 votes -
Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
100 votes -
Google Translate Display
We are in an area that is multi-lingual in addition to English (mostly Spanish, Russian, Arabic) and would love to be able to use the Google Translate option to help non-English speakers (or English as a Second Language) interact more easily with us. However, as it currently loads, you have to zoom out on a browser screen to be able to view more languages with the way the columns cascade to the right. For most of the languages spoken in this area, a standard laptop screen will not display them without zooming out on the website, which is not something…
4 votes -
Candid/GuideStar Grants Report
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 -
Ability to edit Profile Fund Link categories versus deleting and relinking
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'.
59 votes -
Grant Catalog Item Donations
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 -
Grant Catalog Donate vs. Grant Request Options
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?
22 votes -
Pledges with non-charitable portion
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 votesThere 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
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E-Tickets for Events in CSuite
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.
14 votes -
Add Salutation as a Required Field to Checkout
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
TCF22 votes -
Fund Sort Key searchable
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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