1223 results found
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Campaign field on donation report
I would like in a donation report to pull the campaign field. This way we could have a much more detailed donation report or group donations by campaign. Because we would like to see donations that came in because of a campaign and ones not from the campaign in one report. Right now there isn't a way to do this without using the external API and building it in PowerBI.
1 vote -
batch update award date in scholarship list
It would be nice to batch update the award date and payment date in the scholarship tab of c-suites when they come over from SLM. As it is now, we have to change each scholarship award date and payment date individually.
1 vote -
pbassil@cfpbmc.org
It would be great if you could create a text field for the LinkedIn URL.
6 votes -
Linkedin
It would be great if you could create a text field for the LinkedIn URL.
1 vote -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 votes -
campaign start time
Currently, when setting up a campaign, the date that shows in the event registration first page to add tickets shows the end date of the event. However, the time that displays is the start time of the event, making this very confusing and doesn't align with the information being entered for the fields showing on the ticketing page. Suggestion is to fix the date showing noted as START DATE to align with the START TIME. The next screen that allows selecting the number of tickets should then reflect the END DATE and END TIME for ticket sales.
In the screenshots…
2 votes -
Add Bulk "Edit Payment Date" Functionality to Grants Area Menu
Please add this option to the grants area menu, between "Edit Decision Date" and "Set Grant Type" (see attached image for reference).
Why This Matters:
From an accounting perspective, the grant date drives when the expense is posted to the GL. However, grants are scheduled for payment on a future date.. not the same date as a grant date. Currently, we have manually edit the payment date grant when it is created grant by grant. There is not an option to enter a payment date when a grant is created.A bulk edit option is critically needed as it would…
46 votes -
Make Fund Type Visible in Giving Hub
One Big Beautiful Bill includes a new above-the-line charitable deduction for non-itemizers that goes into effect 1/1/26 which specifically excludes DAFs. Between now and then, we need Foundant to offer a solution for noting which funds are DAFs in the Giving Hub, so donors know whether their gift is actually going to be tax deductible for them. Possibly "Group" and/or "Donor Advised Y/N" could become visible.
NOTE: This is a customer service issue that will impact ALL Foundant clients that sponsor DAFs and use the Giving Hub.
Thanks! - TCF
9 votes -
Recurring Grants: Edit Amount
Currently fund advisors can edit the date and number of cycles of recurring grants through the portal, but not the amount, which is the most common change fund advisors make to recurring grants. Thus the amount should be made editable.
15 votes -
USPS Address Validation - Spell out city name
When validating addresses in CSuite with the USPS validation, please spell out the entire city name as preferred by the post office (see screenshot below) instead of abbreviating city names that are 13 or more characters.
10 votes -
aallieri@cfpbmc.org
Add 'as of' date on the Fund Summary page of the portal so this information is included when an advisor prints their fund summaries.
5 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
6 votes -
Copilot (AI) data integration
Copilot (AI) data integration for optional feed into a client M365 tenant. This would allow clients to leverage their CoPilot (or other AI) licenses as they deem appropriate. As of now, there is no good way to utilize AI with data from CSuite. Please add an optional API or other integration that would allow staff to be more efficient when reviewing reports, profile notes, and other information in the system.
The prime example is how CoPilot can help you prepare for a meeting by reviewing emails, calendar meetings, and notes pertaining to the topic. It would be great if we…
6 votes -
Allow fund advisors to see if a grant was anonymous
Sometimes fund advisors choose to make grants anonymous on a grant by grant basis, but may not remember which ones or want to see which ones they did. If that could be a visible field on the portal - if a grant was anonymous, and allow fund advisors to filter for those that would be a helpful feature. Currently they have to request that information from us.
5 votes -
QR Code Use Analytics
It would be helpful to have analytical data and reporting to understand if/how/how frequently QR Codes are used when I generate a QR code for the ticket URL.
This will help me analyze the effectiveness of QR codes for individual events and in aggregate to compare effectiveness by the type of event, donor, or other criteria.
4 votes -
Add Profile Type Field to the Profile Creation Interface
Is there a way to have the Profile Type in the Profile Creation Interface? It feels hidden in the Relationships tab and our staff entering or updating profiles accidentally miss it. It's also an additional click to see what Profile Type someone is and it would be nice to see right away that that they are a Professional Advisor or Founding Donor, for example.
2 votes -
Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
5 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 votes -
Multi Fund Grant Reporting
Current Challenge: The grant reporting system currently lists each fund disbursement as a separate grant, even when multiple funds contribute to a single board-approved grant. This results in:
Overstatement of grant count: A single grant appears as multiple entries.
Underreporting of average grant size: The total amount is split across entries, skewing metrics.
Reduced clarity for stakeholders: For example, a $25,000 grant funded by five sources appears as five $5,000 grants, misrepresenting board decisions and complicating analysis.
Proposed Solution: Implement a reporting enhancement that consolidates multi-fund contributions into a single grant entry. Key features could include:A unified grant ID…
2 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
4 votes
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