1126 results found
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donations that are not eligible for tax receipt
We often receive gifts from other charities where we want to count the income as a GIFT, but the amount is not eligible for a tax receipt under Canadian Law. Currently the only way to manage in CSuite is to generate a tax receipt number for the transaction, and then simply not issue the receipt. This creates reconciliation issues for tax receipt numbers, which must be sequential and accounted for for Canada Revenue Agency requirements. It would be much better if we could select a "do not receipt" or "no tax receipt" option when donation is input which would suppress…
6 votes -
Template letter for internal or external DAF donations
We like to send a "courtesy thank you" to donors who donate from their DAF, either with our foundation or from an external custodian like Schwab Charitable.
Right now if we try to do that with the donation templates, it would print the contact info for the custodian, not the advisor (donor). We'd like to have it addressed to the advisor.
3 votes -
Template letter to thank anonymous donors
Would like to be able to use a donation template letter for anonymous donors.
24 votesYou can build your tax receipt templated to accommodate anonymous donors. Feel free to reach out to support@foundant.com with questions.
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Fund Statements
The equity in most of our funds include contibuted capital, spendable and some reserves. Current Fund Statements report only the total Fund balance and the spendable amount. We need to report the capital and reserves separately. The addition of more flexibility in terms of statement views for Fund Statements would allow us to disclose more equity categories than just spendable.
6 votes -
Reports for entire history of fund
Going into Fund -> Donor Report
We are unable to select a specific date range
It would be helpful if you could allow for us to select a date range or add in an option for "ALL"20 votes -
fund statements allow checkbox for do not use letterhead
Currently if you use letterhead for your letters, there is no way to select to not use it for fund statements. Ours look really bad and offset when use letterhead is on. I will literally have to turn off letterhead when I am ready to do fund statements and then turn it back on and put in the dimensions when I am done.
3 votes -
Interfund grant admin fees
We (usually) charge a fee to the fund receiving an interfund grant. Currently we have to calculate this manually and enter as a JE.
7 votes -
Credit card fees posted to other fund
When processing credit card fees, paypal or other fees have the ability to charge the operating fund not just the fund receiving the donation
13 votes -
Donation amount merge field has commas in it
The merge field for donation amount prints a number with no commas. This is hard to read with large numbers. It would be good to have commas in the donation amount merge field.
9 votes -
date
Would like to have a "nice date" merge field for donation date. This is currently available for today's date, but not the donation date..
6 votes -
general ledger - Post all unposted at one time after be able to review
To be able to post all unposted journal entries at one time rather than to post individually
7 votes -
unsent thank you letters
When selecting the thank you letters you wish to print, it would be nice to be able to have a box to unselect all or select all.
12 votes -
Fund Advisor should be able to view all income and expenses, not just Gifts and Grants
Many of our funds process reimbursements for charitable work that are not grants. They need to be able to see all transactions that affect their balance, not just gifts and grants.
25 votes -
Add function for alternate address
Add function to select alternate address when entering gifts into the system. Many donors winter in the South. Otherwise, it's a manual change on the receipt/thank you.
4 votes -
1099 Report
Please create a report that shows for all 1099 vendors the total amount paid for a year. This would be very helplful
22 votes -
Letter Templates - add Check # and Check date options
It would be great to automate the thank you letters a little more by being able to add the donor's check number and date into the letters letters
7 votes -
Campaign Income Statements
When you're in a campaign and go into the income statement and click on the amount, it would be really nice to only see the revenue for that campaign. Instead it pulls up all the revenue on the category for the revenue to go into. In order to only see your campaign, you have to export and recreate a document specifically on the campaign....very inconvenient!!!!
8 votes -
Bulk Upload Files to Fund Advisor Portal
It would be very helpful to be able to bulk upload files to the fund advisor portal so that the documents are available either to all users of the portal or all users with grant recommendation privileges, etc. For example, to make our quarterly investment performance report available to all users or to make guidance for donor advised grantmaking available to all users with advisory privileges.
25 votes -
Search profiles by address
In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.
64 votes03-01-2023-
Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
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bulk mark grants complete
I like the idea that we can mark grants complete. It would be great if that screen was more user friendly and let you mark in bulk instead of one a time.
8 votes
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