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1274 results found

  1. One Log In Across Foundant Platforms

    It's pretty frustrating for folks to have to remember all their passwords across C Suite / GLM / SLM / Compass and Idea Lab. Especially when they don't all update on the same schedule. Would be great to have some synching of the platforms.

    186 votes

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  2. board portal

    Create a Board portal. A place to put documents, ByLaws, minutes, agendas, governance documents etc. Board would login here to retrieve documents for meetings instead of email and re-emailing with changes.

    152 votes

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  3. Fund Advisor Portal Enhancements Please

    Although the current fund advisor portal element of the C-Suite platform does offer fundholders the opportunity to make grant advisements, the process is not very engaging and the design appears to the user as more of a back-office accounting process, rather than an engaging user experience. This is resulting in limited use by fundholders, resulting in more manual processing in the advisement and accounting work required in approving the advisements and processing the grant payments. Do others feel that you would benefit form a more engaging fund advisor portal experience? We appreciate all that C-Suite does for us, we are…

    143 votes

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  4. Obtaining ACH information

    We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.

    134 votes

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  5. Recurring Donation - give donors option to end or change amount on portal

    It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.

    133 votes

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  6. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    If you are already logged into CS you should not have to log into Idea Lab...it should be accessible through CS

    125 votes

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    3 comments  ·  Other  ·  Admin →
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  7. Bank reconcile - approvals and log

    For stronger internal controls, our auditors recommended the addition of two pieces to the Bank Reconciliation process in CSuite:

    1. Approvals, to support our actual workflow. We have one team member that reconciles the account, and another that approves the work. It would be wonderful if we could enable approvals like we can with Vouchers or other areas of the system.

    2. Log, showing the date/time and username who processed the bank rec. If approvals were turned on it could document when each step happened. Rather than only being able to see a history report that it was done, we need to…

    111 votes

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  8. Docusign Integration

    Foundant is considering integrating Docusign with GLM & SLM. Is this under consideration for C Suite as well? We'd love to have this integration capability on the C Suite side too.

    109 votes

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  9. stock gift entry - import, update description and entry order

    1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time

    2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security

    3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry

    105 votes

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  10. Fund statements

    Please provide the option to list the school's name in the grantee detail section of a scholarship fund statement. This field is currently blank or will list the student's full name since the student is considered the grantee according to C Suite even though the payment was sent to the school. This is confusing for donors. This update would also protect the privacy of the student by including the school's name, and not the student's full name. We are not interested in the post by payment option as that feature can cause issues with financial integrity.

    103 votes

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  11. Custom Reports: Multiple Filters

    When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.

    I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.

    101 votes

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    Proposed Idea  ·  4 comments  ·  Reports  ·  Admin →
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  12. Combine credit card fees with the donation amount

    Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.

    98 votes

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    5 comments  ·  Reports  ·  Admin →
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  13. File Organization in Donor Portal

    It would be nice to have the option to transfer/share the File Categories to the Fund/Donor Portal and be able to sort them as needed. ie. We share Thank you letters with some Advisors, by uploading and selecting the proper category in CSuite, it could sync over the Category and file to the files tab in the portal. This option would also make it easier to view for Fund Advisors.

    94 votes

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  14. Change Fund Group at a Point in Time

    For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.

    Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.

    82 votes

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    9 comments  ·  Funds  ·  Admin →
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  15. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    We process a great number of interfund grant/donations and really need for CSuite to generate an automatic notification to the recipient fund advisor informing them that their fund has received a donation from another fund at our foundation. Is there any way you can do this for us?

    77 votes

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  16. Profile Merge should include all fields

    Coming from Raisers Edge where we had comprehensive options to include / exclude what was merged from the source profile to the target profile, we are finding some gaps for what is included with a profile merge in CSuite. We are finding data that does not come over to the target profile from the source profile which requires additional manual entries to restore all information back to the merged profile.

    Below are the fields that are not being considered in the profile merge based on testing in our Sandbox as of this date (5/23/2023).

    Please include --

    1. Work Title -…

    71 votes

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    5 comments  ·  Profiles  ·  Admin →
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  17. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    Adding the fund open date and investment strategy fields to the Underwater Funds Report would make this report more useful and informative.

    71 votes

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    Proposed Idea  ·  6 comments  ·  Financials  ·  Admin →
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  18. annualized budget percentage on income statement

    On the Income Statement budget format, the variance amount and percentage only shows the variance stated in proportion to the current month. My board and I would prefer to see this amount as a percentage of the annualized rather than month to month budget. Can you please add an option for this such as a "budget ann" or "budget ytd"? Selecting the option "this year" will give me the annualized amounts, but there is no way to change the effective date and retain that format as it reverts back to the month over month.

    68 votes

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    2 comments  ·  Financials  ·  Admin →
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  19. Campaigns Without Tickets for Online Donations

    Event Campaigns should be able to be created without needing to sell tickets. This would streamline online donations targeted for a specific purpose or campaign. The campaign could then have a specific URL and QR code created, like campaigns already do, but without needing donors to purchase a ticket, it could take them right to a donation page that is tied to the fund attached to that campaign. This would create more efficiency around event campaigns, continue the trend of online donations becoming more popular and accessible at events, and reduce the additional time it takes to manually attach donations…

    67 votes

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    2 comments  ·  Campaigns  ·  Admin →
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  20. Grant refunds post to spendable option

    Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.

    65 votes

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