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5 results found

  1. 990 Report - Option to filter to DAF

    We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.

    14 votes

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    0 comments  ·  990 Report  ·  Admin →
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  2. Anonymous Donors in 990 Report

    Want donor's marked as anonymous to be anonymous in 990 report export. Some donors have to be completely anonymous and can't even be identified in 990.

    9 votes

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    0 comments  ·  990 Report  ·  Admin →
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  3. 990 Grantee Report - International Grantees

    For the Form 990 I need to get a list of foreign grants. In my old system I could sort the grantees and get the foreign ones. Please add a way to classify a gratee as foreign and them add that to the filter. I am sure there are other NFPs that need to get their foreign grants in an easy way.

    3 votes

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    Proposed Idea  ·  0 comments  ·  990 Report  ·  Admin →
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  4. CRA reporting

    For the new CRA Reporting function, running a T3010 report of grantees does not include schools. We issue our scholarships directly to the universities, so we need the report to include these payments.

    I thought when I ran it initially the schools were there, but running it now for our auditors, they are not. A fix would be great, thanks!

    1 vote

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    Proposed Idea  ·  0 comments  ·  990 Report  ·  Admin →
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  5. Tax Class from GLM

    I'm not sure if this is a CSuite or a GLM idea. Why isn't the tax class field a standard field in GLM so when you sync the grant you do not have to remember to edit the profile? We end up with a lot of agencies without a tax class when it is time to run the 990 reports. Very time consuming.

    1 vote

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