847 results found
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Cumulative donation field option for custom reporting
I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.
19 votes -
Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
19 votes -
Allow Multiple File Attachments when Creating a Voucher
Currently, you can only attach one file when creating a voucher. Most of our vouchers require more than one attachment, and an extra step is required to attach additional documents before posting the voucher. We would like the ability to attach multiple files when creating a voucher to make the process more efficient. Request by GMF.
18 votes -
fund balance on fund history page
Taking this archived idea back up: It would be great if the fund history page showed the fund balance as of a specific date. This is a great page for our advancement team and with the addition of the balance, everything they want to have at hand when talking with a donor about their fund would be on the same page.
18 votes -
Batch Donation Notify and Grant Notify Emails
Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.
18 votes -
Yearly Tax Receipt Templates Download Word.Doc
Currently, Yearly Tax Receipts can only be produced in bulk as PDF's versus Word Documents. I would like to have the ability to select the file format download you'd like (PDF or Word.docx) for the Yearly Tax Receipt. This would then keep the options for YTR the same independently if you run them in bulk or individually.
Currently, we would need to have something similar to Adobe Acrobat to turn the PDF into a Word Doc.
18 votes -
Optional Grant Letter: Proposed Idea
We realize there was an Idea Lab suggestion to have an Optional Grant Letter. It’s been marked as implemented, with the suggestion to separate check batches. That’s a bit unwieldy, so we’d like to propose a better idea.
We’d like the ability to have default settings for grant letter production, based on the fund. The idea would be that at the fund level, we could specify its grant letter default, either a grant letter or no grant letter. That new field added to funds should be included in bulk edit for funds, so that we can easily establish them. Once…
18 votes -
Allow adding a campaign to a posted voucher
If you post a voucher before you add the campaign, you must unpost it before the campaign can be added. It would be easier if you can add a campaign to a posted voucher, similar to adding a campaign to a posted donation.
18 votes -
grant notification to grantees - have two default emails
Currently the grant notification to grantees includes one default email and the option to manually add a second email notice. Is it possible to allow us to have a second default email load rather than adding manually. We have a number of grantees who have two people they want to receive a notice and it is not conducive to have to always remember to add the second person.
18 votes -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
18 votes -
Check Approval Batch Total
On the screen where checks are approved, it would be nice to have a batch total. We make most payments by ACH in batches and it would be a good control to be able to quickly tie the batch total in C Suite to the ACH batch in our bank portal.
18 votes -
Note block view and sizing s/b across full screen.
Note blocks take up too much space vertically. I think it would be better if the note block covered the screen horizontally with all the ID and date jargon on the top line followed by the note itself. Why is it so limited in the width of the box??? You would be able to see so much more if it went across the entire screen instead of only using 3 1/5 inches across the note block.
18 votes -
Add back Campaign Profile Filters!
We noticed that we lost some of the profile filters when the update to campaigns occurred. We specifically are looking for the "invited to" filter where we could check past/current campaigns to add those profile lists to a new campaign. This is how we regularly build our mailing and event lists, and it was very convenient and easy for us to filter that way in one step. We were bummed to see that filter gone!
18 votes -
text communication to student applicants
I'm on a call with several scholarship managers, several of whom use foundant and we want to be able to communicate with students via text for reminding them about applications, followups, etc... What a difference that would make!
18 votes -
Custom Fields on Scholarship Record - NOT just on Scholarship Award
We need to report on scholarship info such as target high school, field of interest, selection committee, etc. so can share with counselors, etc. Could do that with custom fields. The only scholarship custom fields are currently tied to the award, not the scholarship itself. Can't use fund custom fields because some funds have multiple scholarships. Currently managing all this in Excel.
18 votes -
Hate Groups, Extremist Groups
It would be very helpful to have Foundant flag groups deemed as hate groups, and/or extremist groups by using some type of source to notify users that this organization has been flagged when trying to create a grantee profile with a particular EIN, or doing the charity check in GuideStar.
18 votes -
Sort feature in Till
It would be incredibly helpful if there was a sort feature in the till. I would love a sort feature to organize gift id numbers in order. During my busy season, this was a huge, time-consuming headache. I resorted to using Ctrl + F to locate all the gift numbers that I needed in my deposit.
18 votes -
The ability to inactivate a scholarship to remove it from the scholarship list.
If a scholarship is retired or no longer being used, the ability to inactivate it would be helpful. This would allow that list of scholarships in the scholarships menu to just reflect active scholarships.
18 votes -
copying multifund vouchers
Can we have the option to copy multifund vouchers the same way we can copy single fund vouchers?
18 votes -
salutation/mailing label auto fill
Salutation/mailing label areas of Profile set to auto fill. When entering a profile, it would be helpful to have these auto fill rather than entering each time. Then they could be overridden based on if the profile needs a change. Such as instead of Mr. and Mrs. Jones, override to Bill and Mary.
18 votes
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