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1246 results found

  1. Closed Funds should appear in Red in Relationships tab

    When a fund is closed, it would be nice if the fund name would appear in Red on the relationships tab so a quick look can indicate that the fund is closed, rather than having to click the fund to find out it is closed.

    66 votes

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    Proposed Idea  ·  2 comments  ·  Funds  ·  Admin →
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  2. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    The portal gives donors the ability to set up recurring grants, but once they are entered, the donor has no way to edit them or cancel them without having to contact us.

    We previously used Donor Central and it gave donors the option to "edit" (which actually walked them through re-entering a new recurring donation but with the org info prepopulated) or cancel.

    65 votes

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  3. Last Donation Date does not reflect accurate last gift date

    Currently on the household record, the Last Donation Date does not roll up all donations from the household members. So, if the household has not given since 2021, but a member of the household gave in 2023, that is not reflected in the Last Donation Date on the household record, it shows their last donation was in 2021. This is not an accurate representation of the household's giving. Please have all household and household members giving be reflected on the household record's Last Donation Date.

    63 votes

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    Proposed Idea  ·  8 comments  ·  Profiles  ·  Admin →
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  4. Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor

    Can the "Fund Advisor" section when viewing a fund be renamed to "Donor Portal" to more accurately reflect it's function? We have different levels of Fund Advisors. True advisors, statement recipients only, etc. Not everyone connected to a fund is a Fund Advisor which creates confusion within the system.

    57 votes

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  5. Linking profiles to funds- multiple links at a time

    It would be very helpful and much less clicks if there was an ability from the "link fund" or "link profile" screen on the profile if you could link that certain profile more than once to a fund or other profiles before creating. Like at this screen attached if there were multiple boxes if you wanted to link the profile to another fund, same fund, etc. instead of going back to the profile screen and clicking link again.
    Or at least be able to link to one fund at a time but have multiple fund categories to one fund per…

    56 votes

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    0 comments  ·  Profiles  ·  Admin →
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  6. Back and Forward Button

    To create ease of toggling back and forth between grants, having a back and forward button to advance to the next grant or previous grant.

    56 votes

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    6 comments  ·  System Data  ·  Admin →
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  7. Color code outward facing fields

    In an effort to keep us from changing a field that is outward facing PLEASE color code them all a certain color. It is difficult for us to keep track of which fields have an effect on the portals. Having them all a certain color would keep us from changing them unintentionally.

    54 votes

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    0 comments  ·  System Data  ·  Admin →
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  8. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    54 votes

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  9. Allow fund advisors to run fund statements on portal

    We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data

    54 votes

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  10. Donations: change fund

    Change fund on donation

    I wish there was a way to do a fund adjustment on a donation. There is an option to change donor, but not to change fund. There are occasions where we find this out after the period has closed and there's no great way to fix it.

    54 votes

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  11. Recurring Donations Communication to Donors

    Currently, there does not appear to be a way for C-Suite to generate information in a tax receipt that includes confirmation of the set up of a recurring gift if a donor sets this up online. So, there is no communication generated to the donor thanking them for their recurring gift. Instead, they only receive the standard email/tax receipt acknowledging the current gift.

    If we wanted to send a communication to our donors acknowledging the details of the recurring gift (how often, amount, end date etc.), we would have to send emails manually. I am concerned about the extra steps…

    52 votes

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  12. Recurring Grants - Donor Portal View

    When donors submit a recurring grant through the portal, the request itself is listed in their grant history, in addition to each grant distribution. If we enter the recurring grant through CSuite, they do not see any indication that the grant is recurring in the donor portal.

    We would love for donors to see a similar record when we create a recurring grant to when they submit a recurring request, indicating that we have entered the grant as recurring, with the amount, frequency, and start date, as well as max recurrences.

    50 votes

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  13. Separate the closing of the last period of the year from the closing of the year

    Fund statements cannot be run until the period is closed so we open and close periods multiple times during a period so we can provide fund holders with timely statements.

    Unfortunately, each time the last period of the year is closed the system generates retained earnings entries. If you open and reclose a period, the system deletes the retained earnings entries and repost.

    The multiple deleting and reposting results in thousands of deleted retained earnings entries at year end. Currently there is no way to export or run a report on all deleted gl entries (view is limited to 1000…

    49 votes

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  14. internal grant upload

    Ability to upload internal grants to cSuite from an excel doc in the same manner as regular grants including custom fields and ability to make the gift spendable.

    47 votes

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  15. Fund Advisor Portal: Visibility for grant checks cleared

    As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.

    This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…

    47 votes

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  16. Navigation - Add Save option to left side menu

    Save Button on left side menu

    It would be great to have the save button also located on the left side menu instead of at the bottom and/or top of the screen.

    Thanks!

    47 votes

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    2 comments  ·  System Data  ·  Admin →
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  17. Add option to create a letter from a profile

    I would like to have the ability to generate even a simple letter from a profile, so it auto fills name, address and I can take it from there. Add to the "Create" in the left sidebar please!

    46 votes

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    1 comment  ·  Profiles  ·  Admin →
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  18. Fund Advisor: Make Password visible

    When fund advisors reset their portal password, please add the option for them to make the passwords visible. Requested directly from donors.

    45 votes

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  19. Notes: Collapse list to show most recent with ability to show all

    Notes - many of our profiles have pages and pages of notes because currently each note is shown in it's entirety. I was wondering if we could only show the first 5 (?) lines of a note on the profile. Then have the option to click on a "show more" button or click on the note itself to get the full note to appear. This would allow for an 'at a glance' option to find the note we need to view.

    45 votes

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  20. Donation Notes - viewable in donation history

    It would be great if a fund advisor could view notes made on a donation. We have a new fund where many donors have left very nice memorial notes on their donations, but the fund advisor can't view them. I have to go in and export them to excel and send them in a report.
    The fund was created in memory of his late wife and it would be nice for him to see those notes instead of having to wait for me to send a report.

    43 votes

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    Planned  ·  7 comments  ·  Notes/Tasks  ·  Admin →
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