1484 results found
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Grant Limits for Specific Fund Advisors
Some of our families with Donor Advised Funds want to involve their children in grantmaking but want to set a "budget" that limits the amount that their children can grant (EX: $5,000 annually).
Can there be a way for us to set up logins for these adult children but limit the amount they can grant annually?
This function would be a great selling point for families to open a DAF and encourage philanthropy to their kids in a controlled manner.
9 votes -
Multiple Funds Linked to an Opportunity
It would be nice to have the Fund field on Opportunities to be able to link to multiple funds. We have several donors with more than one fund, and opposed to setting up an opportunity for each fund, we'd like to have one opportunity for stewardship per profile.
9 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
9 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
9 votes -
Enhanced User Login & Engagement Tracking in Community Suite
We push people to the Portal a lot, but right now we really don’t have a good way to see how often people are actually logging in.
We can’t easily tell who’s active, who hasn’t logged in for a while, or whether people are using the Portal the way we hope they are. Without that info, it’s hard to know what’s working, where users might be getting stuck, or how engaged our fund advisors and other users really are.
It would be incredibly helpful if C-Suite could make basic login details—like last login date, how many times someone has logged…
9 votes -
Voucher refund - allow edit fields
Please update the Voucher Refund process and the ability to edit fields. Currently when we process a refund on a Voucher, the word “Refund” is in the Description field and we are not able to update any other fields should we want to. It would be helpful if it either copied over the original description and included the word “refund” within that copied description OR if we had the ability to update it ourselves so we could reflect what the refund entailed. We find that when we look at the transaction through the GL lens, we must dig into what…
9 votes -
Short Description separation from Long Description
The short description and long description of a grant request on the catalog is not differentiated in any way. This looks a bit messy to the donor who may only want to glance at the short descriptions as opposed to reading the entire long description for each grant request. It would be very beneficial if there was a separation between the short description and the long description such as a line, a larger space, or even just bolding the short description and not bolding the long one.
9 votes -
Expand Character Limit for "Fund Beneficiary Grantees/Funds" Description Field
The description field for a fund beneficiary grantee has a limit around 250 characters. This is where we enter the grant purpose for these organizations so they understand how to use the grant. We have several funds with purpose language that is much longer than 250 characters. It would be helpful to expand this field to have an unlimited character limit.
9 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
9 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…9 votes -
Email History: Display Attached files (non-system generated)
My understanding is that on the Email History on a Profile, it will only display the file that was attached if it's system-generated.
It would be useful to display the attached file for emails sent MANUALLY through CSuite, too.
9 votes -
Custom Reports
Is there a way, if not, could there be a way to filter the Custom Reports by employee. For example I'd like to only see my reports listed at times. Also, the headings of each area...could those be changed to a bold print or color print?
9 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
9 votes -
Allow Fund Advisors to manage their notification settings
I think that the Fund Managers should be able to toggle the "Grant Notify" and "Donation Notify" buttons on our off at their leisure. It would be nice if this is something that they could have a hand in managing for themselves when they login to the portal.
9 votes -
paid invoices bucket
The paid invoices bucket has the oldest invoice at the top rather than the most recent. Please resort this bucket so newest invoices are at the top when you open the paid invoices bucket.
9 votes -
Fund Beneficiaries
If an organization is a beneficiary of a fund, I would like to see that on the recipients profile, not only on the Fund profile.
9 votes -
Affiliate Portal Permissions
We are creating an affiliate program as a Foundation, and our Foundation has been in existence for over 30 years. Some of our affiliate partners already have funds set up with us because they are historical partners. We will provide a different level of access to donor information and donation amounts for our affiliates. We are running into setup roadblocks because several permissions are set as global or fund-level permissions that would be helpful to have on a more granular level—at the individual fund advisor and/or affiliate level. Specifically:
Look Back Dates - Right now, this is a global-level permission…
9 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Attach a file to fund statements
We would like to be able to attach a file - letter, image, etc. - to fund statements. This would enhance fundholder (donor) relationships and communication. We easily do this for our fundholders who receive paper statements and would like to be able to mirror the communication for our fundholders who have receive electronic statements.
9 votes -
notes
It would be great if when adding a new note, you could add it to a household as well as individuals within the household. Or add multiple people onto one note.
9 votes
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