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1246 results found

  1. Scholarship Directory (Similar to Nonprofit Directory)

    We would like to request that Foundant consider creating a scholarship directory similar to the Nonprofit Directory. We would like a place to easily share our scholarship names, descriptions, and photos to our students, parents, donors, and community. We would like to maintain this directory directly in C-Suite so that it can communicate externally and with SLM, if possible.

    42 votes

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  2. Profile changes (ex: name, address) should not update historical information.

    When a profile is updated with a name change or address change CSuite is then updating all historical items, example if a grantee had a check cut under on old name and they changed to a new org name that historical check is now showing that it was cut to the new name. Historical checks and gifts should remain static and not update to the new information.

    42 votes

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    1 comment  ·  Profiles  ·  Admin →
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  3. grant type guidestar

    It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.

    41 votes

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  4. Bank reconciliations

    It would be helpful on the Bank Rec screen to be able to refresh or filter the screen based on checked/unchecked items. So once items have been checked off, you can refresh the screen to show only what has been left open. It would save a lot of time scrolling up and down while doing a rec.

    41 votes

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  5. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.

    Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.

    I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.

    Desired improvement would be a functionality…

    40 votes

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    6 comments  ·  Reports  ·  Admin →
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  6. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    40 votes

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  7. Campaigns and Opportunities Flag When Entering Donation

    When a donation is entered into the system, it would be helpful if any campaigns or opportunities associated with that profile were displayed, so that the gift can be properly credited. There could be an alert that displays as soon as the profile is chosen, if the profile is connected to a campaign or opportunity. This would be a big help when tracking the success of a mailing campaign, for instance.

    40 votes

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    0 comments  ·  Campaigns  ·  Admin →
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  8. Include Custom Fields in "Add Financial Filter".

    Please add Custom Fields to the list of filters available for
    Financial reporting. We maintain custom fields on funds.

    39 votes

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    6 comments  ·  Financials  ·  Admin →
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  9. Enable Two-Factor Authentication via Text Message

    Create text message two-factor authentication option for donors. (Many are not savvy enough to figure out Authenticator.)

    38 votes

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  10. online donations creating new profiles each time

    A donor should have the option to use their existing profile in the system instead of creating a new profile every time they donate.

    38 votes

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  11. Add # of Gifts field to Profile reports

    You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.

    38 votes

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    2 comments  ·  Reports  ·  Admin →
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  12. History of Fund Advisors for a Fund

    I would like to be able to see who has been a Fund Advisor for a specific fund over the course of time.

    38 votes

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    1 comment  ·  Admin →
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  13. Attached files sorted most recent at the top (or options to select sort).

    It would be helpful to see most recent activity at the top of the attached files instead of having to scroll down to the bottom or have an option to sort by whatever column you'd like.

    38 votes

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    4 comments  ·  Files  ·  Admin →
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  14. A notification to your email when an email bounces back in the system.

    A notification to your email when an email bounces back in the system.

    38 votes

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  15. Multiple contacts for Organizations

    It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.

    37 votes

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  16. check approval

    It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.

    37 votes

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  17. Turn off notifications when deactivating CSuite user

    When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.

    Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.

    It's nice when you don't have to do these…

    36 votes

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  18. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    When filtering a custom report on a field with dozens or hundreds of entries (Ex: fund account listings) you currently need to check one... checkbox...at...a...time. This forced exercise in patience and eye-straining focus is simply unjust. We don't need the carpal tunnel injury lawyer sharks to start circling our Foundat dev team. Let's agree that the humane solution is to grant the user the civilized option to hold down shift while selecting between checkboxes, to auto check all the ones between them. Just 2 clicks needed for a range, not 200.

    letshifthappen

    36 votes

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    Proposed Idea  ·  2 comments  ·  Other  ·  Admin →
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  19. Grant Notifications for Internal Grants

    Notifications to alert Fund Advisors that their internal grant/donation has been sent within the Foundation.

    36 votes

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  20. 35 votes

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