1107 results found
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Donation Advisor Salutation please add tax receipt template fields.
We send matching gift acknowledgement letters to the donor whose gift is being matched. Our current fix is their full name and then we must remember to edit. Someone else proposed this idea two years ago and it was archived.
3 votes -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Last Note/Task Date on Donor Report
Having the last note date from a profile on the donor report would be incredibly beneficial. This may get too complicated as there are various notes (grant, fund, opportunity, etc.) vs. the specific task types that can be edited. However, it would aid philanthropic/donor services teams to easily run the donor report and view team/staff activity compared to donor/donation activity (like last donation date and donation summary data).
3 votes -
Fund Beneficiary Grantees/Funds: Add ability for a fund to designate its own fund as beneficiary
Some fund agreements require a portion of spending be reinvested back into the fund's principal
Currently, CSuite does not allow a fund to be its own beneficiary. Therefore, a manual journal entry is processed annually to reclass the reinvested amount from spendable to principal. And it is must be entered after Create Spendable Grants has been completed.
Example:
- 80% of spending granted externally
- 20% must be reinvested into the fund's principal
- After "Create Spendable Grant" runs, a manual journal entry is posted to reclass the 20% from spendable to principal.Having the ability to designate the fund…
3 votes -
Navigate to donation home page after bulk marking tax receipts as sent
After marking tax receipts as sent can the page navigate to the donation home page. (See screenshots below - Not real data)
3 votes -
Fund Profiles Sorting
Please give the 'Fund Profiles' table on the Relationships Tab the ability to be sorted by column. Currently it automatically sorts by profile name, however, when there are 5-7 profiles linked to a fund with multiple categories of links, certain information can be hard to read.
I would like to be able to sort by category. Thank you.
3 votes -
Profile Permissions by Designation
We'd like the ability to limit profile access based on profile designations. For example, if a profile has the Vendor designation activated, only certain staff should be able to edit the profile. Right now there is only 1 set of profile permissions that isn't dependent on the designations.
3 votes -
Steward
Create settings for Stewards. We would love for Stewards of funds to get notified if a donation is made to a specific fund.
3 votes -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
3 votes -
Link Grants to Campaigns
We’d love to see the ability to link grants to a fundraising campaign, the same way donations can be linked. Sometimes grants come in as a direct result of campaign efforts, and right now there’s no way to capture that connection.
Having this feature would give us a clearer picture of the true impact of our campaigns and make reporting more meaningful. It would also help us tell the full story of how our campaigns generate support—not just through donations, but through grants too.
3 votes -
interfund grants import
I would like the ability to import a spreadsheet for internal grants. It is possible for 'regular' grants, but not for internal grants at this time.
3 votes -
Fund History Report Pie Chart Numbers
On the Fund Profile History page the actual amounts for the grantees are only visible if the mouse is hovered over a piece of the pie chart. It would be great if this pie chart could show the number values so that it can be used in greater detail at meetings with Fundholders.
And/or, the ability to export the pie chart to excel to make these edits ourselves would work well. Right now it can only be copied as an image.
3 votes -
Donation Notify Email Subject
Request: Add the ability to customize the subject line of the Donation Notify Email.
Clear, tailored subject lines are essential for fund holders to immediately recognize the purpose and source of the email. As it stands, the default subject line is vague and can appear suspicious or irrelevant. Allowing subject line customization would improve clarity, trust, and overall communication when donations are made to a fund holder's fund.
3 votes -
API - to connect CSuite to another accounting system
API to connect CSuite GL transactions to another accounting system.
3 votes -
API for RE
API to connect Profiles, Donations & Fund data to RE
3 votes -
API for Salesforce
API to connect CSuite CRM, Donation, Fund and Grant data to an Account and/or Contact in Salesforce.
3 votes -
charity check disable or bulk action
We are an Education Foundation supporting our local K12 public schools. Our grants are directly to the District, to individual teachers, or to higher ed institutions. The Charity Check feature presents difficulties. We need a bulk action to set "No Charity Status Check" or a system wide option to "Disable Charity Check" as these features do not serve our present situation.
3 votes -
receipt donation function shows unposted donations
Currently, donation receipts show in list before posted for receipts. If they only appeared after posted, it would reduce the potential error in sending out a donation receipt too early, but allow for a placeholder to be made.
3 votes -
Nonreported Individual and Household Duplicates
Duplicates are not being caught if the profile has a prefix or suffix vs. the same profile without the prefix or suffix listed. For Example, Dr. Audrey Hauser vs. Audrey Hauser are the same people but are not being reported as a duplicate. Could we have C-Suite ignore prefix and suffix to catch duplicates?
Duplicate households are not being caught if household names are inverse. For example, Hauser, Audrey & Olson, Cameron vs. Olson, Cameron and Hauser, Audrey are the same households but not being reported as duplicates by C-Suite. Could we have C-Suite catch duplicate household names regardless of…
3 votes -
pull donation reports from profile id upload
Hello,
We have a need to pull donations for certain subsets of profiles, which we achieve by running profile reports and filtering. However, we need to pull donation reports for these. Which would be simple if we have the option to upload IDs (as you do for other reports) and then be able to run a donation report on that uploaded list.3 votes
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