86 results found
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Your Tickets tab Styles donation portal
Please allow styling of the Your Ticket tab donation portal; we would like to be able to have consistent logos and banners on that tab to match the other tabs.
2 votes -
Customize Donor Portal
We would like the option to make modifications to the Donor Portal so during our Giving to Lincoln month, donors who are making grants to participating nonprofits from their donor advised fund can log in and select from the Grantees they've given to in the past, they can then select a check box that this is for Give to Lincoln Day. We could then add the NPOs that are participating in CSuite and this NPOs would pull over to the portal as participating NPOs for our giving day.
2 votes -
email history
I would like to be able to create a custom report or have a report option that showed me email history. This way, I can filter on status for those emails that were not delivered across areas within Foundant.
2 votes -
fund advisor portal summary
It would be helpful to include the Fund Summary on the Home page of a Fund in the Fund Advisor Portal. This is especially important for advisors who may only log in quarterly or annually to make grant requests. While you're at it, show the fund's Image with the summary.
2 votes -
donation page search
At the top of the donation portal page, it would be helpful to have a dropdown box listing the fund beneficiaries so donors can view only those funds linked to the entity they wish to support.
2 votesPlan to release to Sandbox in February, 2024.
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Reclassify Grant Distribution Requests from Fund Advisors
Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.
1 vote
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