1144 results found
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Make Service Area dropdown multiselect
Currently Grant Service Area, Profile Service Area, and Fund Service Area are all a dropdown options and a user can only select one option. It would be extremely helpful for reporting and tracking to have these fields as a multiple choice option to improve reporting and tracking
1 vote -
Grant catalog simplicity requests
We just launched a fundraising effort for one grantee via grant catalog. However, on the grant catalog page, we are worried that donors won't know to go to their cart after adding an amount and clicking ADD. We decided to link for marketing purposes to the individual grant request as the process of donating is simpler given it takes you to your cart automatically, but that page doesn't show total funded like it does on the main grant catalog page. We request either an option on the main grant catalog page to allow donors to be taken to their cart…
1 vote -
Tax Class as way to globally remove organizations from portal
I'm not sure where this specific idea fits in terms of a category. We have certain types of tax classes in our system that are not eligible to receive grants from donor-advised funds. We would like a way to globally use this field to remove these grantees from view in the fund advisor portal.
1 vote -
Include Check Numbers on the Bank Reconcile Report Export.
The Bank Reconcile Report is a clean and concise view of the monthly reconciliation. It lists everything needed: Transaction ID / Post Date / Check Number / Description / Check ID / Debit / Credit.
Unfortunately, the Check Numbers are missing from the Export feature and much needed for our monthly data.
Included on attached documentation 1) a screen shot of the Bank Reconcile Report and 2) a spreadsheet of the Export.
1 vote -
Grant Catalog
I would recommend the following improvements for the Grant Catalog:
Have the option for the viewer to see the projects listed in a horizontal format, text only no photos, exactly like the option that is available in the Giving Hub Portal (SHOW ADDITIONAL FUNDS).
Create a way to export QR code links through a report. We are not going to encourage the use of QR codes because we either have to go through the process of sending out the link to each project individually, or saving the image for each project and then sending them out individually. It is a…
1 vote -
designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
1 vote -
Scheduled Reports and Time Ranged Filters
Allow scheduled reports to change the date within the report. For example, if I want to see how many profiles are created weekly, I could schedule the report to go out weekly but would have to manually change the date range of Created T's. Could we have a scheduled report that also modifies time frames that filter the report.
1 vote -
Add Filter and Export Options for Scholarships in Fund Advisor Portal
When a fund has the Scholarships tab enabled in the Fund Advisor Portal, advisors can click into each scholarship to see detailed information about awarded scholarships.
Unlike the Grants area, which includes both filter and export options, the Scholarships area currently offers neither. This means fund advisors must manually copy and paste the on-screen data into Excel if they want to filter, sort, or analyze scholarship information.
Adding filter and export functionality, similar to what exists in the Grants area, would make it much easier for advisors to review and work with their scholarship award data directly in the portal.
1 vote -
Sort Deposits
My Christmas Wish List Item 1:
We currently have 4 match months going on. It would be awesome if we could sort the recent deposits by fund name. This would help us to ensure that all of our incoming credit card deposits get tagged to a campaign! Thanks!1 vote -
Option for a donor to select if their donation is to be applied to the principal or spendable balance of an endowed fund.
For endowed funds, We would like there to be an option somewhere in the donation process for a donor to select whether they would like their donation to go towards the principal or spendable balance of the fund.
Right now all donations are automatically applied to the principal but we have some donors that will make a contribution to the spendable balance of a fund in order to cover the difference for a grant/scholarship going out.
1 vote -
Create a report for removed files "found to contain a virus and no longer accessible"
We had an attached file removed by the system and it was only by chance that it was noticed.
An auto email notifying of removal, or the ability to have on demand or regularly scheduled reports listing removed files so they can be re-uploaded would be useful.
1 vote -
Balance Swaps related to public securit donations
When a public security donation comes in to an investment account for a fund that is associated with a different account, a balance swap recommendation appears as of that donation date. It should not show up until the sale of those securities has been recorded, so the swap amount equals the actual cash in hand rather than the donation value. Without a change, errors can easily occur and create confusion with reconciliation of transactions at the end of the month.
1 vote -
Grant Request Log - Add changes to grantee before grant creation
If an online grant request is submitted and the grantee is changed by a staff member before the grant is created, the log should show us the original information. It only shows the original grantee IF the original was already a profile. If the grantee was manually entered, and a staff member changed the grantee to an existing profile, the original grantee is blank in the log.
Please add a log of all grantee information from the original request (grantee name, address, etc.) if it was entered manually and then the grantee was changed before the grant was created.
This…
1 vote -
bulk update
There should be a way to bulk update amounts and target dates on opportunities, either through an import or a bulk actions.
1 vote -
Campaign Fundraising Income Statements - add filters
In Campaign / Events / Income Statements - please create the ability to add filters. Currently, on fundraising events, the income statement pulls revenue from a fees/general ledger account that does not relate to the actual event revenue and should not be mixed in with the fundraising general ledger activity. This results in always having an incorrect Income Statement for Fundraising Events tied to specific fund types where other fees might occur.
1 vote -
Add option to add a Custom Field to view on a profile's Donor link
Add the option to be able to add a Custom Field in the Donor link on a Profile when viewing a Profile's donation history, if the organization has added a Custom Field associated with a donation. Currently, we have a Custom Field that can be viewed only when we open each donation. We would like to be able to see at a glance, the Custom Field when opening the donation history on a profile. Currently we either have to open each donation to see this field or run a report for a donor when we want to see this field.…
1 vote -
Create option for recurring or batched manual fees
It can be time consuming to enter manual fees on a monthly basis. We have a lot of fixed recurring fees that are different for each fund. Would love a way to set up a recurring manual fee on a fund that would run automatically for a set period of time. Or - a way to enter monthly manual fees in batch rather than individually going to each fund.
1 vote -
Transaction Detail in Fund Statements
It would very helpful for our fiscal projects if we could include a transaction detail report in fund statements. We are currently using a work around of including an activity detail report that includes account numbers and additional reports for donations, invoices and vouchers that shows the customer/donor/vendor name. All transactions are reported twice because there is no current method to list them with account number and name.
1 vote -
Subaccounts
It would be very helpful if subaccounts could be shown in the portal on the statement of activities. Our fiscal sponsored projects are having to contact the foundation for a report with the level of detail they need. They should have the option to expand to the subaccount level on the portal.
1 vote -
Imports to a Linked Donor Fund
I would like to be able to upload a donation import file that includes donations to a fund that has linked donors.
Today my import failed because the file had one donation to a fund with a linked donor. The linked donor on the fund was also the donor in the import file.
1 vote
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