1058 results found
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new portal
Many things can be renamed or turned off on the left side navigation of the new portal. However, under the "Grantee" tab the left side navigation lists "Summary, Grants and Scholarships". I think we should have the ability to turn off scholarships particularly if you do not use that language with your grantees and there is a student tab that has scholarship info. It seems like it would cause some confusion. I realize some orgs my call their grants or donations scholarships so it would make sense to be able to turn this particular section off and on for grantees…
1 vote -
Auto-input fund advisor contacts when sending documents that have been uploaded to a grant file (ie. grant report)
When uploading documents (ie. a report) to a grant file, there is now the option to 'email' the document, as well as sharing it with the donor in their fund portal.
The email option currently auto-fills the email address of the grantee organisation, however it would be ideal if the email template pulled the email addresses of the fund advisors of the grant for ease of sharing the report with the funder.
It would be great if the copy field were blank, or also pre-filled the fund advisor email contacts as options, as opposed to just the grantee contact.
1 vote -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
Customize additional buttons in grant request of portal
We would like to see the option of adding customized buttons with drop downs on the make a grant page of the portal. We would like to add buttons to allow donors to choose special funds we use for regional granting without searching or to choose something like declining ATS for the year with one click.
Having the ability to add buttons and drop down options would serve customer needs with less keystrokes and allow our messaging to direct them to the button rather than a list of steps to take to find what the button would allow.1 vote -
Fund Restriction Reporting and Naming
For the fund level restriction coding Default Restriction has a reporting field name of "funit type Id" and "Fund Restriction" but Spendable restriction and Principal Restriction are "spendablefunittypeid," "spendablefunittypecode;" and "principalfunittypeid," "principalfunittypecode."The naming convention is not consistent with the front end field display, and is not intuitive. Additionally the Fund (Default) Restriction is available in custom reporting, the others are not, and in the fund export the Fund (Default) Restriction is not near the other fields. I would prefer them all to be consistent in naming, and all reportable in custom reporting.
1 vote -
development@eccfwi.org
Add a feature for grants that they can link to a Pledge on a profile. When someone gives a grant from a Pass-thru fund to a fund that they have a pledge, I am not able to link it. I need to cancel the payment.
1 vote -
Import Stewards to specific funds
Please make it possible to import stewards to the respective funds. The bulk edit function that is available would be quite time consuming as we have 1000+ stewards to link to funds. Thx
1 vote -
GLM post by payment
In order to track our commitments, we would like to use GLM and have it sync to CS. The advantage to using it in GLM instead of recurring grants in CS, is that we can refer back to the commitment to see the awarded amount, what has been paid, and what is left to pay. The problem is, if it is a multi year commitment, when created, the total amount will hit the GL. We would only want the $ amount to hit the GL as it is being paid, not the full amount in the 1st year. Can this…
1 vote -
Add Organization Name and Contact Title as Template Fields for Grant Award Letters
Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.
1 vote -
Term Investment report for "Investing Fund"
When entering the information to calculate interest on term investments in bulk, is there a way for the Select Dates for Interest Calculation Description to include the term investment “Investing Fund” or “Short Name”? This would be similar to the merge fields in the templates.
When these entries are exported and sorted, there is no reference to what term investment the interest goes to.
1 vote -
Changing Fund for Online Donations
I wish to see an easier option to change a fund after an online payment is submitted - similarly to cash or check processing where there is an easy button specifically to change the fund.
1 vote -
Tax Receipts - Enable Multiple Recipients and System CC
Please can you revisit the idea of allowing tax receipt to be sent to multiple contacts on a profile even when sending in bulk. Please also give us the possibility to have a copy of the communication sent to our system email.
1 vote -
Allow for Nestled Opportunities
It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.
1 vote -
Grant Catalog Item Donations
Currently, Grant Catalog only accepts monetary donations to support the needs of Grantees. We would like to propose an additional option allowing donors to contribute essential items, which could then be tracked through the platform. For example, we envision connecting Grantees with local hardware businesses to provide computers and other tangible resources.
1 vote -
Global Search - search report names and ids
I would like the function to search by report name and report ID in the global search.
1 vote -
event income statement
Add date filters to the Campaign Income Statements, that allows for information to be pulled for specific date ranges - i.e: to be able to view the IS for a specific period or month rather than the current YTD.
This ability will assist with audit preparation as some events cross fiscal years
Note - this request has been made multiple times and archived.
1 vote -
grant catalog field on bulk donation upload template
When we integrate GLM to CSuite for Grant Catalog use, there is no way to add the grant catalog identifier to the bulk donation upload template. We have several foundations that do Giving Day and they have nonprofits apply in GLM to participate, we integrate to CSuite for Grant Catalog. While some donate online and it works great, many people donate in person on Giving Day with a check or cash. In these cases (and could have upwards of 200-400 cash / check donations), our accounting department has to add the grant catalog field after they complete the bulk upload…
1 vote -
Suggestion for Multi-Fund Grant Distribution in C-Suite
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…
1 voteDo you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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Vendor report
It would be great if we can download in excel or csv a report from a specific vendor like all payments made to this vendor in 2024 , per fund.
1 voteYou should be able to create this in reports. In Custom Reports, find the Voucher default report. This can be grouped by Vendor (or filtered to a specific vendor). The Amount and Amount Paid fields can be totaled by column. This report defaults to current year, so the Voucher Date filter can be changed to the date range you need (including All in the relative filter).
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Merchandise sales for items that all proceeds are to benefit the Fund
Currently event ticket sales is the only place to post an item to sell where the proceeds will benefit the fund. This is confusing for some folks how it appears to the buyers. We are selling a book where the proceeds will benefit one our funds. In the future there could be campaigns selling a t-shirt or other items with all proceeds benefitting the fund.
1 vote
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