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  1. 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…

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  2. 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 vote

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    Proposed Idea  ·  Holly Spitz responded

    Do 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

  3. 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.

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    Proposed Idea  ·  Holly Spitz responded

    You 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).

  4. 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.

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  5. When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.

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  6. In the Giving Hub if a Fund has multiple FA can they be listed within the Fund.

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  7. For the new portal I know you're able to login and view all of the funds you are a fund advisor for and then click into that funds overview. Say I am a fund advisor for a few Library funds in the area, is there a way to have one page that shows the summary of each fund? To view them all together?

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    0 comments  ·  Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

  8. When we generate fund statements for mailing, we also export a CSV of the fund advisors who should be receiving the statements to merge into an envelope. When the CSV is generated, contact information is not exported for organizations, only individuals. This is critical as fund statements should go to certain people within the organizations and sometimes even multiple people within the organization. Please fix the CSV export!

    1 vote

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  9. We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.

    1 vote

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    Proposed Idea  ·  Holly Spitz responded

    In the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.

  10. We just sent our first bulk batch of transfer requests using the functionality in CSuite and were so excited! Previously, this was so tedious and having this "new" option was so optimistic!

    Could we please have the ability to pull the transfer "description" into the transfer letter? We request both grants and fees and have one template for this, however, there is no way for the advisor to know what we are requesting whether it be a grant reimbursement or admin fees without this description line pulling.

    Hopefully, since it's an existing field in the system, it would be an…

    1 vote

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  11. CSS suggestion - could the color coding of the Fund drop down box be different than the content? If you make it anything other than white or a light color, the fund drop down box gets lost.

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  12. We enter vouchers for all credit card purchases. However, the new voucher refund does not allow you to "deposit" the refund to the credit card account; only bank accounts are listed. Instead, I have to enter a negative voucher and apply it to the credit card. Would be great to have the credit card account listed as one of the accounts to deposit the refund.

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  13. Can you please make profile custom fields visible/hidden according to a profile's designation, e.g. grantee/vendor/donor etc.

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  14. I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.

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  15. After posting fund fees, please allow for an export of the transaction detail. Currently once can only copy the detail and paste into excel in order to then be able to sort and analyze the data for volume of income from different fund types - an important part of my analysis, as I want to see how much partially-endowed funds are providing in comparison to fully endowed & non-endowed funds, as it's the most popular segment but the most active & unpredictable in terms of contributions and granting. Have an export will help immensely.

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  16. We have a Campaign - Race (5k Run/Walk).

    Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.

    • Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
    • Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.

    IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.

    I apologize if this isn't clear. I have to figure out the best way to solve this problem.

    1 vote

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  17. We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  18. Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!

    1 vote

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  19. The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.

    For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…

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    1 comment  ·  Other  ·  Admin →
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  20. Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.

    Smart tips would be helpful in creating a new term investment for distribution fields.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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