1102 results found
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Sort Order of Funds in Reports
I would like to be able to adjust the sort order of Funds.
For example, I would like a fund entitled The University Fund to appear under U instead of under T. Or John and Jane Doe Donor Advised Fund to appear under D instead of J.
The report that I use most often that I would like sorted this way is the Fund Balance Report in Financials. I cannot figure out a work around to make this happen.
1 vote -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
donation & grant advisor - populate one should populate the other on interfund grants
Please populate the donation advisor automatically when a grant advisor is chosen manually for interfund grants. Currently you have to go into the donation portion of the interfund grant to add the donation advisor if you manually entered a grant advisor. Thank you!
1 vote -
Raisely Integration - automatic campaign donation recording
The integration of Raisely to Foundant would be very useful for campaigns held externally, highlighting the automatic recording for donation details (donor contact information, donation amounts, and Stripe fees) could be directly populated and tied a specific fund. Similar to how Stripe donations and its donor details are automatically fed through Foundant, rather than having to import a list.
Currently, Funraisin’s integration can only import a donation list and cannot auto/bulk populate donor profiles unless they are individually and manually added and this is very time-consuming when met with extreme amounts of donations.1 vote -
Add Profile ID to Profile Type Report
Would love for Profile ID to be be added as a Field on the Profile Type report. When working to maintain the data integrity, particularly within Profile Types, it's incredibly difficult and time consuming to do when you cannot easily get a count of profiles that are associated with each Profile Type. By adding Profile ID, I'd at the very least be able to export all to Excel and create a pivot table.
1 voteProfile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
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Print current spendable balance in the portal for donors to see.
Print current spendable balance in the portal for donors to see.
1 voteThe spendable balance of a fund should display (unless $-0-, this is feedback we are going to update in the next few months). There is a setting on a fund to hide spendable. Is that enabled? It is in Portal Options>Portal Settings.
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Have the option for a specific fund to not display the "anonymous donation" checkbox when checking out.
We have a specific fund that needs to track everyone who is making a donation as they are using their fund as a flow-through. However, a few members had made their donations and accidentally marked their donations as anonymous when checking out. This made it difficult for the Fund Advisor to follow up with those who had not made their donations. To make it easier for both the Fund Advisor and the members who are donating, it would be nice to have the option to disable/remove the "Anonymous Donation" checkbox from the checkout screen, but only for this specific fund…
1 vote -
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 -
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 -
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
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