1421 results found
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Welcome letter
We would like a feature that would generate a "welcome to the foundation" letter template for new funds when they are set up.
2 votes -
tributes - memorial and honor
For the tributes, I would like to see ablility to be able to have memorial and in honor within the same donation and be able to send out sep
2 votes -
Improve Fund Advisor Portal Edit Recurring Grants Options
In March 2025 fund advisors gained the ability to edit recurring grants. However, they are currently only able to edit the number of occurrences and the next grant. I believe they can also end the recurring grant series. We often have fund advisors that want to edit the amount or change the interval. Although we can change it in our backend, the fund advisors often want the option to do so themselves. We also more often see a change in the amount. Currently their only option is to cancel the recurring grant series and create a new one.
2 votes -
Accents switching to ASCII Characters when put in Portal Cart
If a profile has an accent in their address etc, once it gets to the portal cart, it switches to an ascii character. Same thing happens if the description typed in by the donor has an accent in it, it also switches to an ASCII character.
2 votes -
Ability to put Balance Sheet, Budget vs Actuals/Income Statement on Fund Statements
When working with fiscal projects, we are hoping to teach them how to read financial statements. The fund statement is not a true statement of activity, budget, or balance sheet. It would be easier to send them monthly fund statements with their financials already attached, either through an option or a template.
2 votes -
USPS standardization option
With the change of the USPS validation back to not using the standardization of all caps, it would be nice if we had the option to choose to use all caps, which is USPS standard, if we wanted. That was one of the great features for the USPS validation process for us. We have considerable trouble with mail not reaching its destination and want to do all we can to help it get where it’s supposed to go.
2 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
2 votes -
Tribute Donation Report
The "Donation Report" page for a Tribute shows each gift amount (which we may not want to share with the person being notified) but does not show the mailing address of each donor (which we do want to share). Ideally, the "Donation Report" page would allow us to add or remove columns. The only work-around is via a Custom Report, which shouldn't be necessary.
This is a common-sense revision that shouldn't require action based on the number of votes it receives.
2 votes -
Hide/Filter Statement Vouchers in portal
We would like to be able to hide statement vouchers in the Fund Advisors voucher tab. These transactions are sometimes confusing for the advisor We would like the vouchers they see to be relevant. Maybe this goes further to be able to filter and hide certain vendors?
2 votes -
scholarship liability and expense account
For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.
2 votes -
Grant Letter Email Tracking
Can you make it so that grant letter emails can be tracked? It would be great to be able to run an Undelivered Email report and see if these emails were actually delivered.
2 votes -
Have a Fund Advisor be Able to Upload a Document
Have a Fund Advisor be able to upload a document to staff. This would be similar to using a secure email service.
2 votes -
View/Edit/Delete Custom Field Import
Previous Journal Entry bulk imports can be viewed/edited/deleted easily. The same should be true of custom field imports. Currently there is no way to reverse a custom field import and since these imports can change large amounts of data, there should be an option to reverse or undo the import.
2 votes -
View/Delete Previous Imports for Custom Fields
For Journal Entry imports, you can view previous imports and view/unpost/delete the transactions tied to those import events. The same should be true for the custom field imports. Right now, there is no way to reverse a custom field import if it is made in error. The poses a threat to the data as large amounts of data can be altered and then lost.
2 votes -
Bulk set donor designation
In the portal there is now the option to see household donations, which is a feature we highly requested that was implemented recently (https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/48809117-household-donations-on-donor-portal). However, if a profile does not have the donor designation, they are unable to see the donor portal when they log in as a fund advisor, thus are unable to benefit from seeing the household donations. In order to allow these profiles to see the household donations, I'd like a bulk way to set the donor designation on to profiles. This way they can have access to the portal. Otherwise, this household donation visible…
2 votes -
bulk attach
A HUGE time saver would be the ability to attach one file to multiple journal entries at once. Currently, if the same documentation needs to be attached to multiple entries, you have to do it one at a time. A button on the main journal entry screen for a "bulk attach file" would be greatly beneficial. Say you could upload the file and then select all the entries it needs to be attached to. This pain point comes up all the time with multi-fund entries for payroll and other various monthly/quarterly closing tasks.
2 votes -
Donation Advisors
It would be helpful if we could have more than one Donation Advisor (i.e. soft credit) on all gifts. For example, if a couple gives through a commercial DAF or trust, we can only add one of the members of the couple or the household. If we add the household as the donation advisor, the gift history will only show on the household. That information doesn't flow down to the individuals. But if we add one of the two spouses, that information will roll up to the household. If we could add both spouses, that would be ideal.
2 votes -
letter
I would like to have the field School/Grantee available in a letter template for both scholarship award letters and scholarship letters.
2 votes -
Merge fields for email receipts
We'd like to have more customization ability for auto emails after online donations.
2 votes -
new portal
In the new portal, the Steward is listed in the middle of the fund financials. After the numbers but before the charts. It was at the top of the page in the previous portal, which made more sense. Can we move it out of the middle of the fund financials?
2 votes
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