1421 results found
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Almost every Technician I speak with when necessary does not know enough about creating and generating Tribute Cards to support us.
Train more techicians to understand the logistics behind creating and generating Tribute cards please.
1 vote -
Featured Fund in Giving Hub Check Out to Seek Supplemental Donation
Beyond being able to promote funds in the grid of funds in the Giving Hub it would be great to have the ability to feature one fund (like the foundation's general fund) during the checkout process to encourage a supplemental contribution in addition to the fund the donor is choosing to support. You see this functionality often on giving day platforms as a way to "tip the host."
1 vote -
aallieri@cfpbmc.org
Enable the ability to disable the “Attach Files” field on the Grant Request screen in the portal. We would like the option to turn off file attachments for fund advisors when submitting grant requests, as this feature is not being used as intended.
1 vote -
Add more options to (and/or the ability to customize) Grant Quick Payment Schedule
Right now there are options for month, quarter, and year. It would be great to have additional periods like weekly or biweekly here. In a perfect world, this could be customized with the same level of granularity as Outlook's recurring appointments (e.g., "Recur every [x] week(s) on: [Date of Week]" with the option for defined end dates)
0 votes -
'List Profile' vs 'List' Side Bar Options
When viewing profiles within a specific profile type, the page layout isn’t very user-friendly. My instinct is to click the top option to access a dropdown of all profiles within that type. Instead, the current “List” button at the top redirects me back to the page showing all profile types, which feels unintuitive. Improving this flow would make it more efficient when discussing profile types with team members who are not in C-Suite as often.
1 vote -
Summit April 20th: Luzmo Data Viz - Default Dashboards
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Luzmo Data Viz - Default Dashboards option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: AI Connector
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the AI Connector option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Email Platform Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Email Platform Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Mobile App
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Mobile App option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Bank & Investment Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Bank & Investment Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Electronic Payment Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Electronic Payment Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Data Visualizations on Portal Landing Page
Enhance the donor portal to support dynamic data visualizations on the fund landing page.
Currently, the portal only allows CSS customization in the “head content” area and does not execute JavaScript, which prevents the addition of interactive elements such as charts or dashboards. In addition, the fund landing page does not expose key data (e.g., fund balances) in the page HTML, limiting the ability to summarize or visualize information across multiple funds.
Suggested improvements:
Enable support for custom JavaScript or body-level HTML in portal pages
Provide a supported method for adding dynamic components (e.g., charts, dashboards)
Expose fund-level data (such…1 vote -
Assign existing profile note to an opportunity
This was a previous Idea from another user that was archived. I'm reposting it here: "Once a note has been created on a profile, it isn't possible to assign that note to an opportunity. It needs to be deleted and then added to the opportunity. It would help if there were an option to edit the existing note and assign it to the opportunity." This would be extremely helpful as sometimes we have discernment meetings that are captured via notes, but the opportunity does not exist yet. It would be great to be able to either copy these notes or…
1 vote -
Add Cause/Category Filtering to the Public Giving Hub Fund List
We manage over 900 funds, and donors visiting our Giving Hub have no way to filter by cause area, grant type, or service area. For a donor interested in Animal Welfare, Arts & Culture, Education, or Disaster Relief, browsing an unfiltered list of 900+ funds is not a workable experience.
The data already exists in CSuite — grant type is assigned to every fund. We just need it surfaced as a filter on the public portal.
Some foundations have built custom fund directories outside the Giving Hub to solve this. At our scale, that workaround isn't feasible — it would…
1 vote -
Fund Statement Email Body
Fund Statement Email Body
Can we tailor the email body to be pulled by division? Currently we have a very generic email sent out since our CF has affiliates underneath us. My thought is to do statements by organization, but then we are having to change the default email that goes out. We are really pushing for email or online statements and this would streamline the process and make it more visibly appealing to donors. Right now our email that goes out seems very generic and spamish.1 vote -
Donor & Donation Dashboards
We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!
Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for…
1 vote -
Bulk Update Assigned Employee on Opportunities
It would be useful to re-assign opportunities from one employee to another in bulk. Specifically thinking about handing things off when there are staffing changes.
1 vote -
April 8th, 2026 Feedback for Investment Strategy: Fund Base Balance Update
Please post feedback here.
1 vote -
Remove option to Leave Admin Fee as Blank
There is currently an option when setting up admin fees to leave it as blank. Since there is an option for No Fee already, is it possible to remove the option to leave it as blank? With No Fee being option, leaving it blank can cause confusion
1 vote -
Adding in a pop-up message/warning to users that are entering in pledge payments that are taken in before the pledge date.
Can there be a popup/warning message implemented for when users are entering in pledge payments taken in before the pledge date? When payments are taken before the pledge date, it can cause issues for the accounting team. Having a popup message put in there alerting the user that the payment is being taken before the date would stop those issues from occurring
1 vote
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