1483 results found
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Adding Custom Fields
Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.
2 votes -
Net Deposit amount on Securities Tax Receipt
Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.
2 votes -
Nonprofit Directory Catergory colors
Please update the website so the colors on the category buttons can be adjusted. Currently, there is no way to edit these, and they are illegible to users.
2 votes -
Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
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Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…2 votes -
opportunity letter - need option to email
When using an Opportunity Template, the only option is to print the letters, there's no option to email them. Please incorporate the option to email letters in batch (all records selected from the listing of open opportunities) for Opportunities.
2 votes -
grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
term investment - need 1099 interest report
A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.
2 votes -
Permission are misaligned for grants
The ability to remove and modify a "grant advisor" on a grant is tied to the permission "delete" in grant permissions. Can the ability to modify a grant advisor by linked to "edit" or a separate grant permission type? We have tried to limit access to "delete" in all permissions, but multiple staff need the ability to modify grant advisors.
Staff that are generating grant letters use advisor field to acknowledge fundholders in grant conveyance. Staff often need to modify the advisor from an individual profile to a household profile, especially when grants are initiated by an individual through the…
1 vote -
opportunity sort
It would be nice if opportunities listed on a profile were sorted by type vs ID so that like opportunities were together. We are using opportunities to identify giving history to our annual gala (recent decision and clean up). The type lists the year of the support but since the opportunities were not created in year order and are often very much in the past, looking at the list is confusing. And other types of opportunities could be mixed up in the list as time goes on.
1 vote -
Bring Back Fund Search Functionality
As a side effect to fund search enhancements that added Short Name results, the fund search was downgraded in other ways. Now, we can't find a fund containing a number-letter combo in the name unless we search with the exact number-letter combo.
For example, a search for "1010" won't find a fund with "1010A" in the name. I have to search for "1010A" to find it. Another example: a search for "365" won't find a fund named "Give365". This is incredibly annoying, as we use number-letter combos for all of our agency funds, as well as other funds.
I have…
1 vote -
Ability to Restrict Anonymous Giving for Specific Funds
Some of our international partner countries have regulatory requirements that prohibit organizations from receiving anonymous donations for certain funds. Right now, the Giving Hub applies the "give anonymously" option site-wide, so we're not able to turn it off for specific funds while leaving it available for others.
We'd like the ability to disable the anonymous donor option at the fund level, so we can meet these regulatory requirements without limiting anonymous giving across our entire portfolio. This would help any organization operating across borders with varying donor transparency laws.
1 vote -
Giving Hub Check Out - More Obvious Profile Buttons
Please make the different profile options on the GH check out page more obvious (see photo). Our donors often miss this and it creates a lot of clean up on our end.
1 vote -
Generate a Ticket when you "Add Profile" to an Event
When I add a profile to an event, I'd like to auto generate a ticket id for them to ensure all guests are tracked and accounted for
1 vote -
tax receipt email subject line
The tax receipt email subject line currently says "Donation tax receipt". It would be very helpful if we could edit the subject line in the thank you/receipt email to donors. Sometimes we want to send an email to thank a donor for an advised donation or a grant from a foundation. Those do not contain a tax receipt.
0 votes -
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api.
I'd like a connection between funds and profiles available through the API. Perhaps the fund could have a fund steward listed in the api results for the fund.
1 vote -
toggle budget timing
I would like a statement of activities that shows percentage of monthly budget and also percentage of annual used, but would be happy if I could toggle the budget calculation to run separate reports for each time segment. Currently if you want each calculation you have to make manual changes to each fund/account combination which if not time effective.
1 vote -
ACH Direct Debit through stripe
It appears that there is no way for a donor to use the donor portal or advisor portal to make a ACH direct debit with out Stripe charging a transaction fee. Can Foundant please update and establish an ACH Direct Debit payment option.
1 vote -
Public Security Ticker Symbol Verification
Run a ticker symbol check or allow users to edit ticket symbols without unposting/deleting. Currently, if the symbol is incorrect, the current workflows requires the transaction be deleted, then reentered with the correct symbol. There is no way to edit. Requested on behalf of Alaska Community Foundation.
1 vote -
Add Ability to 'Show/Display' Vendor ACH Details
Add the ability to 'show/display' a vendors ach details. Requested on behalf of Alaska Community Foundation.
1 vote
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