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  1. 1 vote

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  2. It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.

    1 vote

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  3. The Allow Grant Request Notes gives us the option for fund advisors to put special instructions in as a note. However, when processing in bulk there is no clear way for the grants administrator to see that there are special instructions on that grant. They would also need to scroll all the way to the bottom to see this in the individual grant. So we have this feature turned off. We would like to turn it on, but we want to make sure that it is clear to our users in the back end that there is a special request…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  4. I would like in a donation report to pull the campaign field. This way we could have a much more detailed donation report or group donations by campaign. Because we would like to see donations that came in because of a campaign and ones not from the campaign in one report. Right now there isn't a way to do this without using the external API and building it in PowerBI.

    1 vote

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  5. Suggestion for Fundraising Campaigns - Allow the capability for donors to create recurring gifts from the donation page.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Campaigns  ·  Admin →
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  6. It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  7. The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.

    1 vote

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  8. It would be extremely helpful to be able to bulk add/link donations to an opportunity. We are seeing more and more memorial contributions, which sometimes result in the creation of a fund. I will go back and link these donations, sometimes in the hundreds, to the opportunity, which can be very tedious.

    1 vote

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  9. An idea to add to the portal! Would it be possible for advisors of funds to have the choice in their portal to toggle donation notifications on or off? Thanks for considering.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. Would like to be able to use an online service called DAFpay. This would allow fund advisors of donor advised funds to make grants through this service instead of going through a donor portal.
    https://www.dafpay.com/

    1 vote

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  12. The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.

    This addition would:

    Help donors find nonprofits aligned with their values

    Make the directory easier to browse and explore

    Support future enhancements such as cause-based campaigns or communications

    The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.

    1 vote

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  13. It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.

    This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.

    Suggested Filters:

    Fund Group
    Philanthropic Interest Type
    (Optional future ideas) Region, Fund Type, etc.

    What other filters would make the Giving Hub more useful to your donors? Please share your…

    1 vote

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  14. We utilize "Check Memo" on scholarship checks to note the recipient's name and student ID, so that in the event the cover letter gets separated from the check, it is clear whose account should be credited.

    1 vote

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  15. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Our grantmaking organization has one large fundraiser each year for 20+ nonprofits. We often have donors who send one check that is distributed across several different nonprofits' funds. When a donor gives one check for one nonprofit, we are able to create a tax receipt using custom fields to share where the gift is routed to. In other words, the tax receipt includes the nonprofit fund, the nonprofit beneficiary, the gift amount, etc.

    However, if a check is distributed across multiple nonprofits and funds, this method does not work. We have not found a way to create a tax receipt…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  17. It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.

    1 vote

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  18. Sometimes you want to run a report to include multiple types of engagement strategies, but not all strategies. There is currently no way to do this in CSuite. If the Engagement Strategy variable type would be changed from Varchar to Array (Like Profile Types) we could select multiple Engagement Strategies at once.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Profiles  ·  Admin →
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  19. Please give us the option to toggle off the option for a fund advisor to request a RECURRING grant through the Portal.

    This is a repost of a previous idea that was closed. I think there was a misunderstanding about what we are requesting.

    1 vote

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  20. It would be helpful to have a report that will show us the scholarships we offer that require an essay and/or open response component. Not all scholarships we offer have this requirement, and we would like to identify the scholarships that do.

    1 vote

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