1483 results found
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Import In Kind Donations
Can we add In kind donations to the donations import? It would require gl fields to be added, but it could be a huge time saver.
1 vote -
Allow grant requests to be submitted when a fund's available cash balance is insufficient
Problem and use case:
Some DAF foundations/organizations operate in a model where grant requests are submitted before funds are transferred into the fund. The vetting, due diligence, and approval process must happen first, and the donor does not send money until after the grant has been approved. As a result, the fund will almost always carry an insufficient cash balance at the time a request is submitted.
Currently, the portal blocks fund advisors from submitting a grant request that exceeds their available cash balance. For organizations that follow this workflow, this restriction makes the grant request feature unusable, forcing them…
1 vote -
Description: We would like to request native DocuSign integration within CommunitySuite (CSuite). Currently, DocuSign integration appears to
Description:
We would like to request native DocuSign integration within CommunitySuite (CSuite).
Currently, DocuSign integration appears to be available in other Foundant products such as Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM), but not within CSuite. This creates a gap in workflow efficiency for organizations that rely on CSuite for fund management, donor engagement, and grant processing.
Adding DocuSign integration to CSuite would allow organizations to:Streamline document workflows (e.g., fund agreements, donor acknowledgments, and grant-related documentation)
Reduce manual processing and duplicate data entry
Improve turnaround times for signatures and approvals
Maintain a centralized system of record within…1 vote -
General Ledger Selection by Year on Fund Profiles
In our previous software, we could simply select the year that we wanted to view for each fund in the general ledger by using a dropdown menu containing the year. Adding this option to fund profiles would be much easier and faster, and less cumbersome than running a general ledger search.
1 vote -
1 vote
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aging for A/R and A/P
Based on the many comments over the years of people asking for this I don't believe there is a full understanding of what we need. Attached is an example of the aging format that an auditor is requiring us to provide as of a fiscal or calendar year end (historical). This is something that we'd need for both A/R and A/P. Please provide reporting that allows us to pull historical data in this type of format.
thank you
1 vote -
DAF Internal Grant LYBUNT/SYBUNT Reporting (Internal Grant Activity)
We are looking for enhanced reporting capabilities for Donor Advised Funds (DAFs), specifically around LYBUNT/SYBUNT-style tracking based on internal grant activity rather than donations.
Currently, it is difficult to:
-Identify DAFs who gave (via internal grants) last year but not this year (LYBUNT)
-Identify consistent vs. lapsed DAF grant activity over time
-Create clean rollups at the fund/advisor level without significant manual work (often requiring Excel exports)Use Case:
Foundations want to proactively engage fund advisors who may have lapsed in their granting activity, similar to how LYBUNT/SYBUNT is used in traditional fundraising.Suggested Functionality:
-Native LYBUNT/SYBUNT filters for internal…1 vote -
Tasks: add ID name to the columns displayed
On the tasks tab, the due date, type, description, ID #, assigned to, and created by are displayed.
Is it possible to add the column that shows who is attached to the ID # (such as the "grantee" or "profile name"?
Thanks.
Carrie1 vote -
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
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