13 results found
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Maintain features exclusive to fund advisors in the donation portal
The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that…
17 votes -
New Portal: Option not to show Available to Grant/Spendable on the Portal
We would really like to have the option not to show Available to Grant / Spendable on the Fund Portal. Sometimes this is a negative amount which is confusing to fundholders. There were two different Idea Lab posts about this for the current portal that are now marked as "Not Planned" because of the new portal. Please make showing Available to Grant/Spendable optional by fund in the new portal.
10 votes -
Custom fields available to sync when merging profiles
Please can you allow us to keep information entered in custom fields when merging two profiles.
9 votes -
Recurring Gifts to Nonprofits
Add an option in the donation portal for public givers to make recurring donations to Nonprofit Directory Listings. Functionality currently limited to support Funds. A majority of the recurring gifts made through our previous platform were to nonprofits.
7 votes -
Decision Date - option to bulk update
Bulk update Decision Date for non competitive grants created in CSuite.
7 votes -
Fund Advisor portal - Not view all fund advisors
When a fund advisor logs into the fund advisor portal, is it possible to not list the other fund advisors for the fund?
On endowed funds, beneficiaries receive statements/have access, and I would rather not have one beneficiary know who all the other beneficiaries are.
3 votesThe list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.
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Dont show all Donor Addresses in the Fund Advisor portal
When allowing a donor address to display in the Fund Advisor Portal, default to only showing the primary address. The current behavior shows all active addresses, which can look extremely sloppy when there are many active addresses, and has the potential to allow a fund advisor to see addresses that might be considered private on the donors profile but still active for use internally.
4 votes -
Add Grant Card Fields to Reporting
At this time, no fields are available in custom reports. There is a wonderful report built into the grant card groups (just by hitting the export button), but there is no way to recreate this in custom reports for all grant cards together. Instead you have to manually click into each grant card group and export each group to it's own file. This is not a good solution. If the grant card fields can be exported into an excel file from the grant card group, can we please add these to custom reports so that we can actually make use…
5 votes -
Rev Share Start Date
When creating a new fund, can the Rev Share field include a start date like the Admin Fee field now does? We don't apply rev share until a fund is fully endowed.
3 votes -
Sending emails in csuite
I asked about this last year, but posting fresh again to maybe get back on radar. If you want us to use your platform for sending emails and keeping track of correspondence, we need to look professional when doing it. Sending an email in Courier with no signature or logo won't cut it.
12 votes -
Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
7 votes -
Donor/Fund Advisor Portal Donate Tab
Currently the "Donate" tab in the Donor Portal shows the name of the individual's fund and any funds we are promoting. We like the option to promote several funds, however, the donor's fund gets lost in that page as it just appears alphabetically. We would love the option to float their fund to the very top so it's easier to find.
35 votes -
IRA Gift Tax Receipt Letters - Salutation & Envelopes
IRA Gift Tax Receipt Letters - Salutation & Envelopes
When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I…0 votes
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