CommunitySuite Idea Lab
47 results found
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Fund Advisor Portal Enhancements Please
Although the current fund advisor portal element of the C-Suite platform does offer fundholders the opportunity to make grant advisements, the process is not very engaging and the design appears to the user as more of a back-office accounting process, rather than an engaging user experience. This is resulting in limited use by fundholders, resulting in more manual processing in the advisement and accounting work required in approving the advisements and processing the grant payments. Do others feel that you would benefit form a more engaging fund advisor portal experience? We appreciate all that C-Suite does for us, we are…
145 votes -
notes on donor portal
Please link donation notes so they are viewable in the donor portal. It is labor-intensive to have to compile all the notes for a particular fund and send them on to the fund founder. We recently had 168 gifts made in a donor's memory and had to pull these into a separate file to share with his widow.
17 votes -
Donor Portal - rename it in Foundant to Donor Portal from Fund Advisor
Can the "Fund Advisor" section when viewing a fund be renamed to "Donor Portal" to more accurately reflect it's function? We have different levels of Fund Advisors. True advisors, statement recipients only, etc. Not everyone connected to a fund is a Fund Advisor which creates confusion within the system.
57 votes -
Recurring grants
Our old software isolated recurring grants in the donor portal which was very helpful for the donors/fundholders. It would be great if the donor/fundholder didn't need to scroll down on the grants tab to view recurring grants in the middle of multiple rows of grants listed but instead have a separate tab to "manage/view recurring grants".
9 votes -
FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor
On the Fund Portal at the top the text says Fund Advisors for anyone who has access. This is confusing as many people with access are not Advisors (for example statement recipients for Designated funds). Please change this text to say something like Fund Access. This label is causing some of our people with fund access confusion about what level of access/advisory privileges they have. Fund Advisor is a specific term for Donor Advised Funds.
23 votes -
Grant "in process"
Continue to show grant as "in process" rather than "paid" until the check is actually posted.
20 votes -
Recurring Donation - give donors option to end or change amount on portal
It would be nice if recurring donors could login or follow a link in their monthly receipt email that would allow them to edit or cancel their recurring donations instead of having to call our office to make any changes or stop their donations.
135 votes -
Recurring Donations - Allow Donors to Edit
I just spoke to a donor who expressed their frustration with not being able to adjust their recurring donation after it is set up - it would be a great option to our recurring donors if they could easily change the date payments are drafted, donation amount, as well as the card being used. Is this already possible and I have somehow missed it? Thanks!
24 votes -
Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"
Please consider the term "Portal Access" rather than "Fund Advisor," as a great many individuals in the system have access to a fund portal but are not what we would consider a "fund advisor." They have no advising capability but can view tabs in the portal. The term "Portal Access" covers so many more situations and is much less confusing, even internally.
15 votes -
Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
10 votes -
Donor portal: Add a required check box when submitting a grant to confirm Grant Eligibility
It would be helpful to have donors acknowledge and confirm with a required checkbox before submitting a grant to confirm that the grant they are submitting is not to be used for Non-Eligible Grantees.
Meaning grants cannot be made for memberships, fulfillment of legally binding pledges, tickets to events, or anything else that provides benefits to the fund holder.
We have several donors that submit grant requests where this is unclear and we have to call and confirm. This checkbox would allow them to acknowledge and call us if any questions about the grant's intention come up.
14 votes -
Highlight Create Request on portal when fund advisor does a grantee search
Feedback from donor, the Create Request link when searching for a Grantee doesn't look like a link. Highlight or different colored text to draw attention to the Create Request so fund advisors know it's a link! Thank you.
4 votes -
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
4 votes -
Profiles: jump link to get to grants listing under grantee summary in donor portal
For donors who give to many orgs, it could take a lot of scrolling to get to the Grants listing under the Grantee Summary. It’d be great to have a jump link to skip from the top of the page to the top of the Grants listing.
7 votesWe plan to display Grantee Summary, Grant History and Grant Requests on different pages with the upcoming Fund Advisor Portal enhancements.
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grant request ein
It would be great if the person requesting a grant request through the portal has the option to enter an EIN rather than us having to research this information.
18 votes -
Grant refunds post to spendable option
Please create an option (like the donations checkbox) or change the functionality so grant refunds post back to spendable. Cancellations post back to spendable, but not refunds. They are essentially the same only one has a refund check to deposit to the bank.
67 votes -
Change the language of finalizing donation.
"cart" seems tacky, don't you think?? donors aren't buying anything!!
Make donation now, complete donation, anything would be better.
Or give us a space to edit in styles.30 votesPlan to release to Sandbox in February, 2024.
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Check box for terms in grant recommendation form in Fund Advisor Portal
It would be wonderful to have a checkbox that fund advisors must click on when recommending a grant, so they are verifying that no goods and services would be received when recommending a grant. We do have verbiage saying that by submitting this grant recommendation you agree to the terms, but I think a checkbox would be more noticeable.
17 votes -
FA Portal - ability to see voucher description
Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.
2 votes -
Add Details under Recurring Grants on Donor Portal
On the Donor Portal (Fund Advisor Portal), we like the recent enhancement that allows a Donor to click on an individual Grant Number to see the payment detail. What we really need is the same feature for Recurring Grants, so that when the Donor clicks on the Recurring Grant ID, they see the grants that have been paid thus far as part of the recurring grant. It should also include the next date.
35 votes
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