April 8th, 2026 Feedback for Online Fund Request
Please post your feedback here
Gavin Patton
shared this idea
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Andrea
commented
Our new fund opening process is very donor-centric in the early stages, and funds are not set up until the donor has met and discussed with our Philanthropic Services team and narrowed down their intent. Donors can be very fickle and submit requests that are impractical. We have a work flow outside of CSuite that seems to be working very well for us. I don't think this self-service aspect of fund requests is going to enhance CSuite's functionality - especially since an internal user will still have to go set up the fund.
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Lenora
commented
I typically create funds by copying a similar existing fund of the same fund type. It would be great to be able to copy another fund's settings when creating a fund off this form.
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Erin Holcomb
commented
Occasionally, we have more than one person that is not a household but two individuals that are setting up a Fund. That would be helpful!
Would like to have a person be able to complete a field without it mapping to the Fund, so we can capture other information.