34 results found
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Allow notes to be added to closed funds
We closed a fund and wanted to add a note, but closed funds apparently can't appear in the "Fund (Optional)" field on the Add Note screen.
13 votes -
Ability to mark beneficiaries as ON HOLD from the fund
For Designated funds, we often need to keep track of multiple beneficiaries per fund. And with hundreds of spendable grants created every year, there are times when we need to hold a grant from a specific fund, for a specific grantee. Would be great to have an option to hold or deactivate a beneficiary WITHOUT removing them from the beneficiary list entirely.
1 vote -
Fund Internal Description - HTML
Would love the ability to use html in the Fund Internal Description. We would like the ability to add links to our fund document library and cannot currently do it. We have the html box for external fund description, please add for internal!!
3 votes -
Bulk checkmark Yes as "share" in attachments of fund
When reviewing files in a fund, it would be nice to bulk checkmark attachments as Yes to Share. Currently, it is only done one by one and it takes you to a different screen after marking Yes to share for every file.
2 votes -
Changes to Approvers (Grants / Vouchers) Recorded in Fund Log
Is it possible to track changes to grant approvers and voucher approvers for a fund in the log associated with the fund?
4 votes -
Fund as Beneficiary
When an internal fund is the beneficiary of another internal fund, it would be helpful to see the "donating" fund listed in the relationship tab of the "beneficiary" fund. Currently it is a one way relationship - you can see the beneficiary fund listed on the donating fund record. But we would want to look at the beneficiary fund record and see al the different funds that will be donating to it.
The beneficiary feature works great if the beneficiary is a "profile". Just not as great when the beneficiary is another fund.
Thanks for your consideration!7 votes -
Fund Summary move to details tab
It would be beneficial for the fund summary to be on the "Details" tab instead of the "Settings" tab in funds. It isn't logical to be on the settings tab because it's not a setting but rather a detail about the purpose of the fund. Another option would be to put it at the top of the fund page so you can see it regardless of what tab you are on.
2 votes -
Add ability to bulk edit Add Beneficiaries to Funds
We have several fund groups that have the same beneficiary and we have to add them individually. It would save a lot of time if we could bulk edit the fund group to add beneficiaries.
1 vote -
Bulk upload files
Bulk Attach Files visible in each Fund
Reposting this to bring it back to consideration. When attaching a file in bulk to Funds to share on the Fund Advisor Portal, the file is visible in portals. But not visible in each individual Fund. It doesn't make sense to bulk attach a file and then not be able to see it in each fund.
2 votes -
Future Fund Tracking
Our development team would love to have a way within the system to track future funds that are coming once we receive estate gifts. (i.e., we already have a fund agreement, but there are no assets that have been transferred). To me, this sounded like asking for the fund equivalent of pledge vs. promise within the system.
They suggested adding a designation in the system as part of the "open" or "closed" options (maybe "future" or "inactive") so the information could already be entered and tracked within the system. This would streamline info instead of using spreadsheets or other tracking…
6 votesThis sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.
The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:
- Open
- Bequest Documented
- Realization Notification
- In Process
- Closed
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Fund Default Grant Types - permit more than one choice
an idea for the future for donor advised that grant multiple grant types - be able to check multiple areas for Default Fund Grant Types.
2 votes -
Clear spendable: Option to clear by distribution type
When Clearing spendable grants, can there be an option to clear by distribution type?
2 votes -
Master Fund- Attachments & linking notes
Master funds are a subfund of multiple funds (for us 2 a designated and agency portion). It would be very beneficial if any of the attachments or notes that get put on the designated or agency portion get attached to the masterfund automatically OR vice versa where if we attach something on the master fund it goes to the subfunds. If we could have the ability to link a fund like you can for notes but be able to link 1 or multiple funds to one attachment that would be perfect.
Which also- having the ability to link notes to…
12 votes -
Change Fund Group at a Point in Time
For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.
Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.
86 votes
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