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.

ie, like a little colored dot or something when a recurring grant has come due, or a donation has been made online....

Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..

See the implimented tax class implientation below:

This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.

I'd like the option to allow grants to post by payment like we can for scholarships. For example, the grant committee grants $15,000 paid out over 3 years ($5,000 installments). We'd like the option to have the $5,000 come out of the fund when it is approved for payment, versus immediately.

to be able to produce grant letters at time of preparing the grant, not at time of processing cheques

It would be helpful if we could enter multiple contacts for an organization based on the inquiry (director, grants, treasurer, etc.). As of now, we either have to put additional contacts in a note or create multiple profiles for the same organization in order to have multiple contacts.

It would be very useful to us to have the full filter functionality that exists in all of the other grant buckets in the Grants Paid Bucket. Currently, there are a very limited number of filter fields available. We would use this to filter grants that we would send to GLM. See the attached example.

It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

It would be great to be able to alternate the receivable account for invoices without going and switching the default account for it when you want. I would like to record some to an accounts receivable acct and others to a grants receivable.

The System Stats "snapshot" in system data is cool. It would be REALLY helpful if we could run it by custom dates...or at least have it by year or YTD....this would give us an easy way to quantify certain things (checks mailed, grants entered, donations entered) for our quarterly/annual board dashboards.

Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.

It would be great if a grant recommendation acknowledgement could be sent to fund advisors upon submission of a grant rec via the online portal. Not only does would this notfication thank the user for recommending a grant, it assures them that the grant is being processed.

Currently when an advisor requests a grant we have four staff members who receive the notification email about the request. However, the email only includes the advisor name in the notification. Is it possible to have the notification include the grantee and amount that is being requested?

In the Donor Portal, from Recommend a Grant tab, there's a highlighted alert that reads: NOTE: There is an active grant catalog happening. You can give here.

Let's make this field editable so that folks who've changed the name of their Grant Catalog can offer consistent language for fund advisors.

Need the option added to be able to select ALL or check off specific grants we want to be created when doing the Create Spendable Grant process .