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  1. 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.

    22 votes

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    2 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 14 votes

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    Under Consideration  ·  5 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 990 tax class

    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.

    19 votes

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    Under Consideration  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Grant- post by payment option

    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.

    14 votes

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    3 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Need to Disable Fund Advisor Portal Grant Tab Drill-Down

    Because our grant payment lines did not migrate cleanly from GE into CSuite, we need the ability to disable the new feature that allows a Fund Advisor to drill-down into the Payment Details on grants.

    Ideally, it would be great to be able to turn it off / on by Fund but for now, we just need to turn it off across the board.

    Additionally, we are finding that the Grant Status shown on the grant summary page is not always the same as on the Grant Details Page when a grant is moving from request to complete. This drives…

    8 votes

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    1 comment  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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

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

    11 votes

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    Planned  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Turn off notifications when deactivating CSuite user

    When we "Make Inactive" a CSuite user when an employee leaves, it should automatically turn off any notifications to that user.

    Currently, we have to remember that a person is receiving "grant request notification" emails for example, and uncheck the box manually BEFORE deactivating the user, or else those emails will continue. Worse, when you go to see whether they are included in the list of people receiving this notification, their name won't even appear... which requires you to reactivate the user just to be able to turn the notifications off.

    It's nice when you don't have to do these…

    35 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Multiple contacts for Organizations

    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.

    13 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Bulk Edit - Payment schedule date and grant date

    We would really love to have a bulk edit option for the payment schedule date and bulk edit date. To offer some context from an accounting perspective, the concern is that the grant date and edit payment schedule dates are different especially when grants are entered or submitted on a certain date but are needing to be paid on a schedule, typically a Friday for us. The grant date is what drives the date the expense is posted to the GL. We have had to manually update the payment schedule date and the grant date for each grant since there…

    9 votes

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    3 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 12 votes

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Recurring Grants- Voucher Date

    We have quarterly operating grant transfers we process. We have set these up as recurring.

    1. Hate that you have to wait until that exact date to post them if you are trying to work ahead. Someone has mentioned that and I have voted on.

    2. Most importantly- When these recurring grants are created... the voucher date should default to the next date on the recurring grant record- not the day you go in a create those grants. All of these grants that are recurring are electronic and we do in large batches. After I run the large batch.... I have to…

    7 votes

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  12. Full Filtering Functionality in Grants Paid Bucket

    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.

    5 votes

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  13. Grant Description Required in Donor Portal

    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.

    36 votes

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    2 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Changing Invoice Accounts

    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.

    9 votes

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    3 comments  ·  Grants, Grantees, Grant Types  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Ability to run System Stats by date (or at least by year)

    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.

    9 votes

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

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

    7 votes

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  17. Send an email confirmation of grant recommendation to advisor

    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.

    10 votes

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  18. Grant request notification for staff

    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?

    3 votes

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  19. Ability to Edit Grant Catalog Alert Message in Recommend A Grant tab

    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.

    7 votes

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  20. Ability to choose specific Spendable Grants

    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 .

    3 votes

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