115 results found
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Consolidated Grant Notify Emails for Multiple Grants Posted at Once
Currently, the Grant Notify feature sends one notification email per grant when grants are posted or unposted. When multiple grants from a single fund are posted at the same time, advisors receive multiple separate emails, one for each grant.
I am requesting an enhancement that would allow multiple grants posted from the same fund at the same time to be included in a single, consolidated email notification to the fund advisor.17 votes -
Ensure that the check memo line is being populated in the NACHA files for grants
We would like to ensure that the check memo line is being populated in the NACHA files for grants. Right now, we have to copy over the grant descriptions into the check memo line once they make it to the voucher module. For regular vendor vouchers this is not an issue because we are manually entering this data, but when it comes to grants the description is only copied to the reference number. However, the NACHA file pulls in the check memo line for bank payments which means that our team has to copy over the description for each electronic…
17 votes -
Improving the Grant Approver Process
As a large foundation, we believe the proper way to manage grant approvers is by allowing specific users authority at the fund level. More specifically, this is almost always based on Fund Group, SubGroup, Division, or Segment. It’s very difficult to manage this, though. When assigning approvers, you have to manually choose each fund they can approve, one by one. There’s no way to filter the list of funds, and there’s no batch update function. Other than being time consuming, this can lead to certain funds being missed when making changes. In addition, there are times when all grant approvers…
14 votes -
Recurring Grants
Recurring Grants needs some work!
When viewing an existing recurring grant, Delete is too close to Edit.
When clicking Delete, there needs to be a confirmation warning that a user does intend to delete this recurring grant.
If a recurring grant is deleted, the record should be moved to the Closed section of Recurring Grants or a new section called Deleted. Currently, it's just - poof - gone. Even when there was a grant history tied to that recurring grant.
Fund advisors have the ability to cancel recurring grants in the portal. They need a confirmation warning that they are…
9 votes -
Automate Spendable Calculation
When working with Endowment Funds we have to remember to calculate the spendable balances for the fund each year. It would be great if Csuite allowed you to set a date that spendable balances were automatically calculated for you.
8 votes -
Amount-Based Grant Approval Thresholds with Assignable Approvers
Clients need approval tiers configured by grant dollar amount (e.g., grants over $50K require VP approval) rather than percentages, which don't reflect how most organizations structure financial controls. The addition of named approver assignment per tier would further close a workflow gap that is creating friction for clients with formal governance requirements. This is a broadly applicable enhancement with high adoption potential across nonprofit and foundation finance teams.
Currently, this workflow exists for check approvals only, we are requesting it for grant approvals.
Requested on behalf of CF of the Ozarks, the Foundant sales, success, support, and consulting teams!
4 votes -
Show GLM Reports in CSuite
When you go visit an organization's page in C-Suite, it would be great to show a list of GLM submissions that you could click to open the PDF, much like the list of grants can open the individual grants. These could be arranged by date, so you could easily see the most recent.
11 votes -
Show Organization Name in Charity Check Log
Add organization name as a column in the charity check log to more easily confirm that the right Tax ID is in the profile. Right now, if you need to confirm that a grantee has the right Tax ID on file, you have to run a new charity check.
8 votes -
Recurring Grant - Add confirmation for Delete
In recurring grant records, the Delete button is directly beneath the Edit button. It's easy to click it mistakenly, and there is no secondary confirmation screen to confirm the deletion was intentional before it's done. Please add a secondary step to confirm a record should be deleted to avoid accidental record deletion.
10 votes -
Changing and Customizing the Buttons in Portal
Allow us to customize and change the Changing and Customizing the Buttons in Portal "Previous Grantee or Fund, Search Grantee, and or Manual Grantee"
4 votes -
Recurring Grants Need to Populate in the Request Window Automatically Whenever they Come Due
Recurring grants are not automatically added to the main grant bucket when they come due, whether monthly or annually. Instead, you have to manually open the recurring grants section and move them over yourself. This creates a risk of missing scheduled grants, especially if you only have a few. Automatically moving recurring grants into the main grant bucket at the appropriate time would prevent these oversights.
5 votes -
Improve CC Field Selection When Sending Grant Letters via Email from Document Bucket
When processing grant letters through the Document Bucket and sending them via email, the system automatically populates the “Email” field using the primary email address on the profile.
However, the “CC” field currently requires manual entry, even when additional email addresses already exist on the profile.
It would be very helpful to enhance this workflow by allowing users to select from existing email addresses tied to the profile, rather than manually typing them in.
Suggested Enhancement:
Add a dropdown or selector within the CC field that:
-Displays all email addresses associated with the profile
-Allows users to quickly select one…5 votes -
Add Tribute Option for Grant Requests
PLEASE give Donor Advisors the option to add an in honor or in memory tribute that also links to tribute notifications where we can download tribute letters.
7 votes -
Grant Request Notification - Include More Information
The grant request notifications we currently receive when clients request a grant, contain the name of the fund advisor who submitted the grant request, the grantee name, and the grant amount. We would prefer that the grant request notifications include more information similar to that of the grant request emails that fund advisors receive. The information we would like to see included would be fund name, grantee EIN, grantee address, and grant description.
3 votes -
Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants
We would like for the option to assign a Fiscal Sponsor on the Grantee Designation of a grantee's profile so that it automatically populates on a grant record when it is created for that grantee, similar to how the Grant Type field on the Grantee Designation automatically populates on a grant record. This would save users time and avoid forgetting to add the sponsored org to each grant before payment is processed.
4 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Enable Charity Check Option from the Voucher Bucket
Grants can sometimes remain in the voucher bucket for extended periods and may require a charity check before processing. Currently, there is no option to perform this directly from the voucher bucket.
Allowing users to initiate a charity check from the voucher bucket would streamline workflows, reduce extra navigation, and help ensure compliance for grants that have been pending for longer periods.
TCF3 votes -
Grant Payment Date vs. Check Date
The payment date for grants should automatically become the check date. It doesn't make sense for the payment date to be the date it was approved by us and causes confusion with donors wondering why organizations haven't received checks when the payment date is before the grant date and/or before the date checks are run.
3 votes -
Internal Grants in Bulk
Can a process be created where we can upload in bulk internal grants? Each year there are many funds in Community Suite that transfer funds to our Grant Making fund. It would be quicker and easier if this were able to be completed with a CSV upload instead of having to do all the steps of an internal grant multiple times.
5 votes -
Auto-populate & Log all emails in Grant Email Award Letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields. This would save so much time and not require staff to remember and manually add ccs each time. Alert notes don't even show up in the Email Grant Documents area so there's not an easy way to be reminded of who needs to be cced. There should be an option to automatically include more than just the primary email. Please also add any cc emails sent to the log of the grant and profile. Currently only the primary email…
8 votes
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