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246 results found

  1. Flagging Private Non-Operating with Guidestar Charity Check

    Hello! It would be nice for the system to flag if an organization is a Private Non-Operating Foundation and any other type that would pass the Pub 78 as "True".

    17 votes

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  2. recurring grant

    Recurring Grants

    We have the option to save a file attachment to a recurring grant that is created. However, the attachment does not merge/carry over once the grant is created. It only remains on the recurrent grant, which is not helpful when the documentation is needed on the individual grant level as well. Please consider allowing important documents to be attached with grants that are created from the recurring grant list.

    12 votes

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  3. 28 votes

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  4. grant type guidestar

    It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.

    12 votes

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  5. NEW GRANT LETTER PROCESS: Date Stamp for Process Documents in Batch

    The new process to download grant letters in bulk as word document currently has the Batch ID, CheckID, Vendor, Document (grant letter) and Amount. Please add a field to include the date when this batch was created. It's helpful as to not send duplicate grant letters from weeks ago.

    7 votes

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  6. Grant Letters - Word doc batch option

    It would be nice to have the option to correct grant letters in a Word doc batch like we used to have. The pdf option is nice, but it requires having perfect fields and templates. Our small foundation could benefit from the option to spot correct.

    6 votes

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  7. 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.

    29 votes

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  8. grant letter templates

    When creating a grant in Csuite, the grant letter template field just displays "edit". Even if a fund has been assigned a template in system data, there is no way to know what grant letter will pull. If a template has been assigned, it would be nice if that template name displayed in the grant under Grant Letter template.

    10 votes

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  9. 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.

    21 votes

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  10. Increase character count in grant description field

    It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.

    We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.

    4 votes

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  11. Lengthen Grant Summary Character Limit

    We've found that the Grant Summary on a grant in CSuite is only 250 character limit. It would be more beneficial for us if it were 500-1000 character limit as we use this field for our Approved Grant Purpose that in turn, appears on Grant Letters once it's Synced to GLM.

    5 votes

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  12. Template Fields for Award Letters

    I was really excited when the Award Letter template was created however, I am not able to use it to my full capacity because of the limited template fields. The only format a name can be put into the letter is (Last Name, First Name). Especially in fourth quarter, I will not have time to make such manual changes to each letter.

    Why aren't all template fields accessible for each template? I hope they will expand these options sooner rather than later.

    5 votes

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  13. attaching files

    We have a donor who just made 33 grants from their DAF, not using the portal. In cases like this where the portal isn't used, we send them an email confirmation of the grant(s) they recommended and then attach a pdf of that email to the grants in case our auditors want to see the grant recommendation confirmation.
    We also receive donations from donors who want the payment to be split over multiple funds, so the same issue arises on that side as well of attaching the same documentation to multiple records.

    It would be great if there was a…

    4 votes

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  14. grant letter template

    There should be a way to include all funds a grant came from (multiple funds). We can set the total grant amount; but if it's coming from multiple funds, it will only pull one fund name. Currently, we have to edit it in Word. We have many grants that come from multiple funds, so this is very time consuming. If we can do this on a check voucher, it should be able to be done in the letter.

    5 votes

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  15. Grant Letters - Need Ability to Customize Process & Edit Letters

    It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.

    Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.

    Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…

    4 votes

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  16. Create Spendable Grants with Primary Fund Advisor Auto Populated

    Creating Spendable Grants leaves the Advisor field empty. When processing hundreds of grants at a time, this means that we have to go into each grant and assign an advisor so that the advisor name will show up in the grant letter. We would like to see this field auto populated with the Primary Fund Advisor. This will save a huge amount of time and energy!

    6 votes

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  17. Create Spendable Grants with Multiple Beneficiaries w Percentage Option Whole Dollars

    We have several funds with multiple beneficiaries based on a percentage. We do not have an option to round the multiple grant to whole dollars. When creating the spendable grants, we have to change each grant total. Note. Our distribution calculation has the option to round to the dollar with an option of rounding behavior "Normal," "Always Up," or "Always Down."

    4 votes

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  18. Hate Groups, Extremist Groups

    It would be very helpful to have Foundant flag groups deemed as hate groups, and/or extremist groups by using some type of source to notify users that this organization has been flagged when trying to create a grantee profile with a particular EIN, or doing the charity check in GuideStar.

    9 votes

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  19. 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.

    19 votes

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  20. Grant Letter emails should be included in an organization's email history!

    Grant Letter emails should be included in an organization's email history!

    4 votes

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