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154 results found

  1. Notify donor when a recurring grant is about to expire

    Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.

    8 votes

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  2. On Hold Grants

    It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.

    15 votes

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  3. total funded on grant catalog

    Our grant catalog has over 60 applications at a time. It would be helpful to be able to see how much has been funded when you open the catalog. It would be great to have a "total funded" field at the top of the grant catalog page so we could see at a glance the total amount funded so far.

    4 votes

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  4. Ability to Reorder Grant: Grants>Document Bucket>Grant Documents list

    Please allow for the reordering of the results in the Grants>Document Bucket. Specifically, it would be helpful to reorder by date Created and/or GrantID.

    9 votes

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  5. Grant notify details needed

    Our fund holders love the grant notify email (confirming the grants they have submitted) however many have asked for more details. They would like to have Grantee address included to confirm that the correct location was selected. They would also like to see the amount formatted to dollars.

    2 votes

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  6. Optional Grant Letter

    Create a "Need a Letter?" checkbox much like the one for tax receipts when processing donations

    2 votes

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  7. Add Next: Review and Submit Grant Requests

    Add NEXT: Review and Submit Grant Requests on the New Grant Request page when there is a grant in the Unsubmitted Grant Requests "cart." And, make the NEXT: Review and Submit Grant Requests with a blue background so it draws attention that this needs to be done.

    7 votes

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  8. Make Grant Service Area multiple choice instead of dropdown.

    Currently Grant Service Area is a dropdown option and a user can only select one option. However, we currently use Grant Service Area as individual counties and a grantee may serve more than one county. it would be extremely helpful for reporting and tracking to have this field as a multiple choice instead of restricting to one option.

    4 votes

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  9. Anonymous grants should not have advisor listed on grant (should not auto populate)

    Hi there - it would be super helpful if when a donor advisor marks their grant "anonymous" that the advisor would not auto populate. It should be blank - thank you!!

    10 votes

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  10. Grant Documents

    It would be nice for the Grant Document to be available to print prior to Approving and Posting the Grant...this would come in handy if the individual that typically signs the grant document will be out when the grant is actually paid. This way the document is signed and ready to be enclosed with the check payment

    3 votes

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  11. Pending grant requests should be listed on grants tab of donor portal

    It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.

    11 votes

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  12. Refund Grant via Electronic Transfer

    The Refund Grant option only allows for cheque refunds. There needs to be an electronic refund method in the refund voucher. As it is now, it is only cheque which then goes into the till.

    6 votes

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  13. Require Primary Advisor Approval

    When a fund advisor is the primary fund advisor but also marked as the one that MUST (Require Primary Advisor Approval) approve any grants from the fund and they submit a new grant in the portal, they must still approve their own grant.

    The explanation in CSuite (?) says "If enabled, grant requests made by anyone other than the primary fund advisor must first be approved by the primary fund advisor before being converted to a grant". That sounds to me like the primary fund advisor should NOT have to approve their own submission.

    The advisor doesn't even receive any…

    3 votes

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  14. grant letters

    So, the wording in my grant letter is different based on if it is being sent via check or ach. It would be ideal if I could specify grant letters based on a profile. For example, profile 3162 is an organization that receives ACHs, I would like to be able to specify that any grant to that organization would use the ACH grant letter.

    8 votes

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  15. grant payment filter

    It would be helpful if there were a filter option within the Approval buckets to list any grants where the payment in the Grant Payment Schedule still needs an approval. It's easy to miss in the process and there's no way to know if that first approval step has been made for all grants before moving onto the second round of review and approvers.

    4 votes

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  16. grant types - multiselect option

    grant types - multiselect option.

    Some Funds and Grantees have more than one area of interest. I would like to have a multiselect option for Grant Types.

    Perhaps in the back end, there can be an option for multi-select OR single select on a fund/grantee. Then those who only have one grant type across their system would be able to just have one. Orgs who have a need for multiple types, can change it to a multiselect option.

    8 votes

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  17. Add/modify e-mail recipients for grant award letters

    Often, the grant writer is not the primary contact for the grantee organization. It would be very helpful to be able modify the email recipients for grant award letters.

    2 votes

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  18. grant catalog - do not require all fields

    When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.

    2 votes

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  19. 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.

    41 votes

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  20. Last Grant Date

    It would be helpful to have the Last Grant Date for a nonprofit show on a grant request. There is no way to confirm organizations' addresses for every grant that is processed (7,000+ annually); however, if the grant request could pull in the last grant date, it would prompt us to confirm the address if the last grant was older than/not within a certain timeframe.

    3 votes

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