181 results found
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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!
1 voteRelease Note: Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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Set Grant Type & Letter Template in Batch or Default Grant Type Based on Fund
When processing grants in the New Bucket, I need to run Charity Check, set the grant type, set the letter template, and post & get approval. It appears that I can run Charity Check and Post in batch, but I still have to open each grant to set the grant type and grant letter. If these could be done in batch or even default based on the fund, the process would be much more efficient.
10 votes -
Print grant letters for checks only and email grant letters for electronic grants only
Currently, if a check run has both electronic and check grants, every grant letter is printed when you click print grant letters and every grant letter is emailed when you click email grant letters.
It would be great if the system only emailed grant letters for grants that are being paid electronically, and only printed grant letters for the grant s being paid by check.
Alternatively, another set of buttons could be added to "Email grant letters - electronic" and "Email grant letters - checks", etc so that folks can still get letters for the full check run if needed.48 votesTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Add Internal Grants to Grant Cycle
Add the ability to include internal grants to a grant cycle
22 votes10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content. This will allow for better organization of the fields within a grant Catalog. The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.
From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog. Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants. Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.
Grantees Tab will be house all of the Grantees information. On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.…
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Gift/Grant Reports Since Inception
Love the ease of pulling grant/gift reports from the fund's main profile, but really wish there were either an "all" or "since inception" field. We often run these quick reports while on the phone with someone, and it never fails that I have to stop, go back, look at the fund's start date, hit grant report again so that I can add an inclusive date range. Silly, but slightly aggravating!
15 votesThe following was released in March: Funds: Added the ability to run all date range for the donation, voucher, and grant reports for funds. The all date option can be found under the relative dates. When displaying the report formats to show date range from Min to Max.
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1 vote
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Check Template: Add grant contact, business title, and salutation to check templates
Greater Worcester Community Foundation is transitioning from FIMS to CSuite. We print the grant award letter on the check stub to communicate formally with the grantee. This saves a lot of time when preparing the mailing. We would like to see grant contact, business title, and salutation added to check templates, so that we can continue to personalize the communication.
4 votesYou can now use the vendor fields for this information on our check templates.
{{vendor_mailing_label}} []
{{vendor_name}} [Community Food Bank of Eastern Oklahoma-Merge this one]
{{vendor_org_contact_label}} []
{{vendor_org_contact_name}} []
{{vendor_salutation}} [] -
Vendors Paid report parameters
Currently organization grantees are not pulling into the Vendors Paid report for 1099s even when the vendor record has the "need 1099" box checked. We often pay organizations with grants, and a few of them need 1099s. The IRS does not care whether or not the income was from a "grant," so please remove the parameters that are not allowing these organizations to pull into the Vendors Paid report so we can correctly issue 1099s!
4 votes -
attach a tribute to an internal donor advised fund grant
I couldn't vote for "interfund tribute" BUT I talked to Support and they said it's not an option to attach a tribute to a grant
Just restating the previous Idea Lab: Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.11 votes -
Tribute & Tax Receipt Templates: Adding Custom Fields as Template Fields
We like to have custom fields available in both tax receipt templates and tribute templates. They're available in grant and check templates now, but not in these 2. We have uses for them, sometimes as workarounds, and extending these templates to have those fields would be really helpful.
13 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Historical grants - Newest to Oldest
When viewing the historical grants, it would be great if they sorted in reverse chronological order (newest to oldest) instead of oldest first.
81 votes -
email grant letters
Now that we have the ability to email grant award letters (yay!) it would be so helpful to have the option to email the letter to multiple email address in addition to the primary email via Check run Batches.
Thanks!
31 votes -
REMOVE CHANGES on user interface made 05/04/2022 to colors, fonts, overall page look and feel. This change worsens readability
Please reverse changes on screen. The highlighted red is gone..which we used as prompts for next steps. WE will be calling/chatting with support just to write grant checks needing to go out today. VERY Frustrating as a new user. PLEASE change back
1 vote -
Filter grants from Fund Profile in Grant Reports
it would be great when on a fund profile and pulling a grant report from the left-hand grant menu that grants could be filtered for grant description and grantee. When a fund has a long list of grantees it is a manual process right now. And/or being able to adjust the column view (to go by grantee and/or date) would be great too!
1 vote -
Coding options for gifts - in addition to type of grant e.g. environment, need sub code for unrestricted, etc.
Please provide us with more coding options for gifts received - this could be via subcode. We would like to be able to report on gift designations including unrestricted. We also need an additional code, on if we need to send a grant report and the date it might be due from a particular gift. Thank you!
1 voteCustom Fields is a great way to capture addition fields and you can make them required.
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Better aging reports for AP
It would be helpful if we had more robust options for the aging report in AP. When you do the historical AP, you lose the dates (although they're listed for the grants payable). I'd love to see those dates.
21 votesEnhancements to Payables were released on 11/2. Here is the release note:
Accounts Payable: Updated the Accounts Payable list to include an aging schedule for Accounts, Grants and Scholarships Payable based on the date of the Voucher, Grant or Scholarship. Enhanced the Historical AP left menu option which populates a report that will “age” the payable by year based on the payment line detail for the grant or scholarship record. This report is commonly requested at year end as audit prep begins. The Grant or Scholarship ID has been added along with the award date. Columns have been added that reflect the payment line detail by year.
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Copy Daf Grants (and others) and then change as needed
COPY AVAILABLE FOR CREATING GRANTS - it would be so efficient to be able to copy a previous grant and then change amounts, etc after so that other things that do not change don't have to be re-entered such as descriptions of unrestricted, letter template, area, covid code. This would be sooooo helpful especially during busy daf grant season which is already upon us. Also this would be very helpful for those working remotely (like me) who have very slow internet - it takes about 15 seconds to choose an item in a dropdown menu and to add one more…
4 votesThere is a current option in the left side menu of a grant record that allows a User to copy a grant record. Once copy is selected, the new grant can be edited to reflect any changes.
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Grant Advisor Field
Grant Advisor Field should be part of the initial grant creation process.
1 voteThe grant advisor can be set when creating the grant once the fund has been assigned.
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More Fields to set for Designated Fund Beneficiaries
I would like to be able to set Grant Type, Service Area, and Grant letter template when setting up the beneficiary, so they don't have to be edited every year, since they are likely the same every year.
29 votes -
990 Report Grant Purpose
For the grant purpose, the IRS directions say "Don't use general terms, such as charitable, educational, religious, or scientific." Is it at all possible to have the 990 report pull the "Description" field instead of the Grant Types that are very general?
We typically have to report every single grant to an organization that we give more than $5,000 to because of the specific restrictions/designations on each gift. We would not be able to group them all under one general description which I believe is what the new update on the report would do.
990 Schedule I general instructions for…
3 votesClients can use the details from the left hand menu to see the detail of the description fields.
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