90 results found
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Fiscal Sponsorships/Sponsored Orgs
Currently, the ? icon for the "sponsored org" field indicates this is the vendor the check will be made out to. We're having trouble making that work when giving to a group with a fiscal sponsor, though this is the field we've been directed to use for those situations. The check needs to be made out to the fiscal sponsor, since that's the legal entity, but it makes no sense to put the sponsor in the "Sponsored Org" field, since it's the opposite of that. We're worried staff will never understand what the information in that field means, since it's…
24 votes -
payment 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 entered 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.
22 votes -
Customize grant letters before emailing
We so appreciate the ability to email our grant letters, thank you for bringing that improvement! I imagine this will be more difficult to pull off on a technical level than some other suggestions being made for improvement, so this falls into the category of "shoot for the stars!"
Would it be possible for you to enable the ability to EDIT the grant letters before emailing them? Despite our having many templates in place, to try and cover all of our various scenarios, we find ourselves often having to make edits to the grant letters we generate for printing.
As…
19 votes -
Link internal grant to opportunity
When a fundholder recommends a grant to fulfill an opportunity, there should be a way to link this in the same way a donation is able to be linked to an opportunity.
13 votes -
View Grantee Address While Creating the Grant
It would be great to be able to view and change/select the mailing address of the Grantee from the Grant ID view. Several grantees have multiple offices/branches/P.O. Boxes and this would help eliminate some of those issues. Adding a drop down of current Grantee addresses below where you select the Grantee would be a huge help.
This will also allow our approvers to see that the grant will get mailed to the correct address, versus a different branch or outdated one, before they're being printed on checks and letters.
24 votes -
Grant Catalog - add option for CC donation from FA Portal
Right now, there are two ways to support a project listed in the Grant Catalog - one with a credit/debit card, the other by making a grant recommendation in the donor portal. It would be helpful if there was a webpage that showed both options on one single page. Right now, you have to visit two different webpages depending on how you want to support the project. Combining these options into one page could make for a better user experience. Thanks for your consideration!
8 votes -
Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
19 votes -
Destination funds for internal grants named on fund statements
We just realized that when we pull fund statements, the grantee for internal grants is listed as our Foundation rather than the destination funds. We want the donors to know their grants went into the correct funds, so we'll have to hand write the destination funds on all the paper statements. It would be great if fund statements could name the destination funds for internal grants.
26 votes -
Change Grantee in Grant Request to internal fund
After a grant request has come over from the portal and is in the new bucket, we have the option to change the grantee. However, this only allows us to select a grantee profile and does not include any of our internal foundation funds. It would be nice if there was also the option to change the grantee to a foundation fund and process as an internal grant. Thanks for considering!
23 votes -
Interfund - Fund Name not in Description
Please add the Fund Name in the inter-fund Descriptions & P-Description (currently it just says our Foundation name) of where the grant is going to. Thank you.
15 votes
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