181 results found
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Create Spendable Grants by fund
Allow the creation of spendable grants by fund, without having to do an entire group or subgroup at a time. We have nearly 200 designated & agency funds, and some require steps with the beneficiary before the funds can be released, per their original fund agreements. It would not be possible to process them all in one run. Or, after selecting a group/subgroup, allow us to select which ones we'd like to process at this time.
8 votes -
Org Role needs to "live" on Org profile not just the Individual profile
Can the Org Role "live" on the organization AND the Individual profile? Working with Margaret on a custom report, I was told that for the custom Grant report that I am building - I want to include an Org Role (Grantmaking Contact for that Org/Grantee) and subsequent individual profile email linked to that Org with that Org Role) for all grants issued last week - cannot be created because the Org Role actually LIVES on the Individual and since it's a grant report, the Org Role link is not available. This Org Role linked information needs to be available please.
1 vote -
Grant refunds should create adjusted amount on the same grant record.
When recording a grant refund, the system creates a new grant record that is negative rather than reducing the paid amount of the grant being refunded. If a payment is intended to be reissued, it would require the user to create a whole new grant entirely rather than just adding a new payment on the same grant. The fund advisor on the portal will then see the original grant, separate grant with a negative amount, and a new grant for the re-issuance. This is also inconsistent with how scholarship refunds are handled which reduces the scholarship paid amount and requires…
6 votes -
Google Translate on Donor Portal
Please make Google translate available on the Donor Portal pages. This is a barrier to access for our Fund holders that do not default to English as their primary language and limits our offerings to them like grant catalog and grant recommendation requests.
8 votes -
Fund History
Would like to be able to skip the time spent loading the charts in Fund History - we are often searching for a specific donation or grant and don't want or need the pie charts. Clicking on donations or grants should directly pull up the list and then if we want or need the charts there should be an option to pull those up instead of having to wait through the time for the chart to load and then the list to load.
Also please change the order to reverse chronological order. The most recent donations or grants are most…
3 votes -
Add Attach a Note for recurring grants
Make same option for recurring as you have for regular grants
3 votes -
recurring grants by percentage
I have several endowment funds that grant annually to the same grantee(s) by percentage, e.g., 50% to A, 25% to b, 25% to C, of each year's annual distribution. And always wanting the checks to be mailed the same day every year. Using beneficiaries and recurring grants, would love a function that would do the annual math since the amount changes each year.
2 votes -
legacy
Legacy global search numbers.
Legacy numbers in global search has become a problem when searching for a profile. To many legacy grant numbers appear and will not allow for profiles. Also now when searching a profile number, many times two appear, because one is a legacy number. On August 5 the release notes state that an update for global search to search for legacy IDs. Is it possible to have this reversed?
13 votes -
All Dates Option
When running a donor/donations/grants/grantee report from the funds page, it would be nice to have an option to select "all dates". When I'm running these reports, I find the majority of the time I want to see all donations/grants to/from a particular fund, not just for a certain year or quarter. I'm constantly typing in a date range of 01/01/1900 - 12/31/2019. Not a major concern, just something I've always thought would be helpful.
53 votes -
Grant refund reporting
It would be nice if there was a reporting option to track returned grants. As of right now you have to run a general ledger detail and then sort all of the data to find credits in the expense accounts.
10 votesThere is a field in a grant custom report, refund grant, that allows you to create a grant refund report. This is a boolean field (so yes/no). Create a grant report with the fields you would like to see, then filter to refund grant is yes.
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Fund Type in Grant Letters
I would like to be able to add the Fund Type (DAF, Designated, etc) in grant letters; however, that field is not available.
2 votes -
advisor portal Grants tab totals
Could the Grants tab on the donor portal total up the number of grants and the number of dollars granted over the life of the fund? Currently, there are two different ways of organizing grants displayed - by date and by grantee - which is great, but it would make sense to have a total at the bottom of each format.
14 votes -
Grant Types
We have a grant type that we are no longer using because it's specific to a fund we no longer have. I would like to be able to delete this grant type, but not delete it from past grants. We still need that historical data for reporting.
11 votes -
ntee
It would be nice to have a field within a grantee that holds their NTEE code and when you create a grants from CSuite it auto populates that code.. Also to have it come over from GLM to CSuite.
2 votes -
Add Grant Area to the 990/Grantee Report
Can you please add a column for Grant Area to the 990/Grantee Report?
4 votesThe grant type has been added to this report.
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Grant Date Bulk Edit Options
When entering grants and scholarships, it would be nice to be able to bulk edit the grant dates. For example, we are behind a couple of days at the end of a month and need to post to the prior month. Currently, we have to change each one individually.
11 votes- Released on 1.23.2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date. Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant. MONKS-2312
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Options to see entire grant history of a fund
It's nice being able to see on the screen gifts given by quarter and year. However, it would be nice to have an option to see the entire grant history on the screen as well. And if we could also sort the rows by column headers that would be great. That way I could sort by grantee name and quickly find the information I'm looking for.
65 votes -
Editing Grant Category
We need to be able to edit the grant category after a grant has been paid. The Cycle is editable, so it seems like the category should be as well.
1 vote -
Filter reports for 990
The donor report for the 990 includes interfund gifts/grants in the report, but since they should not be reported as donations (only the original gifts to the funds should appear in the 990), it would be great if you could automatically exclude those or allow filters to be put on the 990 reports.
13 votes -
New Recurring Grant Feature Suggestion
The ability to include the fund name as a column on the recurring funds page and sort within the columns if possible.
23 votes
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