181 results found
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Ability to sort Grant ID column
Currently we are able to sort all the columns in the Grants section, but we are unable to sort by Grant ID. At times I think it could be helpful to be able to sort by the ID number.
8 votes -
notification for grants
When we set up portal users there are times where we don't want them to see grants out or donations in. However, even when we click no to view, they still get email notifications if they are fund advisors. Why? The notifications should be turned off too. This circumvents the purpose of fund advisors not being able to see activity if they get notified by email anyway. Can notifications be turned off when clicked no on portal?
1 vote -
grants payable report
It would be nice if when we created historic accts and grants payable reports that could be exported. We had to retype the information for our auditors to schedule out when grants expire. Also it would be awesome to have a field in grants that tells when they expire.
12 votes -
Printing Grant Letters in Bulk
Currently I can only print grant letters one at a time. It would be really helpful if I could print them all at once.
11 votes -
Charity Check Once a Day per Grantee
Since there is a limit on charity checks in Guidestar, it would be helpful to be able to run a charity check just once a day for a grantee if we are entering multiple grants to the same grantee instead of running it on each individual grant.
3 votes -
Interfund grant admin fees
We (usually) charge a fee to the fund receiving an interfund grant. Currently we have to calculate this manually and enter as a JE.
7 votes -
Grant Import
It would be nice to have a more robust grant import tool. Something that would include the fund ID (so you don't have to complete separate imports per fund), description, grant type, ... basically everything that could be entered in the grant screen. The current import basically allows you to get items in the system, but then creates a second step to finish up the grant. It's not really saving much time.
2 votes -
Move/Charge Money Between Funds
To be able to insert the following information, without having to do two separate journal entries :
From Fund :
G/L Acct :
To Fund:
G/L Acct :
Description :We often charge funds when a stop payment is placed on a check, or insurance is charged to a fund, additional admin expenses for special projects, etc. There is a lot of room for error with having to do this with two separate journal entries. This would also be beneficial when someone is asking to move money from one fund of theirs to another, which wouldn't be a inter fund…
13 votes -
Creating Templates letters for more than grants and donations
It would be really great if Community Suite were set up for us to create template letters for things like quarterly statements. We never just send the statement, we always include a letter of some kind and it would make things a lot simpler if we could print statements and letters for the same list of folks at the same time.
12 votes -
bulk mark grants complete
I like the idea that we can mark grants complete. It would be great if that screen was more user friendly and let you mark in bulk instead of one a time.
8 votes -
Track how many grants and grant amount requested by each donor advisors to a fund
We have a donor advised fund with 7 advisors This is a fund set up by a family with young adult children to teach them about philanthropy.
The format of this fund is that each adult child can request up to three grants per year with a granting limit of $2,500 per calendar year. Is this something that can be tracked on the advisor level? Is there some reporting that can be set up?
4 votes -
Adding Agency Funds liability amount to Balance Sheet
One of the functions of Community Foundations is to do the back office work for some of the not-for-profits in our area – as is the case for most of our agency funds. The balance sheet is used as an assets under management tool which is why we include our agency funds in our asset total BUT they are not our true assets which is the need for the liability number to show on the balance sheet. Our ability to print financials right out of our software is very important to us and is a requirement for our grantees to…
15 votes -
Grantee Name on grant notification email sent to donor advisor.
Please add Grantee Name when the grant notification is sent to donor advisor. They are unable to tell which grant it is by the grant number.
9 votes -
Master Funds
We have quite a few funds at our Community Foundation that have two components - An institutional liability fund and a designated asset to the not-for-profit that started the fund. Our short name (fund id) distinguishes between the two with the agency fund being a 1 (Example CLUB1) and the designated fund being a 2 (Example CLUB2) In our previous software we were able to roll both funds up into a master fund so the not-for-profit could see all of the support being received together. We have a school system that has 26 scholarship funds and 1 general fund that…
9 votes -
Add County field in profiles and grants
Add a County field under profiles. Also allow County to be entered with a grant. In the case of scholarships, we want to flag the student's county, not the county the college is in. We are a 5 county Community Foundation and our board likes to know where we are serving.
7 votes -
Grant totals for specific date ranges
It would be great if C Suite could provide totals for grants distributed during a date range other than the provided options (year, quarter, etc.) Right now, I have to pull a total for grants distributed since our Foundation's inception, which means I have to export almost 2500 grants to Excel and then total them. I'd definitely appreciate a less cumbersome way to get the total!
5 votes -
990 Report - Grantees
For the 990 Report for Grantees, it would be very helpful to be able to select multiple divisions. For example, we have several trusts and a corporation included in our 990 and each one is a separate division. The Checkboxes option that is offered on the regular Grants report would be a wonderful way to filter the 990 Grantees report.
4 votes -
Add subtotal by division option or subtotal by fund when running Donation and Grant Reports
It would be nice to run 1 Donation or Grant Report and have all information on 1 report
1 vote -
Distribution Calculations
Our spending policy allows us to grant out of funds that are invested for at least 4 quarters, but we base this calculation off of an 8 quarter rolling average to include zero balances on the quarters in which the fund was not invested. This allows the donor to grant out of the fund, but at a lower amount due to the zero balances. In CSuite the calculation is only based off of the amount of quarters the fund is established. We really need the ability to tell the system to include the zero balances in the calculations. Is there…
4 votes -
grant funded by multiple funds
We many times have grants that are funded by one or more funds. It would be great to have the functionality where each fund source shows up as a grant instead of an an interfund grant.
10 votes
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