258 results found
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Include FedID (SSN/EIN) # field to grant request forms
We'd like the fund advisors to be able to input the FedID (SSN/EIN) # when they're inputting grant requests on their end. It takes more time and energy for our people to track down this information, and having it provided from the get go would be ideal!
5 votes -
Grant letter template fields include Household name option
It would be nice in grant letters to have an option to use the Household mailing label name. In our grant letters we like to include "if you would like to say thank you" section so the grantee can directly thank the fundholders. However, I have two individuals in a household that both want their own access to the fund advisor portal, when they individually submit a grant request it appears the only field available for the grant template will be that individual advisor name. However, it should be the entire household that is thanked, not just the one individual…
5 votes -
Student grant totals
When you pull up a grantee's profile, you can see the total $ amount of grants awarded. This would be very helpful if we could have this on Student profiles as well. Currently the student profile shows the $ amount of each grant/scholarship payment, but does not have a running total.
2 votes -
Voiding Grants
The ability to void a grant should not just apply at the grant request stage. If a grant is created from a grant request and then deleted without being posted or having the charity status checked, there is no log of the grant ever existing in CSuite - no log of who created the grant or when they created it. Not until the charity status is checked or the grant is posted does a log exist for the grant. After this, you can’t even look up the grant request if you’ve taken note of the grant request number since it’s…
20 votes -
Organization Fund Advisor Contact Name + Label in Grant Templates
We have a few corporate DAFs where the fundholder recommending grants is an organization profile. Currently on the template, we are able to include the name of the organization and their contact information through the fund advisor fields. We would like to also have the ability to include the main contact person's name and title at the organization. I see where org. contact label is in grant templates, but this is the contact person at the grantee organization and not the fund advisor recommending the grant. Could a field be added that would populate the org. contact name and title…
14 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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mail flag
Several donors would like to receive our annual report by email to save the cost of mailing, others only want info about grant specific events, etc.
To be able to flag outliers would be most helpful.1 vote -
Granting Cards
Would like to able to change the title of the "Giving Card" tab and the URL name.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Quick Glance of Recent Grants
Within a Fund have a box list (similar to Fund Profiles) in the white space on the right to house the past 6 grants, include the GranteeID, Grantee and Amount. Making the GranteeID a clickable link to expand on the grant for more information. Instead of having to run a grant report according to years or quarters.
A Quick Glance of Recent Grants!4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Balance swap detail report
It would be swell if we could run a report that summarizes the detail in the amount of a calculated balance swap. Swaps that occur to or from our Operating fund are always a funky amount, and I understand that it's a mix of payables, grants, fees, etc. but it would be great if we could get a report (or see a screen) that summarizes all the transactions that constitute that swap amount.
6 votes -
Fund balance available in grants module
After you create a grant, it would be awesome if you could see the fund balance right there. it seems like you could through loading a custom report, but ultimately it doesn't show correctly (maybe because it needs to be approved first?) in any case, this would be super helpful!
1 vote -
reoccurring grants - Please make system toggle to turn off
Please make a system toggle to turn off the reo-ccuring grant option for the fund holder portal - the tracking for this is super cumbersome and its awkward when we have to tell a donor that we don't have the capacity to track this. Much appreciated.
2 votes -
Grant Report Sort by Date
When you run a grant history report the default setting is that the report is oldest to newest. It would be nice if either you could change the default or choose the sort order. Typically the oldest grants are closed, and I'm working on the newest grants. It's very rarely that I want grants sorted from oldest to newest.
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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change fund on installments and multi fund grants
It would be great if you could change the fund on a grant after an installment has been paid or be able to change the fund on an installment basis. Once an installment has been paid there is no ability to do this. The system does allow a fund change if there is only one installment.
1 vote -
Voiding Grant Requests
After voiding a grant request in CSuite, if you don't take note of the grant request number (which we don’t do), there is no way to go back and find that voided grant request. It seems like it should be much more easily found - like on the fund, grantee, and/or fund advisor profile. You should also be able to run a report on voided grant requests.
Similarly, when a fund advisor cancels a grant request on their side of things, this comes across in CSuite as a voided grant request - it looks the same as when one of…
9 votes -
Fund Summary Report
The Fund Summary Report would be more useful if filtering of "Donation Types" was allowed. We use "Donation Types" for more than just true contributions (because we do not wish to use "payments" for recording non-gifts due to control concerns), so it would be nice to be able to select (using checkboxes) which Donation Types to include. Also, it would be nice to be able to filter out internal grants altogether, rather than showing as a separate item in the charts but including in the summary report.
2 votes -
Fund statements that include Fims non-gifts of refunds of scholarships
It would be very helpful if you could add a way to pull in refunds of scholarships or grants that were entered into Fims as non-gifts. Or even generate fund statements as Word documents that can be edited to add a row in grant details for a refund, so the total of the grant details tie to the grants summary line item above. Otherwise it does not match.
1 vote -
Fund recognition name
It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.
For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if…
28 votes -
Add office/department field to Organization Profile
I would like to see the capability to add the name of the office or department on an organization's profile for mailing and sending checks purposes. Right now, we have either manipulate the address 1 and address 2 fields or the contact title. This doesn't always work though because we have the highest position on the organization's profile, but often times that is not the contact person and/or position that it should be sent to. I'm not exactly sure the best way to do this, but I imagine that many people run into similar situations. Some examples that would be…
2 votes -
Return of Prior Year Grants
When grants are awarded in one year but are returned in the next year, it would be nice to have the ability to put these funds into an "other revenue" account rather than reducing the current year grants. We are running into this issue due to the COVID-19 pandemic. Grants were awarded last year that were to be used for programs during the Spring of 2020. Since some programs have been cancelled we are receiving the grant back. We don't want to reduce our current year grants by these returns.
4 votes -
Add a security warning to the cancel grants feature in the Donor Portal?
Right now when a fund advisors cancels a grant in the Portal it is done automatically. It was suggested by an advisor that instead there should be a warning alert "are you sure you want to cancel" instead of it being automatic. Great feedback!
9 votes
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