262 results found
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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 -
comparisons of grants made, donations made for past # years
We need to be able to see trends in giving and grant making over a given number of years and would like to be able to compare donations/grants for a given month, quarter or year compared to the same month/quarter/year for past # years. (Compare April 2020 to April 2019, 2018, 2017 etc or 4th qtr 2020 to previous 5 years etc. for both donations and grants with ability to breakdown by gift/grant type. (Exporting all gifts and grants to an excel worksheet and manually extracting this info is not a great solution and prone to error and running separate…
3 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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grant catalog
This idea would do well for both the Grants Catalog and the Donate to a Fund. On the main page with the list of funds and list of grants, it would be good to only allow 200 characters to show - to shorten the list. But then, when a donor clicks on the Fund to donate or clicks on the grant to donate, the fund page or grant page would show the rest of the information about the fund or the program in the grant catalog.
4 votes -
Profile Interests and Hobbies
We would like to have a section for personal interests that acts similar to grant type interests. This would allow us to have a better idea of how to converse and interact with donors. (Ex. If a donor is tagged with the "baseball" interest, we could take them to a game). It makes it easier for us to track personal interests without flooding the notes and grant types section of C-Suite.
3 votes -
grant recommendation
Like the Task Red Alert Box, it would be nice when a grant request comes in from the fund advisor portal if a red alert box could show up around the Grants tab
3 votes -
Check Approval Bucket - add fund name and ability to sort
Add fund name and ability to sort on Check Approval screen just like for grants - by amount, grantee/vendor, date, ect
2 votes -
Sponsored Org
It would be helpful (and less room for error) if an organization was a sponsored org to automatically populate within a grant. There should be a way to link the profiles to do so (IE: Who check is made out to).
5 votes -
Need searchable expense account fields in some sections
When creating a grant the expense account field is not searchable, meaning that I cannot start typing the account number or name to have the drop down list shortened. Many other parts of the system have this function but not this page (fcsuite.com/erp/grant/create?profile_id=####)
2 votes -
Fund manager portal grant id
On Fund Manager portal, can contribution ID number and Grant ID number be hidden?
2 votes -
Saving Original Grant Recommendations from Donor Portal
Hello,
We have noticed that the original online grant recommendation does not get saved with the grant if any changes are made. Any editing / changing of the grantee changes the original request, which is in fact editing any true backup of the grant. It would be nice to save the complete untouched original way the grant came into the "Request" bucket. I have been having to take screen shots, as to ensure I am not messing up the original request, because once it's changed that back up is gone.
Thank you,
Reid6 votes -
COVID-19
Add a checkbox for Donor Portal Grant Requests with the question "Is your grant request related to the COVID-19 crisis?" The default mapping could be for the General support option. If grant details distinguish a different COVID-19 grant purpose, staff can manually edit it in the Grant Request after it is created from the Portal. This would help foundations track grant requests that are related to COVID-19.
2 votes -
Fund Summary Fields - have one that can be made "public" for the grant catalog and one that remains internal
Right now we are using the fund summary field to capture static internal information on the fund we need on a regular basis for grant administration. The purpose of the fund, processes related to that specific fund, whether annual fund letters are sent out etc.
We want to eventually begin using the grant catalog and providing an option to promote the fund. But, this means that the internal info we have summarized on each fund would have to moved to a different field (Likely a note).
It would be so much easier if there were both an internal and a…
1 vote -
denials or zero balance grants on DAF
rather than cancelling a grant, it would be helpful to be able to deny DAF requests and have those flow through to CSuite for tracking purposes. Auditor recommends we track this data to show that donors do not have undue control of their funds...doesn't happen often but it does happen
8 votes -
To be able to update the covid coding in CS after it has been synced to GLM
I have about 20 grants that I cannot update the COVID coding in CS after it has been synced to GLM. The need for this is for grants done in the beginning where the coding was still a new thing. I really would like to be able to update the coding in CS so that it matches what is in GLM.I get a red error message if I try to do this. Thanks very much!
1 vote -
Tribute Sorting
It would be very useful if we could sort the "Donations Needing Tribute Notifications Sent" page by the columns "ID Date Donor Fund Payment Method Amount Tribute" like on the Grants page. There are many times we need to merge tributes or are only interested in looking at the tributes to one fund, and this sorting capability would be very helpful when looking for duplicate tribute names or viewing one fund at a time.
11 votes -
Grant Module Upgrade ideas :)
We post anywhere from 15-35 grants at a time.
It would be beneficial if we could :
-Enter the memo line at the time of entry for the grant, rather than before checks are created
- Could reorganize the checks to print out as entered vs alphabetical order
-If the person entering the grant, is the one who approves- auto approve the grant
-Run guidestar check/post at the same time!18 votes -
Grant Catalog request form
The info in the Grant Request form asks questions that are in the
nonprofit's profile (such as URL and contact name and email and phone number). It would be great if the Grant Catalog Request form could pull this info from the profile rather than having to type it all in.17 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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