105 results found
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email grant award letter
The notes that are automatically saved to grantee profiles when a grant award letter is sent do not include emails that were cc'd, nor is the attachment included. There is a link where a file could be attached, but it gives me an error and I don't want to have to manually attach grant award letters to each note on a grantee profile anyway.
When emailing grant award letters from CSuite, we have added a note in the Other Detail field on grantee emails that they are for grant notifications, but this detail isn't available as a field to pull…
3 votes -
EIN # on Payment Notification
Please add ability for EIN # on Payment Notification --
Need to expand and make available merge fields within Content spaces for Grant Post Notify:
{{#foreach grant}}{{fundname}} :: Grant {{grantid}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}ADD --> EIN: {{EIN}}
2 votes -
Recurring grants - Add additional confirmation to delete a record
Currently, if you click "Delete" on a recurring grant, there is no page to say "Are you sure you want to delete this item?". Once deleted, there is no way to find the recurring grant record to add a note.
We have an internal policy to NOT delete recurring grant records for this reason, and instead max out the occurrence so the record moves to closed/inactive, but we maintain the records.
I have accidentally hit "Delete" when I am intended to click "Edit", luckily only for recurring grant records where I am trying to close out the request, but one…
2 votes -
Bulk email for grantees
I think it would be very beneficial if we could send a bulk email to grantees, and have the email save in Notes in each profile.
6 votes -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
11 votes -
GRANT PROCESS IMPROVEMENTS - VOTE!
VOTE FOR GRANT LETTERS!!! 1 - Allow for the grant type AND grant letter template to be two custom fields on the import template. 2 - Allow the signed letters that are uploaded and saved to C-suite, to be emailed from C-suite.
2 votes -
place hold on future payments for multiyear grants
We have several multiyear grants that are tied to one application. Once we process the first payment, the remaining payments are listed under voucher even though they are not due for a year or two. Can we get a "place hold" button for these multiyear grants so we don't accidently initiate payment?
2 votes -
"Hand Deliver Grant Checks" as an option for funds
A local organization does not get mail from us, for reasons that are not known. These missing mailings include checks. We have documented this situation for more than a year. Their profile is now set to Do Not Mail, but an option to Hand Deliver would make it much clearer that all letters need to go by hand.
3 votes -
Hand Deliver Only
For grantees who have recurring issues with mail, how about a Hand Deliver Only option that is right up front on the main grantee profile page? We have an organization that does not get checks in the mail from us on a regular basis. This option would make it clear what the delivery mode is without a need to read or refer to a note.
3 votes -
Grantees, scholarship recipients able to upload documents
It would be extremely efficient and save time if grant and scholarship recipients could upload documents in their profiles through the Attach File button.
4 votes -
Rename "Sponsored Org"
We have been instructed by Foundant's support team to populate the "Sponsored Org" field on grants with the Sponsoring Org. Can this field be renamed to "Fiscal Sponsor" so that it aligns with how it is intended to be used. This would also require "Sponsor", which appears on grant reports, to be renamed to "Sponsored Org". If that cannot be implemented across CSuite due to other clients using these fields as they are named, can we be given the ability to rename these fields within our specific CSuite site?
12 votes -
Recurring Grants - Update Language from "Recurrence" to "Occurrence"
For recurring grants, the language used for the number of grants is confusing. The wording that advisors see when they make a request is "Number of Recurring", and the wording that staff sees is "Max Recurrence." However, in practice, the number in this field will be used for the total number of grants (one initial grant PLUS any recurrences). Can the language be changed to "Total number of grants" and "Max Occurrence" - or something similar that makes it clear that the first grant should be included in the count?
3 votes -
Multifund grant filter
It would be beneficial to be able to filter on custom reports or in the grant buckets whether or not a grant is multifund. Currently only available in Home > Grants > Reports.
10 votes -
copying a grant
Many donors recommend the same grants from their DAFs every year. I'd like to be able to copy grants that have been made before and have the custom fields carry over into the new copied grant instead of having to fill them all out again.
8 votes -
Tracking Voided Grants
When a portal request is voided before a grant request is officially made, there is no way to track it. It would be nice for the voided request to show in the fund's history and/or on the Fundholder's dashboard so that they an see that it was voided as well.
2 votes -
Create (not post) a grant without a fund - to send an award letter
Homer CF would like the option to create a grant without assigning a specific fund so an award letter can be issued to the grantee.
Next steps would be to add the fund, post grant, move forward in buckets accordingly.
1 vote -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Public Name for Internal Grant Funds
It would be great to have the option to include the public name of the receiving fund for internal grant records. Right now this option only seems to exist for the originating fund. Since many of our Funds have a public name, right now when we create our fund records for example, they are showing the internal name of our Funds like Operating Fund, rather than the public name, CNYCF Community Fund.
15 votes -
designated beneficiaries
This has NOT been implemented per previous post:
We have multiple funds that either roll some or all of their spendable back to the principal balance of the SAME FUND each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the SOURCE fund as the BENEFICIARY fund; it has to go to ANOTHER fund. It would be nice to be able to automate these grants annually instead of manually moving money from Spendable to Principal.
2 votes -
anonymous grant record details from portal
When a grant request is submitted through the portal and requested to be anonymous, the record that it was requested to be anonymous should carry through all stages of the grant. Currently, the grant requests in the portal tab show whether the grant is anonymous, but once the grant is created, the Online Grant Request details do not show whether or not the grant was anonymous. It would be helpful to have this here for easy reference, especially for funds that do not always send grants anonymously.
7 votes
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