197 results found
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Delete Automatically Generated Grant Letters
We need someone without permissions to edit checks to be able to delete the new automatically created grant letters. Permissions to edit checks are limited to our Finance department but it is our Grants Manager who would edit a grant letter if needed and would need to be able to delete the automatically generated and attached grant letter. We would much rather have the grant letters be able to be deleted from the grants permissions as that's where they are created. Even if that means deleting it from multiple grants. Please change this to allow someone without Finance permissions to…
14 votesGrants/Scholarships: Enhanced the grant or scholarship record with the option to delete grant/scholarship letters. Enhanced the grant/scholarship letters to print in alphabetical order. Renamed the left hand menu item within document bucket, from Send Documents to Process Documents Vouchers: Added the create checks option back to the left hand menu. Templates: Added the ability to disable grant letters when using a check template that has the grant letter on it. This is a new checkbox on the check template No Grant/SShip Letters.
https://www.loom.com/share/96c1d2cdb82849b491bced2e4a9a3d31
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Better Layout for User Experience of Grant Catalog Features
Our foundation recently started using the grant catalogue publicly, meaning that it is going to have many projects added to it that public donors will be searching to fund. Currently, the view is not very user friendly and write ups appear in a very small column that is difficult to sort through for a user.
I'm proposing introducing a "Card View" where you can show 2 or 3 cards per column, and each card has information like:
- Image
- Organization Name
- Project Title
- Short Description (short excerpt from the full description)
- Request Amount
- Amount Funded…
8 votesThis is available in the new donation portal. Here is a link to the help article for setup instructions: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Grant Letters - Word doc batch option
It would be nice to have the option to correct grant letters in a Word doc batch like we used to have. The pdf option is nice, but it requires having perfect fields and templates. Our small foundation could benefit from the option to spot correct.
9 votes -
ability to make grant documents shareable with fund advisors
I'm (finally!) loving the new process for generating grant documents (e.g., letters that we send with checks). Our Fund Advisors ask for copies of those letters to be uploaded via the portal so that they see exactly what the charity sees when the check arrives. (It also gives them comfort that we actually sent the check.) Currently, I scan each letter and attach it as a shareable PDF at the grant level. Now that the system automatically attaches the letter at the grant level, it would be great it I could simply mark that as shareable without having to upload…
6 votesThere is an option to share an attached a file to a grant. Attaching a file to a grant and then clicking Share will share the file with all fund advisors who have access to the Grants tab on the fund advisor portal and are advisors to the granting fund.
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Advisor Field on Recurring Grants
Currently, recurring grants only have the advisor field populate when the request is created through the donor portal (which is great!), but if we create a manual recurring grant, there is no way to set the advisor on the recurring grant level, and still have to manually edit this on each occurrence. It would be great to have the advisor field on the recurring grant record itself that would carry over to each occurrence.
4 votes10/12/2023: Grants: Added the ability to add a Grant Advisor to Recurring Grants on creation or edit. This will allow foundations to create Recurring Grants with an Grant Advisor in the backend, instead of having to login into the Fund Advisor portal. Recurring Grants will now populate the Grant Type, Template, and Service Area once the grant has been created. Grant Type and Service Area will populate from the Grantee Record and if there aren't any from the Fund Record. Any Grant Custom Fields will still need to be completed on the created grants.
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canceled grant status
When a grant is canceled the status should say "canceled' not "paid" - this is very confusing especially for the fund advisors using the portal
9 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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grant letter template
There should be a way to include all funds a grant came from (multiple funds). We can set the total grant amount; but if it's coming from multiple funds, it will only pull one fund name. Currently, we have to edit it in Word. We have many grants that come from multiple funds, so this is very time consuming. If we can do this on a check voucher, it should be able to be done in the letter.
8 votesYou can currently do this using an advanced grant letter template. Here is the help article for templates or feel free to reach out to suuport@foundant.com with additional questions. https://support.foundant.com/hc/en-us/articles/4421436106903-Templates-Overview
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Bulk Grant Coding Table that includes Grant ID and Org IDs
We now use NTEE coding for our grants. We would like to go back and bulk update historical grants with the same coding. We know the NTEE code of particular grantee organizations, so it would be efficient to be able to bring Grant ID and Org ID into the table for more efficient bulk updates.
Example: YMCA always has the same NTEE coding for their grants. I would like to update all of the YMCA grants with the NTEE code in bulk.
8 votesThis can be accomplished with bulk actions in custom reporting
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Please allow grant letters in .doc by batch in new documents function please!
Looking forward to the new functionalities in December! However, PLEASE allow batches of grant letters in .doc format and not just .pdf. We have to tailor letters regularly and doing them piecemeal would be terribly inefficient, especially with this being new and at the busiest time of the year.
Thanks!
MicheleMichele Jeican
Northern New York Community Foundation
Watertown, NY6 votes -
billiejo@pajewishendowment.org
It would be nice to be able to assign a grant type and service area to the grantee record.
Currently is assigned through the fund, but funds often support multiple grant types, so it makes more sense to assign the grant type based on the grantee and what service they provide.example - American Heart Association will always be Health
2 votesCurrently, grant types will populate from the grantee tab and then fund, if nothing is set on the grantee level.
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Create Spendable Grants with Primary Fund Advisor Auto Populated
Creating Spendable Grants leaves the Advisor field empty. When processing hundreds of grants at a time, this means that we have to go into each grant and assign an advisor so that the advisor name will show up in the grant letter. We would like to see this field auto populated with the Primary Fund Advisor. This will save a huge amount of time and energy!
6 votesThis was added on 6/2/2023:
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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post by payment
When a scholarship fund is marked post by payment, and you are processing a payment it should function just as any other grant you are processing. Currently if you are processing a scholarship payment and the balance of the fund is not enough to cover the payment, it does not warn you that there are not enough funds in the account if that fund is marked "post by payment". This should function the same in the grant buckets just like any other grant, if there are not enough funds to make the grant, it should give you a warning or…
1 vote -
grant catalog request attachments
Grant catalog grantee request form has option to add attachments as it relates to grant request but attachments don't publish to portal - would be great if donors could see all info provided from grantee.
3 votes10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content. This will allow for better organization of the fields within a grant Catalog. The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.
From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog. Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants. Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.
Grantees Tab will be house all of the Grantees information. On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.…
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Spendable Grants - assign primary advisor
Create Spendable grants should assign the primary advisor to the grant. Otherwise, we have to go in and assign this manually to every grant. These are usually very large grant runs, and things like description and account numbers are preassigned, so not auto populating the advisor defeats the purpose.
2 votesReleased on 6/2/23:
Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
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to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
to be able to produce grant letters at time of preparing the grant, not at time of processing cheques
13 votes -
turn off grant letters
It would be good to have an option to turn off Grant Letters for clients that use GLM. The communications in grant and award letters are already being sent via GLM, therefore, we do not use Grant Letters. With the new release we now need to go into each individual grant letter to say mark sent to get rid of the grant letters in CSuite. This has created a lot of extra work if you don't want to send the grant letters.
2 votesWe implemented a grant and scholarship setting last night that you can disable grant/scholarship letters. This will remove the document bucket from your workflows. It can be found in grant or scholarship settings. You should see a release note for 1.18.2023.
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Ability to Send to GLM from a custom grants report
It would be really useful to us to be able to Send to GLM from a custom report. This would allow us to filter by a custom field so that we could easily do a bulk Send to GLM and be assured that all of the intended grants get pushed to GLM and no unintended grants do.
6 votesThere is already an option in a grant custom report to send a grant(s) to GLM. After creating the report, selec the >Grant Actions drop down on left side menu.
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Why can you only create a recurring grant from a fund page?
There's a create grant button on the grantee page, but not from the fund page...odd isn't it?
2 votesThere is an option to create a recurring grant from the left side menu in a Fund record. It is in the Action sub menu.
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recurring grants using percentages
We have several funds that award grants annually, but are based upon a percentage available from a fund rather than a specific recurring dollar amount. It would be helpful to have the option to choose a percentage and have it pre-set; otherwise I have to enter in a new grant every year. This idea was submitted previously but it looks like it was inadvertently marked as implemented and so I am submitting again.
3 votes -
Deny a Grant
Once a grant is denied, it doesn't "live" anywhere besides the grantee profile. It would be nice if there were a bucket or if it showed up on the grant report, or fund grant report. Otherwise you have to remember which organization you denied a grant request.
1 voteThis status can be filtered and listed in a custom report for grants.
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