84 results found
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Copy Grants
When I copy it comes up with the old grant date and the old pay schedule date. It should copy to current dates as well as the advisor, the expense account, custom fields, etc. Basically, if I am copying a grant, my goal is to not have to do much editing, if any at all.
4 votes -
grant minimums by fund group
We would love to have a minimum grant request option for the portal but its done by fund groups. For example: DAF's minimum grant is $500 but maybe and Org Endowed is $100. We adopted a policy that requires all DAF grants to be over $500. However, if we set that as the grant request minimum for the portal it will cause issues for some of our small organizational endowed funds who maybe don't have $500 in ATS in any given year.
19 votes -
List Cart Emails
Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?
13 votes -
Drop down list Icon on Previous Grantees
Many of our donors have called in after switching to the new C-Suite portal stating that none of their previous grantees are showing up. I have found that the issue 90% of the time is that they are not clicking in the blank box to view the list.
Once I ask them to try the issue is solved and they all mention that this box should have the drop down icon or in someway make it more obvious that they have to click the blank field to pull up the list.
4 votes -
Multi Fund Grant Reporting
Current Challenge: The grant reporting system currently lists each fund disbursement as a separate grant, even when multiple funds contribute to a single board-approved grant. This results in:
Overstatement of grant count: A single grant appears as multiple entries.
Underreporting of average grant size: The total amount is split across entries, skewing metrics.
Reduced clarity for stakeholders: For example, a $25,000 grant funded by five sources appears as five $5,000 grants, misrepresenting board decisions and complicating analysis.
Proposed Solution: Implement a reporting enhancement that consolidates multi-fund contributions into a single grant entry. Key features could include:A unified grant ID…
3 votes -
payment date
When importing grants you currently can not import into the payment date field. I would like this field to be added as an import option. If we want to book a years worth of grants when the request is received but schedule grants to go out each month, we now need to manually change the payment date for each grant. This is very tedious and would be great if we could just schedule the grant date and payment date in the import template.
6 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.
1 vote -
Grant Award Summary
When reviewing a Grantee's Grants Tab, the Grants Awarded table accurately reflects values. However, clicking on the total value for a specific year only displays completed grants. This limitation becomes problematic when assessing the total grants for the current year, including both vouchered and completed grants.
3 votes -
fields on edit grant screen
It would be nice if Edit Payment Schedule, Grant Type, and all other grant related fields are available on the edit grant screen. It slows down workflow if I have to select some fields individually to edit, and then go into the main edit screen for the rest of the fields.
3 votes -
Grant Refund - Payment Type
When depositing a returned grant, the only payment type is check. We most often get returned grants electronically and therefore, the payment type is incorrect.
5 votes -
Grant Request Log - Add changes to grantee before grant creation
If an online grant request is submitted and the grantee is changed by a staff member before the grant is created, the log should show us the original information. It only shows the original grantee IF the original was already a profile. If the grantee was manually entered, and a staff member changed the grantee to an existing profile, the original grantee is blank in the log.
Please add a log of all grantee information from the original request (grantee name, address, etc.) if it was entered manually and then the grantee was changed before the grant was created.
This…
1 vote -
grant to spendable
It would be very helpful to have the option to post internal grants to receiving fund spendable during grant entry. As it is now, we have to post the internal grant, then click on the Donation ID, then click on Apply to Spendable [change].
6 votes -
Grantee Details when selecting "Make" Grantee
Grantee Details tab should come up when selecting “make” grantee on a profile so that Charity Check options can be updated if necessary
1 vote -
payment date
Bulk Payment date edit + ability to see payment date within NEW bucket
I would like to have a way to bulk change payment date similar to grant date, and/or see the payment date within the new screen so we can tell when a date was missing adjusting. The payment date is as important and drives a lot of the same functions that the grant date does.
6 votes -
GLM Bucket Categorization throughout CSuite
GLM Bucket Categorization throughout CSuite: Essentially, when you sync a grantee from GLM to CSuite, the GLM Process (aka the grant process/opportunity) is also synced over to CSuite. Once you post that grantee's opportunity to CSuite and create a grant, the GLM Process/Opportunity disappears from CSuite and from the entire grantee, so it hard to know what Grant process the grantee won by everyone on the team. I was hoping, not only will the fund be present on the grantee's page, but also what GLM process the grantee won in GLM. This allows everyone on the team to know without…
2 votes -
Grantee Report by year
Want to be able to pull up a fund or multiple funds grantee history, and have it show the years along the top, with grantees along the side and each grant made to that grantee under its year made without doing a pivot table from the data. See attached example.
7 votes -
Custom Grant Fields available in portal
We have a custom field for grants that would be very helpful if it was available in the grant requests on the portal. We are implementing a work around with using the summary and a bulk action in reports but the availability of the custom field in the portal would be much easier.
4 votes -
It would be very helpful to have under "Recurring Grants" a choice like "pay on the first Weds of each month. T
It would be very helpful to have under "Recurring Grants" a choice like "pay on first Weds of each month" instead of a specific date because our check processing dates are on the 1st of the month - not a specific date each month.
1 vote -
Pending Grants in the "New" bucket
Pending Grants in the "New" bucket entered by an internal user are visible on the fund advisor portal. These amounts are still in draft form and have not been posted or approved. It would prevent issues if there was a separate tab for grants entered by internal users or when entering a grant to list the external users who will be able to see it or even a "publish to the portal" option for unposted grants.
6 votes -
weekly recurring grant
The current options for recurring grants are monthly, quarterly, semi-annual, and annual. Could a weekly option could be added in the future? A donor would like to send a grant to his church on a weekly basis.
1 vote
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