204 results found
-
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.
-
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.
-
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.
-
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.
-
Please add Apply Spendable ALL/NONE checkbox solution for internal grants
For internal granting between funds, where the beneficiary fund will then be granted out immediately, please provide a Bulk Edit or an All/None checkbox situation for the resultant grants. Yes, it's very useful to be able to Create Spendable for all unrestricted funds, for example, but then the efficiency this provides is immediately negated by having to open each grant, one by one by one, to click the Apply Spendable box.
3 votes03/08/2024: Grants: Enhanced Spendable Grants to have checkboxes to all users to select which grants to create. This will allow users a more flexible workflow with spendable grants. (IDEA LAB LIVE)
-
Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.
Option to bulk set Grant Types, for previous grants that are inconsistent or incomplete.
7 votesReleased 6/2/23:
Grant Type: Added the ability to Set Grant Type in bulk from the left side menu in Grants and Grant Reports. In Grants, there is a new Set Grant Type options in Grant Actions. This is available in the New, Approval and Voucher Buckets. In Reports, this option is available for any Grant Report that includes a Grant ID. Selecting this option will open a list to select or update the grant type for each grant in the list.
-
Check Run hides items needing to be posted - please make more visible!
Hi - I was just notified by a grantee that they had not received their ACH grant payment. I went back into CS and found that one of my checkrun batches was not posted through and it was super hard to find! Can you please make unposted checkruns easy to spot? Especially when it gets busy, its hard to remember to go back and look through each check run to see if it was posted (especially electronic payments) - Thank you!!
4 votes -
Fund Advisor Grant Recommendation Search For Other Grantees
(09:10:00) Faith Krueger
When a donor logs onto the portal to make a grant recommendation and opts to use the search for other grantee function, if the fund advisor types in New York, an error message appears. If the fund advisor types NY, a search will be initiated. Is there any way to adjust the setting so that if you type New York rather than NY, the search will not be interrupted. I assume the same is for any state, e.g., NJ, SC, NC, etc.1 vote -
Add grant advisor, grant letter template, service area and grant types to recurring grants
Please allow for the entering of the grant advisor, grant letter template, service area and grant type fields when first entering a recurring grant so that letters will be generated without manually editing and so tracking of service areas and grants types will be accurate. (Currently these fields are not available so must be manually entered with each occurance.)
30 votes -
Cancelling a historical grant (payment line)
We'd like to be able to cancel historical grants and their scheduled payments. We have scholarships that transferred over from our old system into Csuite as grants and we'd like to clean up our lists. They have installments that haven't been paid because the student quit attending school, and currently, when we click "cancel" next to the installment we receive a message that states "Can not cancel a historical payment line (maybe in the future)...."
7 votesYou should be able to cancel the historical scholarship payment lines. Reach out to support for steps top cancel these. Success@foundant.com
-
Sending Grant Letters in Bulk from Foundant System
Currently, you have to go one-by-one to send grant letters out. It would be helpful to be able to choose a handful of ones you would like to send out automatically via the Foundant email system and bulk send.
1 voteYou can currently print grant letters in batch from the check batch. From checks, find the grant batch and select check run. You will see an option to print grant letters for the batch. We are releasing a new enhancement to the sandbox this week, then live on December 7th, 2022 that will move the production of grant letters to a bucket in the grant area. Keep an eye on release notes.
-
Grant Letter Tracking
It would be incredibly helpful to have a grant letter tracking "section" within the grant itself that shows a timestamp of when the grant letter was sent and to whom.
A bonus would be to have the actual grant letter attached to that timestamp to see EXACTLY what the letter sent (with the actual date, not the automatic date that shows up when you go to see/download the grant letter at a later date).1 voteTemplates for Grant & Scholarship Letters: Moved the processing of Grant & Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients, recreate a check both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the p
-
Recurring Grant Letter
Please include template fields for recurring grants: start date, interval, number of occurrences, next occurrence date so that we can send accurate grant letters with the checks. Currently we have to manually edit each grant letter for a recurring grant to add language that tells the recipient about the recurring details.
11 votes -
email grant letters in a merge
We send a different award letters for checks and ACH payments, It would be amazing to be able to batch grants from different managers and send the letters in a merge instead of one by one.
We process a large amount every week and going back to each record is time consuming. thank you!2 votes -
Log for Online Grant Requests Before Creating the Grant
Currently the first log item for an Online Grant Request is once the grant is created. However, the grantee can be changed before the grant is created. If an incorrect change was made to the grantee field, there's no backup of the original Fund Advisor's request. Please have the log show when changes are made to the grantee before the online grant request is created.
38 votes7/29/2025:Grants: Updated Grant Request to have a log when updating Grantees. This will allow users to track and audit modifications for compliance, communication, and data integrity from a fund advisor grant request.
-
grant catalog
When sending grants to CSuite for a Grant Cycle Catalog, there is no way to send the "Long Description" field, so that it appears on the Donate page for the grant. All that appears on the Donate page is the "short" Description. Perhaps the Summary field could be used instead, if there is no long description?
1 voteFor GLM clients, there is an option to send grants from GLM to the Grant Catalog in CSuite. Here is a link to the integrated grant catalog article in Foundant's support hub. https://support.foundant.com/hc/en-us/articles/18529814954135-Integrated-Grant-Catalog
-
Email types
Would love to have email types (like address types, where we can add our own). We have many different emails for different organizations, many of which are specific to a single thing. With email being our most frequent form of communication, it would be great to run a report on email address type when necessary to get specifically the contacts we need at each organization (like CEO or grant manager or admin....etc)
10 votes -
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!
1 voteRelease Note: Grants: The Primary Fund Advisor for a Fund will now be added as the Grant Advisor when creating a spendable grant.
-
Grant Notifications for Internal Grants
Notifications to alert Fund Advisors that their internal grant/donation has been sent within the Foundation.
52 votes3/31/2025:Idea Lab Live:
Funds: Added the Grant Advisor field to Grant Beneficiary table on fund. This will allow users to select from a list of fund advisors for the fund to complete the grant advisor field on spendable grants upon creation. This field will be a limited list of fund advisors on the fund.
Grants: Updated spendable grants to allow for the grant advisors to be populated from the fund record in the Fund Beneficiary table. When creating spendable grants, the field will populate on the table for users to review before processing the grants. Users will be able to remove and then edit the grant advisor from the grant new bucket.
Fund Advisors: Updated internal grants to send donation notifications to the fund advisor, if the Donation Notify checkbox is enabled for the fund advisor. Prior to this release internal donation did not send notifications to the fund advisors.…
- Don't see your idea?