88 results found
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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 -
Grant Post Notify Email Subject
Request: Add the ability to customize the subject line of the Grant Post Notify Email.
Fund holders rely on clear, actionable communication when a grant is posted to their fund. The subject line is the first point of contact and should immediately convey the purpose and origin of the email. The current default is too generic and can come across as unclear or even suspicious. Allowing for subject line customization would help ensure that recipients recognize the email’s intent and engage with it appropriately.
1 vote -
Bulk Upload Ids for grant records
We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.
For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).
12 votes -
Allow Foundation staff to hide an ACTIVE organization in the donor portal.
In CSuite: Allow Foundation staff to HIDE organizations from donors in the portal. (Eg: The Ohio State University – Scholarships)
* Allows Scholarship orgs to be ACTIVE, and allows them to be paid directly from CSuite without going into SLM
* Reduces the possibility that a donor will send a check to the Bursar.
*Offers Foundation's the option to manage unsuitable nonprofit organizations, while investigating concerns.
*Marking the grantee INACTIVE is NOT manageable in our workflow.
<3 TCF12 votes -
Automatically Populate Grantee Contact on Internal Grants
Automatically Populate Grantee Contact on Internal Grants:
It would be great if the grantee contact field would automatically populate with the primary fund advisor on the recipient fund for internal grants and/or we could have a drop down menu with fund advisors to pick from, as opposed to having to manually enter the grantee contact via profile ID each time.
This already happens for external grants-- so it would great to have the same functionality for internal grants.
Thanks! -TCF
12 votes -
Primary email for grant letters
It would be SO helpful for the primary email that gets pulled in to email grant letters be for the development person (or whoever should get the letter). This is usually different than the primary email for the grantee (CEO, info account, etc.). I think the best way to do this is on the profile have the ability to mark an email for specific tasks (primary, grant letter recipient, etc.). Thanks!
7 votes -
Customize Columns within Grantee's Record
Within a grantee record have the ability to customize the fields being populated. Currently they are: ID, Grant Date, Fund, Status, Amount, Sponsored Org, Beneficiary, Description.
We use grant programs and it would be helpful to identify at a glance what grant program the grant came from. See example below, we rarely use Sponsored Org or Beneficiary. It would excellent to have the ability to customize these columns.3 votes -
Duplicate Grants
When grants are being processed, it would be nice to either show on the screen their most recent grants, or even have a pop up for grants that are very similar. (same date, same grantee, same amount, etc)
7 votes -
Grant Approval with Vouchers
As the CFO, I work on fund clean-up and other grants movement all the time. It would be helpful if grants went to the Approval bucket in Vouchers so my CEO could approve all of the week's payments at once and I wouldn't have to ask her to approve grants constantly. OR so I don't have to constantly change the Settings in Grants back and forth. Maybe this is a toggle within the grant creation? Thanks for considering this idea!
10 votes -
Different grant status in fund portal
The grant request status labels in the fund portal are inconsistent. A grant in the Approval bucket will be approval when viewed in Fund Summary and Grant History, but Pending in Grant Request. A grant in the New bucket will be new when viewed in Fund Summary and Grant History but Pending in Grant Request. Would be clearer for the user if these were the same terms.
1 vote -
Grant Catalog Request Page - need character limits
Grant Catalogs have request submission pages. The boxes for short and long descriptions need character limits. At this time, there is a stated character limit of 250 characters on the short description, and none on the long. We use 60 for the short, and 255 characters for the long, and have to edit down every request to fit these numbers. Either let us set the limits, or please set the limits for us.
12 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?
2 votes -
Ability to Split Internal Grants into Multiple Funds
It would be great if a fund advisor could split a single internal grant into multiple internal funds. Currently, advisors must create one grant and specify in the description how they want the funds allocated. However, we then have to cancel the grant and manually create multiple grants to meet their request.
We already have the ability to split a single donation into multiple funds and consolidate multiple funds into one grant. Extending this capability to internal grants would streamline the process and reduce manual work.
3 votes
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