106 results found
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Set Grant Letter When Creating Grant, not have to edit then set grant letter
When creating a grant, I need the option to set which grant letter I want during the creation of the grant instead of entering the information, then saving, then having to go back and edit the grant to set the grant letter. I usually end up forgetting to set the letter. My way would save a few steps in the process.
1 vote -
On Hold Grants
It would be great to have the "On Hold" grants put into an On Hold or Deferred bucket - similar to the "Deferred" bucket in the scholarships section.
21 votes -
Batch attach file to grant
It would be great if I could batch attach a file to grants, for example, a batch of 150 grants that all have the same backup doc.
17 votes -
grant catalog
We've had increased interest from the nonprofits that submit requests through the Grant Catalog to see the progress of their requested funding. Would be great if there was a way for the Nonprofit Grantee to track this during the Catalog cycle to know if they were getting partial or full funding prior to the close of the Catalog cycle (we process all the grants at one time at the end of the cycle). This would enable the nonprofit to plan accordingly if they are asking for an emergent need.
1 vote -
Add Qualified Donee row/option
Add a row to Grants and Grantee profiles that allow us to select Qualified Donee as an option for Organizations/Profiles as qualified donees are eligible to receive grants. Currently, with AJAH turned on and the word "Qualified Donee" in the FedID field, it does not allow us to check or process a grant therefor, we need to keep AJAH off and manually check the charity status for each grant. This may also include bypassing AJAH charity check if Qualified Donee is set.
3 votes -
Optional Grant Letter
Create a "Need a Letter?" checkbox much like the one for tax receipts when processing donations
3 votes -
Grant Letters - Need Ability to Customize Process & Edit Letters
It would be helpful to 1. choose the grants for which you do not want grant letters automatically generated and 2. review/edit the letters before they are automatically uploaded to the grant record.
Not all grants utilize the grant letters feature. We need the ability to use the feature for some grants but not all of them. Also, some grant letters need to be customized or revised before they go to the grant record.
Currently, the "disable grant check documents" feature offers an all or nothing approach. Either we use templates for all of our grants and the letters are…
45 votes -
Internal grant envelopes
Is there a way that the envelope option become available to accompany a letter that is processed for an internal grant? This is a letter for the person/organization that requested the grant and currently there is no envelope option that matches the grantors name and address that appears on the letter.
2 votes -
Navigate back to approval bucket after approving a grant
As a grant approver, my workflow would be greatly improved if I had the option to navigate back to the Approval bucket after I have approved a grant. The current options don't work for us because we move grants to the Approval bucket to encumber multi-fund requests. They aren't necessarily ready to be paid out yet, so jumping to the oldest grant in the approval bucket isn't helpful at all. It would be much more helpful to go back into the Approval bucket to scan for grants that are ready for us to pay.
2 votes -
grant type guidestar
It would be great if it were possible for the "Grant Type" (we use NTEE codes) to auto-populate from Guidestar when doing the Guidestar Charity Check. Currently, staff has to manually look them up in our organization's separate Guidestar account for each grantee when processing an award.
46 votes -
990 report grant types
Grant Types on the 990 report (from the "Grantees (Orgs)" option) populate based on what the grant type is in the fund record. When multiple funds provide the award, the field does not populate because it can't select from multiple fund records. Because this report is a cumulative report, and for 990 reporting purposes, it would make more sense for the grant type to populate from the grantee record. That way the field would always populate because it's based on one record, and it would always be applicable because the grant was serving the org's mission.
1 vote -
grant catalog - do not require all fields
When creating a new grant from an application, all fields in the application are required. We don't want to display website or contact information in the catalog - so we have to add fake data, create the grant, edit the grant and remove the information we do not want to display. In the future when synching with GLM, again ALL fields are required. We don't want to ask applicants for information we do not use and again we will need to create and edit.
2 votes -
grants: option to export bank info
From Grantee files for grant vouchers, a way to export bank information in order to set up payment in online banking system.
1 voteHave you explored the current NACHA options when processing checks? Here is a link to the help article in CSuite: https://support.foundant.com/hc/en-us/articles/4404659918231-NACHA-and-ACH094-Files
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unapprove payment without posting grant for approval
It would be helpful to have the ability to unapprove a payment within the Grant Payment Schedule before posting the grant for approval. This is our first line of approval, and if the line gets approved in error, the first approver has to post the grant, notify the second approver that payment was posted in error and needs to be unapproved.
1 vote -
Auto-populate all emails into Grant Email Award letters
When sending grant award letters via Email - please create a function to auto-populate the non-primary emails into the cc fields.
14 votes -
Reinstitute grant and voucher creation as one process
In the most recent release notes, the creation of grants have changed so that once approved, you receive a message saying "There are no more grants that need approval" and you are then taken back to the grant home page. It makes for a smoother work flow to be able to continue, like you used to be able, to the voucher approval and creation. I am not quite sure for the reasoning behind this change, but I think it would be beneficial to return to the previous way of posting grants and vouchers in one step.
1 vote -
Increase character count in grant description field
It would HUGELY helpful for us to have more than 250 characters in the grant description field on grants for longer descriptions and details that the grantee needs to receive without having to create multiple custom fields on the fund or profile to pull into the letter.
We share our designated scholarship criteria in this way, and those can be anywhere between 1000-3000 characters.
20 votes -
Grant Letter emails should be included in an organization's email history!
Grant Letter emails should be included in an organization's email history!
14 votes -
Grant request notification for staff - add more data to email
Currently when an advisor requests a grant we have four staff members who receive the notification email about the request. However, the email only includes the advisor name in the notification. Is it possible to have the notification include the grantee and amount that is being requested?
28 votes -
990 tax class
Auto populate the 990 newly created tax class field using Charity Check but allow for manual overrides..
See the implimented tax class implientation below:
This functionality was released on December 1st, 2021. Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types.
37 votes
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