88 results found
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grant advisor
On grants related to the Grant Advisor field, the field prepopulates with an individual who has the Fund Advisor designation. It would be helpful for the field:
to default to blank or a Fund Founder instead and
contain the ability to list multiple people in the case of a fund with multiple founders.2 votes -
Charity Check Data should be updated daily
The charity check data (through Grant Connect) is only updated on a quarterly basis, which means that if a Charity looses their status, they won't fail the charity check until the next quarter. The data should be updated on a daily basis - not quarterly.
2 votesAt this time, Grant Connect receives a manual update from the CRA. It is not an API feed that can be updated daily.
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Auto-input fund advisor contacts when sending documents that have been uploaded to a grant file (ie. grant report)
When uploading documents (ie. a report) to a grant file, there is now the option to 'email' the document, as well as sharing it with the donor in their fund portal.
The email option currently auto-fills the email address of the grantee organisation, however it would be ideal if the email template pulled the email addresses of the fund advisors of the grant for ease of sharing the report with the funder.
It would be great if the copy field were blank, or also pre-filled the fund advisor email contacts as options, as opposed to just the grantee contact.
1 vote -
Suggestion for Multi-Fund Grant Distribution in C-Suite
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…
1 voteDo you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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Post/Approve Grants Steps
When posting/approving grants, if there are no more grants to be reviewed, why do we have to then click to return to the grant you just approved? This extra step will really make a difference in Q4 when we're posting several hundred grants.
1 vote -
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.
51 votes -
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.
23 votes -
Recurring Grant: Calendar End Date Option
When entering a recurring grant through fund manager or directly through Csuite, there is currently no option to specifically enter a calendar end date. There is the option to choose the "number of recurring" or "max recurrence," but there is no option to choose an actual calendar year end date for the recurring grant. For example, if I want to end quarterly gifts on 1/5/2028 that began on 10/5/2021, instead of putting the end date as "1/5/2028" I actually have to count the recurrence as 26 and put in that specific number. The ability to put in a particular number…
41 votes
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