192 results found
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Toggle On/Off Charity Check
For organizations that do not use a charity check, it would be extremely helpful to be able to toggle OFF this feature, or at the very least have a 'bulk charity check' option. Majority of our grants are to students/individuals --- not charities, so having to individually click each record is tedious
3 votes -
Grant Catalog Search Function
It would be so nice to have a search bar at the top of the Grant Catalog so donors looking for a specific charity instead of scrolling thru dozens they can type in and the one they are looking for will pop up???!! PLEASE!!!! Thanks!
26 votesThis is available with the new Donation Portal. Here is a link to the help article: https://support.foundant.com/hc/en-us/articles/19944569982871-Donation-Portal
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Grant Date locked after Approval
We have a desire for the grant date and several other grant fields to be locked down after the grant is approved. We are hoping the grant date reflects the General Ledger posting date, so a listing of grants by date can always tie to the general ledger. Currently, the grant date and other financially oriented fields can be modified without requiring the grant to be unposted or unapproved. It also currently allows most grant fields to be modified without the initial approval being retracted, requiring additional approval of the subsequent modifications. While the ability to modify fields is a…
1 vote -
Email Grant Letter
We would appreciate have the ability to notify grantees of their grants via email, rather than copy and paste from the template and sending our own emails to grantees. On the gifts side we can send an email to the gift giver. However, why can't we send an email to to the grantee in the same way as we can with the gifts. Thanks!
12 votes -
A field where we can indicate the check mail date
We are frequently asked whether a cheque has been mailed. It would be helpful to have a "cheque mailed date" option in the grant page info that could be referred to easily. Often the cheque production date is different than the mail date. Thanks!
3 votes -
Add an option to "select" grants for a mass "approve," instead of "approve all"
It would be wonderful if you could either have a check box or radial button next to each grant that needs to be approved, and then the grant approver could select the grants they would like to approve, and do a mass approve at one time. Right now there is only an option to "approve all," or you have to click on each individual grant.
An example of how this would be helpful:
When there are multiple donor advised fund grants listed- one donor may have 5 requests that are an automatic yes, but there could be another fund listed…4 votes -
Dormant DAF Report (funds that have not granted in a number of years)
As a community foundation, I need a way to report funds that have not granted over a span of years. Many CF's have policies that protect against funds that have gone dormant. I need a list of funds, the advisors on that funds, and the grants that have gone out from that fund YOY.
4 votes -
Permission
Add the ability to assign permission to a grant group to delete grants that are NOT yet posted AND to give grant group ability to bypass Charity Check if needed (ie: an expenditure responsibility grant)
1 vote -
permissions
Need to segment permissions within system data so someone other than system admin can have access to set things up in the grant catalog and the donor portal area
1 vote -
Option to print Grant letters from Grant Record rather than Check record
Please consider allowing users to print the Grant letters from the Grant Record rather than the Check Record. In Permissions, anyone who can see grant checks can see all checks, including payroll checks.
Perhaps you could add an option from the grant payment schedule line to reprint the grant letter. It could be placed between checkid and checkdate.
39 votesTemplates 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 profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Check numbers for Grant Letters
Currently when you print a check, there is a pop up box that gives you an option to print the grant letter and post the check number. If you select to print the grant letter, it will not list the check number because you have not posted it yet.
It would be great if you had the option to post the check, then print the grant letter without having to go back into the check.
13 votes -
grant catalog
In the Grant Catalog, after a donor enters a donation to one non-profit, it jumps back up to the top of the list and they have to scroll back down to where they were to continue looking at the non-profits. It is wonderful when donors want to donate to several but we have been told by donors that this is very aggravating.
2 votes -
interfund tribute
Allow a tribute for an interfund. Many times our donor advised funds will make a grant to another internal fund in honor or in memory of someone. We'd like to be able to track ALL gifts made in honor or memory of someone - not just external gifts.
12 votes -
fund history
It would be really great if fund history grant pages generated in order of newest to oldest instead of oldest to newest-OR- if there was a box on the fund page that showed the most recent grants. I often want to see the most recent 5-10 grants but a date range is not always appropriate.
Thanks for considering!
18 votes -
select multiple grants (but not all) to post approval
Any chance we can tweak the grant bucket section to allow us to select multiple (but not all) grants to post for approval in one batch? As of now, we can either do one by one --which sends multiple emails to the approvers-- or we can process all grants in the bucket in a single batch. On occasion we are ready to proceed with a handful of grants but not every item in the bucket. Have check boxes like we do in the deposit till might be helpful.
12 votes -
Add fields to sync between glm and C-Suite
We are implementing the National Taxonomy of Exempt Entities (NTEE) coding system for our grants. As such there is a custom field in our GLM application form for the "Project Taxonomy Code", but this field does not carry over when GLM grants are synced to CS and we consequently have to re-choose the taxonomy code in the "Grant Type" box in CS. Can you please add the functionality to somehow sync custom fields between CS and GLM?
23 votes -
Ability to submit an internal grant request between funds in the portal
It would be great for fund advisors to be able to move money between their funds via the "other foundation funds" field in the grant request tab.
3 votes -
Create Spendable Grants
Allow the creation of grants from spendable by group and/or subgroup so its not an 'all or none' situation. Another idea would be to put checkboxes beside the grants before creating so we could pick and choose which ones we really wanted to create.
5 votes -
Selecting multiple funds to filter a donor report
When creating a donor report, I would like to be able to filter and select multiple funds. For instance, donors who have given during a certain time period to our Annual Fund or Grants Fund.
When I pull a donation report, I have the ability to choose multiple funds from a menu when filtering. It would be great to have the same functionality in Donor Reports. Thanks!
2 votes -
Grantee Name
The grantee name is not populating on grant letters. I use {{granteecontactlabel}} but it's not working. Not sure if there is something else that needs to be checked or done for this to work correctly.
3 votes
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