11 results found
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On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
23 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Pending grant requests should be listed on grants tab of donor portal
It would be great if pending grant requests showed up on the Grants tab, instead of the Recommend a Grant tab, where advisors often don't think to look for a pending grant.
11 votesThe display of grants has been reworked in the new Portal based on multiple interviews of clients and fund advisors. Grant requests will not display in grant history until the grant is created in CSuite and moved to the new bucket. Submitted grant requests will remain in the grant request list for review. Foundant will not be making any updaes to the legacy fund advisor portal in anticipation of the sunset date of 4/1/2025.
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Program HTML in the backend of the Grant Catalog
I know that there are changes coming to the Grant Catalog and I'd like to ask that HTML be built into your back end.
I'm currently building a catalog with 71 listings. Having to go through each and every summary to add HTML for paragraph breaks, font size and consistency is ridiculous.
Add to this the time I have to take to learn the HTML code to do something so fancy as add a bullet point.
I would greatly appreciate formatting choices built right into the system where I could clean up these entries quickly rather than taking days and…5 votesThe look and feel of the pages will be updated to a card view. The option to use HTML in the descriptions will still be an option, but it will still be manual.
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Bulk Approve Payments
It would be helpful to have the ability to bulk "approve payment" on grants in the New bucket. I often utilize the grant import feature when I have multiple grants from the same fund, but I then have to go back into each individual grant to approve the payment. Having the ability to bulk approve payments would increase efficiency.
1 voteThe ability to batch approve the payments lines for grants is an option in the voucher bucket. Do you import the grants with the same grant date? If so, filter to that grant date and batch approve once the grant has been posted. There is also a setting to disable the payment line approval. It is in Grant>Settings>Edit settings, then set Auto Approve Grant Payments to yes. I would contact success if you need further guidance with this process.
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Copying Grants
When a grant is copied in Csuite, custom fields from the original grant should also copy to the new grant with the option to make changes as needed.
1 voteWe have discussed this idea with our engineering team and it is not possible at this time.
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Add Southern Poverty Hate Group List to the Charity Check
Please add organizations that are listed on the Southern Poverty Hate Group list to the Charity Check in CS so that if they are on the list, it will not pass the charity check (similar to OFAC listing). This would be super helpful!!
3 votesThank you for this suggestion. We have archived it, as the SPLC does not support in-software use of their list.
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Generating Grant Letters
We transitioned to ACH for our grant payments and currently, grant letters are not generated until our Finance Department "posts" checks. Is there a way that grant letters can be generated when the grant is approved or ready for voucher? It would be nice to have those grant letters ready to be emailed instead of having to wait until the checks are posted and sent for payment.
5 votesWe do this on the posted check so that you can include the check information, which only happens once the check is posted. You can use the Grant award letter if you are wanting to notify the grantee of the grant award.
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Grant Catalog Amount Field instead of Donate Button
Instead of having the Donate button in the Grant Catalog, have an field for each organization where an amount can be entered. This way a donor can give to mulitiple organizations without having to go back and forth from the catalog to the cart.
14 votesDue to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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990 grants - exclude distribution
The current 990 grantee report works well. The only thing that is done manually is the exclude distributions from endowed/designated funds. They are earnings from their funds and distributions were made to the nonprofits, not considered grants. If we can look for certain GL in this report, we can exclude distributions to accurately report grantees who received more than certain amount when reporting 990. Thank you
1 vote -
Grant History Reports
Grantee reports showing previous grants applied for, denied, amount funded and amount requested. This is one report we really miss from FIMS. Also if you could pull this from the fund report side too.
16 votesGrant applications are not available in CSuite, so this report is not possible. You should be able to report on denied and awarded grants with a Custom Report sorted by Grantee.
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Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
19 votesAt this time, we have decided that we are not going to allow Fund Advisors to update the address for a Grantee. This would impact internal controls as payments to Grantee's could be impacted. Thank you.
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