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4 results found

  1. Multiple Email Options for Communications

    When individuals unsubscribe from Mailchimp emails, it is impossible to discern if they want to unsubscribe just from marketing/ communication emails and who should just simply be marked "do not email". If Foundant could add choices on emails that indicates something to the effect of, "Marketing Emails" and/or "Foundation business" as boxes to check as options, similar to "mailing" or "inactive" for mailing addresses, that would be very helpful. Currently, if someone unsubscribes from a MailChimp blast, there is no way to realistically remove that person from marketing email blasts unless you go 1-by-1 and remove them from every campaign…

    33 votes

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    Under Consideration  ·  1 comment  ·  Other  ·  Admin →
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  2. Opening a DAF

    Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
    Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.

    10 votes

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    Under Consideration  ·  3 comments  ·  Other  ·  Admin →
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  3. term investment - need 1099 interest report

    A 1099INT report for the Term Investments would be helpful. I can't pull everything I need from a custom report.

    2 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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  4. Wealth search third party software to integrate with CSuite

    We are looking for a third party "wealth search" software to integrate with CSuite. iWave, DonorSearch and WealthEngine do not integrate with CSuite. Please partner with a third party for this type of software.

    22 votes

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    Under Consideration  ·  4 comments  ·  Other  ·  Admin →
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