71 results found
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Date Range for Donation and Grants Tab - New Portal
The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.
21 votes3/4/2025:Portals: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.
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Donation comments viewable to Fund Advisors
Donation Comments/Donation Notes to be visible under the Fund Advisor tabs (similar to how they are now available on the Grantee tab).
The Donation Comments/Donation notes were recently added to the Grantee portal, larger use case is for the Fund Advisor to see the Donation comments in their portal tabs. Without this, they are missing important context and have to be interacted with manually.
4 votesThis can be set for fund advisors under Portal Options<Portal Settings Fund Advisor Tab<Show donation comment(in the top box)
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Remove Duplicate Logout Button on New Portal
When you are logged into the new portal and looking at your profile information, when you choose “Security” or “Interest Types” or “Contact Preferences,” you are shown a second two logout button.
Is there a reason that is needed? If not, can you remove it and just have the one in the main navigation?
4 votes -
Display investment activity and fees by fund on fund advisor portal
It looks like my idea was implemented back in 2022, but I don't see it available on the new version of the fund advisor portal. Our fundholders are used to seeing monthly investment activity published to their accounts, as well as fees charged on a quarterly basis. The Financials section allows for statements, but allowing users to generate statements is risky and not always accurate. Is there any way to publish investment activity and fees to the fund summary screen?
10 votesYou can enable the investment report for fund advisors to view. This tab is located in resource and documents.
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private on funds
When a fund is marked 'private' to not show in the fund listing on the donation portal, still allow for the fund to be granted from in the fund advisor portal.
We have fund holders who would like to make an internal grant from one of their 'private' funds but aren't given this option because the fund is marked 'private'.
Please unlink the ability to request a grant from a 'private' fund on the advisor portal from the 'private' indicator on the fund as it is still desired to not have the fund appearing on the donation page fund list.
5 votesThis was released on 1/27/2025:
- Portal - Fund Advisor: A logged in fund advisor will now be able to donate to a private fund when selecting donate from the Portal. Private funds will display in alphabetical order before promoted funds.
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Change State Search in Portal to Table
When you search for an org on the portal in the GrantReq tab using the name of the org and the city and state, but type out the state name, it does not show any results. You have to format the text field as the two digit code (OH, VA, etc.) not the name (e.g. Ohio, Virginia, etc).
Can this state field be changed to a table rather than text field? Or can it be inclusive of both state codes and states spelled out so it's user-friendly?
Thank you! - TCF
10 votes1/29/2025: Portal - Grant Request - Search Grantee: Allow the input of a full state name or abbreviation in the state field.
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Make Grant Description optional in the Donor Portal
Recently the grant description field was marked as required for the Donor Portal via another IdeaLab. However this is a burden for us and our fundholders (and I imagine some of your other clients too).
I would love to this the grant description field be a Donor Portal Setting checkbox where the field could be optionally required. This would meet the needs of all of your clients, empowering them to set up the portal in the best way to support their operations.
We are worried that more of our fundholders will restrict their grants if this field is required and…
9 votes10/10/2024: Portal-Fund Manager: Updated the grant request to no longer require the grant request description. This will allow fund managers the option to complete a description on the grant request.
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FEATURE REMOVED IN NEW PORTAL - Export Vouchers
Fund Advisors should be able to export (or at LEAST sort) voucher payments in the new portal. this was a feature in the old portal. why was it removed? thanks!
3 votes -
EIN - add to grant request for manual grantee
Add EIN to the list of fields when fund advisors are creating a new grant request
12 votes1/29/2025: Portal - Grant Request: Added EIN as an option field for a manual grantee request.
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Affiliate styling missing in the portal for donors with access to more than 1 affiliate fund
For donors with access to affiliate funds, we have a way to apply different styling to the login page that they access through a specific URL. We’re also able to apply the same affiliate styling to the funds that they access in the portal. What we don’t currently have is a way to apply affiliate styling to their fund selection page in the portal. If a donor has access to more than 1 affiliate fund, the fund selection page only shows the main Portal Style.
If the portal fund selection list only consists of affiliate funds for a donor, can…
3 votesStyles: Updated the Supporting Org styling to apply to the fund listing page when a fund advisor is logged in as a sponsored org/affiliate. The Supporting Org styling will also apply to a fund advisor with funds that are all associated with a sponsored org's style.
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Show Multiyear Grants in Grant Summary table as they are paid
True multiyear grants that are approved once and paid out over several years do not show up in the grant summary table (grant tab of the Grantee designation) until the final payable is paid out. After the final payment, the entire grant amount is shows only in the approved year, which could be serval years prior. Now that this table is also shown in the Grantee portal, it provides an incomplete picture of the yearly grant summary when multiyears are involved, and causes customer confusion when the entire amount suddenly appears years in the past.
Please consider showing each payment…
10 votes2/6/2025:Profiles-Grantee: Added a new Grant Award table on the Grantee's Grant tab, Grant Award Summary. This will display all grants that have been awarded to the Grantee. This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in Grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.
Portal-Grantee: Updated the Portal to use the Grant Award Table for Grantee designations. This will show grantees a more holistic view of the grants. This table will summarize grants in the posted, vouchers, paid, and completed grant status. If the users are using the approval setting in Grant's workflow, the grants will not appear in the Grant Award Summary table until after the approval.
Profiles: Resolved an issue when selecting a profile from the profile Relationship tab linked by Org Roles, the user would receive a red error.
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New Portal: We should have the option not to show Interest Types on Portal
We use Interest Types internally and do not want them listed publicly on the new Portal when Fundholders or Donors login in. They are not currently listed in the old Fund Portal but are listed as soon as someone logs into the new Portal.
I reached out to support to figure out how to turn these off and they said "After connecting with my CSuite team, they have informed me that there isn't a way to hide the Interest Types at the moment. They recommended submitting this enhancement idea to Idea Lab."
We shouldn't be forced to show Interest Types…
13 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Maintain features exclusive to fund advisors in the donation portal
The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that…
17 votes9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide…
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Full Fund Name Should Be Visible on Fund Portal
On the new Fund Portal the fund name is cut off after very few characters. (picture attached) Our Fund Advisors and others with fund access should be able to see the full name of their fund. Many of our fund names include both spouses' names and they should both be visible on the Fund Portal.
15 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Restrict fields for editing on public-facing profile
For new portal, please allow the ability to restrict what nonprofits/donors can edit in their public-facing profiles (nonprofits in particular) on a field-by-field basis. An example, we don't want nonprofits to change all fields, only, potentially, their mission statement, and further description. Thanks.
8 votes1/30/2025: Nonprofit - Public Directory Settings: Add three new options allowing the ability for a profile to edit nonprofit directory data. There is an option to allow editing of the nonprofit statement, nonprofit description and other nonprofit information. All three options were set to yes by default. This will allow a Foundation to restrict editing options for nonprofits in the portal.
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New Portal: Option not to show Available to Grant/Spendable on the Portal
We would really like to have the option not to show Available to Grant / Spendable on the Fund Portal. Sometimes this is a negative amount which is confusing to fundholders. There were two different Idea Lab posts about this for the current portal that are now marked as "Not Planned" because of the new portal. Please make showing Available to Grant/Spendable optional by fund in the new portal.
10 votes9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide…
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Allow fundholders to edit recurring grants even if they have no max recurrance
We love that fundholders can edit grants in the donor portal. However, I learned today that fundholders cannot edit a recurring grant if there is no max recurrence #.
This means that we misspoke when we told our fundholders that they can edit all their recurring grants. Not great. Please fix this so they can make updates to all recurring grants in our system! (We have over 100!).
6 votesThis issue was resolved on 11/25/2024:
Portal-Fund Advisor: Resolved an issue with recurring grants unable to edit if no max occurrence is set. Updated recurring grants on creation to not allow more than 1000 occurrences. This aligns with the backend logic in CSuite.
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donation comment
Can we move the Donation Comment text to show on the Portal? These are comments that donors are putting in and they should show up for the fund advisors to see. In order for the fund advisors to see, we have to copy and paste to the description field.
7 votesThis field shows on the portal in the donor tab under Donation Note.
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Giving Hub Fund Order - Fund Advisors Funds should be first when the are logged in
In the giving hub the funds that are promoted are listed in alphabetical order. When fund advisors are logged in and switch to the giving hub to donate to heir fund(s), their funds are organized in that promoted list in alphabetical order. A fund advisors funds should show up first, not mixed into the list of promoted funds, so that they can easily identify their funds and make a gift. Because many funds start with 'The' their fund tends to be listed lower.
6 votes- 1/27/2025: Portal - Fund Advisor: A logged in fund advisor will now be able to donate to a private fund when selecting donate from the Portal. Private funds will display in alphabetical order before promoted funds.
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New Portal: Remove Contact Preferences from Editable Fields
We would prefer not to allow portal users to view or edit their contact preferences.
Do not email, do not call, do not mail are internal codes that should not be viewable by our fundholders as it could lead to confusion, and may mean different things to different foundations.
8 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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