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1083 results found

  1. Please implement content for the subject of an online donation email. There is currently a content area for the body of this email, but not for the subject of this email.

    9 votes

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  2. Love the new option to send emails to fundholders who still have grants left in their cart. Currently the only option is to send emails to all fundholders on list. Is there a way to select individual donors who would be receiving the email?

    12 votes

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  3. Financial Statement export option to PDF. It would be nice to be able to export all financial statements in the same manner that you can create/export a fund statement. Being able to add the foundations logo and have it look "pretty". If a fund statement can be created in this manner, so can financials, since it's pulling from GL accounts the same as the fund statement. We should be able to create our own Financial Statement Templates.

    6 votes

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  4. We have so many duplicates in our system that do not pop up in the "duplicates" tab because they are not a 100% match.

    For example, John Doe and Mr. John Doe would not populate as a duplicate because of the title.

    Can there be a function that detects possible duplicates that may match 90%?

    10 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  5. When setting up a new fund we copy from an existing fund. It makes the process more streamlined. However, the staff then have to go to the templates and add the fund to all the different templates. This is an easy step to miss and we have quite a few templates we use on a fund. This would improve the workflow of setting up new funds and reduce errors.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Funds  ·  Admin →
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  6. When you submit a support request ticket, you receive an email reply with the ticket number, but it would be very helpful if a copy of the request or a brief description of the request was included in this email. If you have submitted more than one support ticket, it is hard to tell what number goes to what request.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. We'd like to have the ability to mark a couple of note types as sticky ones. This would allow the finance related notes such as those concerning fund agreements or investments pinned at the top for better visibility.
    Currently, many fundraisers are adding notes from the profiles selecting the fund name. As a result, finance notes are getting pushes down, making harder for the team to locate critical information quickly.

    4 votes

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  8. Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.

    74 votes

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  9. The Android version of the new portal needs attention. The columns are jumbled on top of one another. It was a lot cleaner in the older version. We are competing against Fidelity's DAFs, and this is a real problem for us.

    9 votes

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    Proposed Idea  ·  1 comment  ·  Styles  ·  Admin →
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  10. Please add the ability to edit labels in a WORD doc for tax receipts/donations and export labels in campaigns. This saves us precious processing time.

    22 votes

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  11. Please add the option to rename "Other foundation funds" in the Portal when fund advisors submit grant requests (Grant Request > Previous Grantee > Other Foundation Funds). Changing the name would help fund advisors better understand how to use this drop down.

    9 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  12. Please change the Allow Profile Edit setting in Portal Settings to be on a per designation basis as opposed to an all-or-nothing setting.

    For instance, it would be great to allow fund advisor to edit their profile information in the portal but restrict nonprofits from doing so. This is not currently possible as the Allow Profile Edit setting applies to all or none depending on whether or not it is enabled.

    Essentially, include the Allow Profile Edit checkbox on each designations' settings as opposed to just the general profile settings.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Portal  ·  Admin →
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  13. (Reposting an archived idea) Please add the ability to link multiple beneficiary profiles to one opportunity. It is common for us to track gifts (e.g. bequests or planned gifts) that will end up benefiting multiple organizations in our community, and we would like to be able to report on opportunities benefiting each organization without having to create duplicate opportunities for each beneficiary of a gift.

    11 votes

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    Planned  ·  1 comment  ·  Opportunities  ·  Admin →
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  14. Please allow for the option to select multiple column options at once, as opposed to the current one at a time selection.

    Currently, reports have to be created multiple times and then spliced together when multiple column options are needed. Instead, it would be best if multiple column options could be selected at one and work in tandem with one another.

    8 votes

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  15. When you change the Navigation or Tab, these changes should extend to the title on the page. For example, currently if you change the left side navigation "Donations" to "Gifts", Donations will still show on the inside of the page above the listing of the gifts.

    7 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  16. Please implement an approval function for grant requests in the portal.

    It would be great if there were an approval function for grant requests, similar to the Grant Approver function on the internal admin side, that required a percentage of fund advisors to approve the request before the grant request was submitted for processing.

    This is particularly useful for funds that require multiple "signers" to approve the request before a distribution is made. This is also a common need for religious foundations/organizations

    3 votes

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    Proposed Idea  ·  1 comment  ·  Portal  ·  Admin →
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  17. We implemented a Grant Catalog synced from GLM for the first time so that our DAF holders could recommend grants to our competitive grant cycle directly from their portals. This has been a nice functionality, but now we're having issues pulling reports for the Fund holders because all their grantees show as "Grant Catalog Fund." Although they can see the purpose of the grants, our Donor Services Director would like to be able to sort all grants from any given DAF by the grantee organizations' names. Is there any way to configure the Grant Catalog so that Fund holders can…

    5 votes

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  18. An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
    Basically, the same function as a site like Givergy but all built in to this system.

    7 votes

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    Proposed Idea  ·  1 comment  ·  Campaigns  ·  Admin →
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  19. Calculate and display the age based on the profile date of birth.

    9 votes

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    Proposed Idea  ·  2 comments  ·  Profiles  ·  Admin →
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  20. We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these values on their tax receipts, so now we are inputting this number manually, which increases our margin for error. Please bring back the sold amount field for tax receipts.

    9 votes

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