281 results found

1. grant catalog donors listed in portal

   After completing a recent grant catalog cycle, we have a fiscally sponsored group who likes to send out their own thank you notes. I told them they could find the donors in their portal, however, the grant catalog only comes in as one lump sum grant and does not show the list of donors that gave to their campaign, which I can see on the back end easily in the report. It would be nice to be able to click on the grant amount from a grant cycle in their portal so that they can see each individual who gave.

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   0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

2. Alerts

   Create a way to add different "Alert Areas". We can add additional Notes/Task types, it would be great to add additional alert types, or enable a sticky note to be pasted to the main profile or fund page.

   3 votes

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   0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
   Archived  ·  Skye Weber responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

3. New grants workflow- document tab

   The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?

   I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting there. This is after all of my grants are completed and mailed of course.

   The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?

   I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting… more

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   1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
   Archived  ·  Skye Weber responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

4. Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”

   Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).

   Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.

   A few examples of common use cases:
   -Identify board members who have not yet made a gift this year
   -Identify lapsed donors who have not given within the past 12–24 months
   -Identify previous donors who have not yet given during the current campaign or fiscal year
   -Build stewardship or re-engagement task lists

   While some of this can be approximated using the Last Donation Date field, this does not fully solve scenarios where organizations want to:
   -Exclude donors who gave during a specific period
   -Identify donors who gave previously but not during a specific timeframe

   Suggested enhancement:
   Allow users to filter donors using logic such as:

   -No donations between [Start Date] and [End Date]
   -Has not given during Fiscal Year X
   -Has not given within the past X months

   This would significantly streamline donor stewardship workflows and eliminate the need for exporting data to Excel or using custom reporting for additional filtering.

   Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).

   Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.

   A few examples of common use cases:
   -Identify board members who have not yet made a gift this year
   -Identify lapsed donors who have not given within… more

   4 votes

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   Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
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5. Bulk Edit Notes

   Just like we can delete bulk notes, it would be nice to have an edit option to change task type, who, etc.

   We have notes that were imported (more than 19,000) from our conversation in 2019 that we are now getting around to sorting through. It would be nice to bulk add the name of the employee for specific notes.

   3 votes

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   0 comments  ·  Notes, Tasks & Files  ·  Delete…  ·  Admin →
   Archived  ·  Skye Weber responded

   Hello,

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

   If you have any questions, issues or concerns please let us know!

   Thank you

6. Continue "Login As (Legacy)" on the new portal

   As donor services, I work often with our DAF individuals who struggle using the portal. It is so important that we can "login as" them so we can talk them through creating a grant or how to add a gift to their DAF. I have donors tell me what they're seeing on their screen and ask me if they did their grant right. I can't see it unless I go to the List Cart in Fund Advisors and there, if they add any information in the Special Instructions, that information isn't on List Cart. And I can only see their grant if they have added the grant to their cart but not completed the grant. Please enable the LogIn As feature in the new portal!

   As donor services, I work often with our DAF individuals who struggle using the portal. It is so important that we can "login as" them so we can talk them through creating a grant or how to add a gift to their DAF. I have donors tell me what they're seeing on their screen and ask me if they did their grant right. I can't see it unless I go to the List Cart in Fund Advisors and there, if they add any information in the Special Instructions, that information isn't on List Cart. And I can only see their… more

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   2 comments  ·  Portal  ·  Delete…  ·  Admin →
   Implemented  ·  Holly Spitz responded

   To login as a fund advisor in the new portal, you must go to the login as tab on the main profile. There is a login as option in the left menu from that tab. Because of a change to profiles and enhanced security, this will log you out of CSuite as a User. You can login as in an incognito window, that will not log you out.

7. Set a minimum fund balance

   We need a function to establish minimum balance requirements for all of our funds so that spending is halted once the minimum balance has been reached. This is to protect us from allowing a fund to completely spend down before we are able to assess our fees (annually).

   3 votes

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   Implemented  ·  1 comment  ·  Delete…  ·  Admin →

8. Functional Expense to include NA

   It would be helpful to have the option to run the functional expense report that included all expenses, even those not coded with a functional expense code. This would allow for complete reporting of expenses and a quick way to see what expenses have not been assigned a functional expense code

   3 votes

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   0 comments  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

9. Hide amounts in Donor Portal as a single checkbox choice in Settings

   I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.

   I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice be added to System Data under Portal Options to hide amounts?

   I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.

   I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice… more

   3 votes

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   0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
   Archived  ·  Holly Spitz responded

   Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

10. Transfer Requests

    It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what we are requesting or create a net request and then void the request after printing.

    It would be helpful if we could net transfer requests when printing the request form. For example, Fund A needs to transfer $100 from our bank account to an investment account, and Fund B needs to transfer $200 from the same investment account to our bank account. The balance swap module wants us to transfer more than necessary, so I need to do a manual swap. After completing the manual swaps, the net is $100 from investments to bank account, but the only options I am aware of are to print both requests and add a note to clarify what… more

    3 votes

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    0 comments  ·  Accounts & Cash Management  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

11. Fields for DonorSearch Import

    There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
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12. advisor name and giving history for interfund gifts in portal

    It is no longer possible to see complete giving history to a fund for Advised contributions to that fund or information about the donor-advisor.
    Example: The Bob & Carol Fund at OCCF advised a grant out of their DAF to ABC Nonprofit's endowment fund at OCCF once a year for six years. ABC's fund portal shows the endowment contribution, but drilling into the contribution does not display that donor's impressive six year history of endowment gifts or their address, instead it displays every interfund gift from OCCF to that endowment fund. ABC Nonprofit is now missing critical information that might help them connect and develop a relationship with a key strategic supporter.

    It is no longer possible to see complete giving history to a fund for Advised contributions to that fund or information about the donor-advisor.
    Example: The Bob & Carol Fund at OCCF advised a grant out of their DAF to ABC Nonprofit's endowment fund at OCCF once a year for six years. ABC's fund portal shows the endowment contribution, but drilling into the contribution does not display that donor's impressive six year history of endowment gifts or their address, instead it displays every interfund gift from OCCF to that endowment fund. ABC Nonprofit is now missing critical information that might… more

    3 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Delete…  ·  Admin →
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13. "Assign to" should default to creator

    It would be very helpful if the "assign to" automatically checked the user creating the task.

    2 votes

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    Archived  ·  0 comments  ·  Delete…  ·  Admin →

14. Process Documents

    After you process a grant and print the check, the system shows there are outstanding "documents" to be processed. We have to click "process documents" and mark each one accordingly (print, download,etc.) There is a mark as sent link to select if you've already sent the document. I usually print my letter at the same time I print my check so we don't need the reminder for the letter. I understand some organizations need/want this functionality and I get why it was created.

    If you print your grant checks in a batch you can mark the whole batch documents, but if you printed the checks individually, you have to go in each one and mark it.

    Can we have a bulk process button so we can mark everything completed? I've been creating my checks one at a time instead of in bulk because it's easier to do a handful of checks individually instead of in a batch with the new process. We are still struggling with this new process by the way. Not efficient for us at all.

    After you process a grant and print the check, the system shows there are outstanding "documents" to be processed. We have to click "process documents" and mark each one accordingly (print, download,etc.) There is a mark as sent link to select if you've already sent the document. I usually print my letter at the same time I print my check so we don't need the reminder for the letter. I understand some organizations need/want this functionality and I get why it was created.

    If you print your grant checks in a batch you can mark the whole batch documents, but… more

    1 vote

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    0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    Archived  ·  Skye Weber responded

    Hello,

    Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

    If you have any questions, issues or concerns please let us know!

    Thank you

15. Notification when fund advisor makes grant request

    When a fund advisor makes a grant request please have an email sent and/or a task created notifying that a grant has been requested and needs to be processed.

    2 votes

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    Implemented  ·  1 comment  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →

16. lessen clicks to assign tickets

    For the past couple of events, we have had a lot of donors not complete registration by not assigning themselves tickets. would it be possible to have the ticket assigning happen before they pay? For example, first they choose the number of tickets, then assign tickets, then pay/click register?

    2 votes

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    Implemented  ·  0 comments  ·  Delete…  ·  Admin →

17. Grant Import

    It would be nice to have a more robust grant import tool. Something that would include the fund ID (so you don't have to complete separate imports per fund), description, grant type, ... basically everything that could be entered in the grant screen. The current import basically allows you to get items in the system, but then creates a second step to finish up the grant. It's not really saving much time.

    2 votes

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    Implemented  ·  0 comments  ·  Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →

18. Enable filtering by bucket "status" field like New, Unfunded, Import....

    Let's end the institutional discrimination against grant buckets like New, Approval, Unfunded, Import, Catalog, GLM, Request. What did they do to deserve being excluded from the Filter > Status field option? That field is currently reserved ONLY for upper-crust elite members like buckets Voucher, Paid, Complete.

    This inequitable othering will not stand. Why limit the filtering capacity for more than half the grants pipeline?

    • 

    2 votes

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    0 comments  ·  Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

    P.S.  New, Approval, and Import are available in the Grant Status filter.

19. Add Filters to Fund Summary Reports

    When completing a fund summary report for a specific calendar year, CSuite generates the exact report I need with graphs and great overall information including fund group balances, donations and grants. However, I need to filter this report one step further for particular divisions. I am unable to add filters or edit the report in anyway. I'd appreciate this feature be added to these fund summary reports to alleviate creating multiple and tedious sperate reports.

    2 votes

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    0 comments  ·  Reporting/Dashboards  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

20. IRA Gift Tax Receipt Letters - Salutation & Envelopes

    IRA Gift Tax Receipt Letters - Salutation & Envelopes

    When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
    Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I don't even have an option to change the address when I run the job to process envelopes.
    This process is very frustrating, completely messes with a smooth work flow, and often leads to much unnecessary wasted paper and ink when these things are missed in bulk.

    IRA Gift Tax Receipt Letters - Salutation & Envelopes

    When processing IRAs or charitable bank gifts, while we can now get the address on the tax receipt letter to populate as the Donor Advisor instead of the "donor"/Bank - I am still having issues with the salutation being the Banks/"donors" name and not the Donor Advisor, even when I populate this field to "John Smith".
    Then, when I print envelopes, no matter what I do, the envelope will print with only the Bank/"donors" address. I have to go in separately and print an envelope from each personal profile since I… more

    2 votes

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    0 comments  ·  Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
    Archived  ·  Holly Spitz responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.