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270 results found
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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 -
"Assign to" should default to creator
It would be very helpful if the "assign to" automatically checked the user creating the task.
2 votes -
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…3 votes -
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…
3 votesHello,
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Thank you
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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…
1 voteHello,
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
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Opportunity Name
Have a convention called Naming or Description for the opportunity itself that will allow to name or describe the opportunity without adding a task
2 votes -
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 -
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 -
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 votesHello, 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.
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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 -
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 votesHello, 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.
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Make Campaigns Compatible with Grants
UPDATE- I've found a way but it's a quite a few extra steps. Involves going to the GL transaction level detail.
I've been looking at using campaigns as a way to track multiple grant projects in the same fund. I'm successful in associating a grant received via donations and attaching vendor payments. It has the option for a very tidy income statement, which I love. The only thing needed to complete the picture is grants made by the program. At present you cannot assign a campaign to the grant or the voucher associated. This fix would basically make it as…
2 votesHello, 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.
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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…2 votesHello, 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.
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Add an Affiliate or Service Area field for Opportunities
Not all Opportunities relate directly to a fund or have giving as their aim - especially if an organization is using Opportunities as their functional CRM where the emphasis is on tracking and capturing relationships. However, for reporting from Opportunities, there is no ability to segment reporting if the Profile linked to the Opportunity does not also have a fund relationship - for example, if I am working with a donor who has a fund, the Tasks or Notes report will allow me to include a column for Division, but that reflects the Division of the fund. There are many,…
1 vote -
donation
Please change back the donation page. Why would you put the Reference, Task, Files, Notes in the middle and have additional information below that when that is more important. Is there ever communication with your customers to see if this is what they like or want?
1 vote -
Grant Report Due Notifications
It would be great if you could create a task for grant reports that are due and link them to the grant report due, assigned to the individual responsible for collecting and reviewing the reports. That way there would be an easy spot to see any overdue reports and follow up with grantees without having to track in an external location.
1 vote -
Print/export all info on a profile option
It would be great when on a profile page you can print and/or export all data related to a specific profile to get a complete snapshot of their association with the Foundation instead of having to try to create custom reports for this.
1 vote -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
Fund History Report
On the Donor - Fund History - page, how do I show the actual amounts of the grantees on the pie chart? Currently the amounts are only visible if the mouse is hovered over a piece of the pie chart. Is there a way to make this completely visible in the settings so we can use this in meetings with Fundholders?
Thanks!
1 voteHello, 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
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Suggested edit to "Contributions" tab on Fund Advisor Portal
In the Fund Advisor Portal, there should be a way to remove the column titled "Contributor" from the "Contributions" tab? We want to show our donors the dates and amounts of contributions to the fund, but we do not want to show donor names nor do we want the word "anonymous" to appear on each row. We would love to have the ability to hide or remove that column completely.
1 voteDue 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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