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payment date
When importing grants you currently can not import into the payment date field. I would like this field to be added as an import option. If we want to book a years worth of grants when the request is received but schedule grants to go out each month, we now need to manually change the payment date for each grant. This is very tedious and would be great if we could just schedule the grant date and payment date in the import template.
6 votes -
Bulk sale of public securities
Quickly sell public securities in CommunitySuite without realized gains/losses, fees applied. "Sell all" or checkbox list option when selling. Public Securities comprise the majority of gifts received. RBC typically does not record the realized gains/losses, fees until month end statements are produced for the investment accounts.
2 votes -
End of day EOD values for public securities
Return the End of Day values when entering public security donations.
2 votes -
Printed Fund Statement Letter Template
Is it possible to have a template letter to include with the printed Fund Statements just like the template for the emailed Fund Statements? We want to customize the letter each quarter and pull in the "Salutation" field for each printed Fund Statement.
3 votes -
Improving Campaign Visibility and Reporting for Fund Advisors
Campaign reporting and management are currently very difficult for Fund Advisors to navigate within their portal. We frequently receive questions asking whether the amounts displayed are from general donations or generated through an active campaign.
It would be incredibly helpful to have a dedicated “Campaign” tab within the Fund Advisor portal. This tab could provide a clear overview of all active campaigns, including sales data, donor information, and various reporting metrics.
At the moment, I’m having to compile and share this information manually in a single report so Fund Advisors can view all relevant campaign details in one place.
3 votes -
Show Internal Grants on Portal Charts
Currently, internal grants do not show on the portal grant summary charts. This is confusing for fund advisors who want to see all that their fund has given to. The charts are not showing the true picture by excluding internal grants. If the same date range as the chart is used to filter the detailed grant history, the amounts are different. Again, this is confusing to fund advisors.
3 votes -
Bring back sold amount option for tax receipts
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.
10 votes -
Discount Codes for Event Tickets
I'd like to have the ability to offer discount codes on event tickets. Right now, there is the ability to create a private ticket, but that is more suited for complimentary tickets. I would like to allow discount codes for a certain dollar amount off. This would help us not have to use ticketing platforms such as Eventbrite, which offer the discount code option.
18 votes -
Barb@jewishtoledo.org
Currently, there is not an automatic field for the Profile Age based on the DOB field. Is there a way that this can be programmed so that we don't have to export a list of people into an Excel spreadsheet and create a formula for this? In our organization, we do a lot of programming for age groups and having the age automatically show up on the profile page, would be awesome and less time consuming on the staff. Thank you for listening to my suggestion.
3 votes -
Consolidate fund notifications
I have some fund advisors who want to receive the notifications that go out regarding grant requests from a single fund, but they would love not to get multiple separate emails from the system for example. In the most recent case, the fund advisor had made 32 separate grant requests. It would be great if by fund, we could have options for how this information is received by the fund advisor. Consolidated by week or Per Grant Request.
3 votes -
Archiving Campaigns
I wish archiving campaigns was easier than the multiple steps that it is now. If it could be a toggle on the main page, it would be less time consuming.
4 votes -
When copying a fund, provide an option to copy the templates
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 -
Expendable Fund Distribution Alert
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a threshold for which the distribution requests could not exceed and have the ability to set the threshold in the system. For example: Our staff might create an internal policy that states that expendable fundholders cannot make a distribution request that exceeds 80% of the fund balance.
With an alert a fund advisor who seeks to make a distribution request online that will exceed 80% of the fund balance, for example, will receive an alert and the distribution request won’t be processed until the fund advisor communicates with the key personnel. The community foundation key personnel will be given an alert via email. The distribution request would only be completed online or internally (captured via phone call or email) when the key personnel remove the alert in CSuite.An automatic alert on the fund profile would support the staff who process the distribution requests. The alert should be automated if possible. The idea is to allow the system to make the staff (admin included) aware. If the staff create and attach the alert to the fund the process won’t be as helpful.
The integration of fund balance alerts in CSuite will support fund advisors and foundation staff meet their goals. Many financial institutions have alerts. I believe the creation of fund balance alerts will provide a welcomed solution for our expendable fund advisors, especially non-profit leaders, and position Foundant’s users for greater client retention.Thank you for holding space for your user’s thoughts. Any advancements made to support the members of our community is appreciated. Thank you for your time and consideration.
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
4 votes -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes -
Interface Color Customization
We’d really like to suggest adding the option to customize the color scheme in Csuite. This idea has been mentioned here before but was archived. Many commonly used platforms now offer some level of visual customization, so adding this feature would bring Csuite more in line with user expectations. It is a small change that users would likely appreciate.
Even just a few preset themes or the ability to use an organization’s branding colors would make the platform feel more modern and visually appealing. The current interface is very neutral, and adding some color options would help make the experience more engaging.
We’d really like to suggest adding the option to customize the color scheme in Csuite. This idea has been mentioned here before but was archived. Many commonly used platforms now offer some level of visual customization, so adding this feature would bring Csuite more in line with user expectations. It is a small change that users would likely appreciate.
Even just a few preset themes or the ability to use an organization’s branding colors would make the platform feel more modern and visually appealing. The current interface is very neutral, and adding some color options would help make the experience…
3 votes -
Mark a couple of note types as sticky ones
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 -
Recurring Stripe Donation Details on Portal
Please provide a setting to toggle on/off to share the recurring donation details with fund advisors.
Example: A fund advisor wants to see if donations to their capital campaign fund are recurring. Right now, this information is not accessible through the portal.
Knowing whether it is a one-time gift versus a recurring gift is something we should be able to easily share with fund advisors!
2 votes -
task
Hello! Just started using tasks, and enjoying it. Would like a weekly task option, so it's easier to see what is to occur within the week. Filter option would be good too on the dashboard.
4 votes -
Ability to edit labels in WORD doc
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 -
Fund Statement Labels
When printing labels for paper fund statements, please change them so they print in the order that the fund statement prints instead of alphabetical order by the fund advisor's name.
2 votes
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