1226 results found
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Net Asset Hyperlink
During audits, we reconcile the Net Asset account for each fund. While the total Net Assets for each fund appears as a hyperlink, clicking it does not display any associated G/L transaction history. Having visibility into all transactions tied to a fund's Net Assets would be extremely helpful for identifying discrepancies and resolving errors during the audit process.
5 votes -
Report Filtering
When running reports, it would be helpful to expand filtering options in general. For example, I can currently add a filter for "Ref" under the Notes report and stipulate "NOT profilepayment" but I cannot add multiples such as "NOT profilepayment and NOT donation". The help desk said the only way to do this would be to build multiple reports. I've run into this filtering limitation with other reports/fields as well.
8 votes -
Grant document attachment: Option to set to no grant document by fund or fund group
I would love to be able to set a default "no grant document" by fund or fund type and then have a choice at grant letter to turn off the letter like we can for award letter. It is tedious to find and delete attached grant letters to grants that do not require letters. In our case, we do not send letters with grants that come in from GLM. I understand I can turn it off by check batch, but that means I need to sort out which grants are which at the time of the check run each time…
27 votes -
Opportunities - Grant files
I would love for a successful Opportunity to be turned into a Grant. All correspondence on the activity could then be rolled over to the Grant file.
2 votes -
Multi Fund Grant Reporting
Current Challenge: The grant reporting system currently lists each fund disbursement as a separate grant, even when multiple funds contribute to a single board-approved grant. This results in:
Overstatement of grant count: A single grant appears as multiple entries.
Underreporting of average grant size: The total amount is split across entries, skewing metrics.
Reduced clarity for stakeholders: For example, a $25,000 grant funded by five sources appears as five $5,000 grants, misrepresenting board decisions and complicating analysis.
Proposed Solution: Implement a reporting enhancement that consolidates multi-fund contributions into a single grant entry. Key features could include:A unified grant ID…
2 votes -
Fund Design - Permission for adding fund images and description(s)
Our Communications team would like to be able to add photos and fund descriptions but we are very hesitant to give them full fund edit permission. Can you provide a new "Fund Design" permission so that this can be accomplished?
15 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.
3 votes -
krandall@nccommunityfoundation.org
Idea for Fundraising Campaigns - Allow the option for donors to start recurring gifts on the donation page.
2 votes -
Fundraising Campaign - Giving Levels
We need to modify giving levels for a fundraising campaign. As is right now, fundraising campaigns follow the system wide giving hub giving levels. Even if we set specific giving levels on the fund tied to the fundraising campaign, the levels shown on the campaign still default to the default giving hub levels, not the fund.
2 votes -
give hub
It would be helpful if we could add a checkbox for a donor to request further information on starting a fund or making a charitable estate gift when they make a gift on the Giving Hub and be notified that they are asking to be contacted.
2 votes -
engagement strategies
Utilizing Engagement Strategies for tracking and managing pools of constituents is a great tool, but it would be more useful if we were able to set criteria for each "Strategy" created. This would allow for a more structured system and provide some context to the intent/purpose of each strategy.
2 votes -
Revenue Share: "Percent" and "Avg Balance" Columns do NOT export
Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.
10 votes -
Close period - additional options
It would be helpful if month-end close could be broken down so we could close by the transaction type (ie donations, grants, vouchers, general ledger) or even by division. There are some areas that Finance wants to close ASAP to prevent back-dated transactions by other departments, but other areas that need to remain open for entries by Finance. The current all-or-nothing approach forces us to keep the period open, which means transactions (often grants) can post incorrectly into a past month. Please consider the functionality to allow for piecemeal closes instead of one all-encompassing.
3 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
2 votes -
Opening Fund Amount
My community foundation does a lot of reporting with opening fund balances. I would love a reporting field option to pull opening fund balance or maybe even just the first donation amount.
2 votes -
Fund Reminders
Can we create a reminder when a fund reaches a certain age or balance that is sent to our outlook?
6 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.
2 votes -
Bank Reconcile - Reconcile List button within the reconciliation
Would love to have the "Reconcile List" button that takes you back to the list of reconciling accounts within the completed bank reconciliation page. As I'm now approving bank recs within CSuite, I currently have to press "Back" and then "Reconcile List" once I've approved a bank rec and I'm ready to go to another one.
6 votes -
LYBUNT
We need a way to run LYBUNTS for specific funds that doesn't take other fund donations into account. We have different fundraising goals and outreach for specific funds. There is not a way for us to pull a list of people who donated to 'Annual Fund' last year but not this year because when you run a LYBUNT and filter by Fund, IF the donor had made any other gift in the timeframe they do not show up. We had donors who made pledge payments to a special project but had not made their annual fund gift yet, get left…
3 votes -
Philanthropic Interest to be set on the Fund
Possibility to have the "Philanthropic Interest Type" to be set under the fund. This could allow for staff to tag the preferred type, and maybe in the long run use that field to filter the donor portal based on the donor's interest.
3 votes
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