1343 results found
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DAF Internal Grant LYBUNT/SYBUNT Reporting (Internal Grant Activity)
We are looking for enhanced reporting capabilities for Donor Advised Funds (DAFs), specifically around LYBUNT/SYBUNT-style tracking based on internal grant activity rather than donations.
Currently, it is difficult to:
-Identify DAFs who gave (via internal grants) last year but not this year (LYBUNT)
-Identify consistent vs. lapsed DAF grant activity over time
-Create clean rollups at the fund/advisor level without significant manual work (often requiring Excel exports)Use Case:
Foundations want to proactively engage fund advisors who may have lapsed in their granting activity, similar to how LYBUNT/SYBUNT is used in traditional fundraising.Suggested Functionality:
-Native LYBUNT/SYBUNT filters for internal…1 vote -
Bulk email for grantees
I think it would be very beneficial if we could send a bulk email to grantees, and have the email save in Notes in each profile.
6 votes -
Tasks: add ID name to the columns displayed
On the tasks tab, the due date, type, description, ID #, assigned to, and created by are displayed.
Is it possible to add the column that shows who is attached to the ID # (such as the "grantee" or "profile name"?
Thanks.
Carrie1 vote -
Almost every Technician I speak with when necessary does not know enough about creating and generating Tribute Cards to support us.
Train more techicians to understand the logistics behind creating and generating Tribute cards please.
1 vote -
Featured Fund in Giving Hub Check Out to Seek Supplemental Donation
Beyond being able to promote funds in the grid of funds in the Giving Hub it would be great to have the ability to feature one fund (like the foundation's general fund) during the checkout process to encourage a supplemental contribution in addition to the fund the donor is choosing to support. You see this functionality often on giving day platforms as a way to "tip the host."
1 vote -
aallieri@cfpbmc.org
Enable the ability to disable the “Attach Files” field on the Grant Request screen in the portal. We would like the option to turn off file attachments for fund advisors when submitting grant requests, as this feature is not being used as intended.
1 vote -
Donation Batch Workflow - Spendable
LOVE the concept and functionality of the Donations Batch Workflow, but many of our largest volume batches are those that are applied to spendable for the fund. While the batch concept is pretty awesome, if the Apply to Spendable selection could be added to the full batch options (rather than going back to edit each donation one by one), that would be so very wonderful.
4 votes -
Tribute
Tribute tab in Donations - we would like to have the number indicator back on the Tribute tab in Donations. The number indicator let's us know there is something that needs to be addressed on that tab, similar to the number indicators for the other tabs in Donation on the attached screenshot.
22 votes -
Add more options to (and/or the ability to customize) Grant Quick Payment Schedule
Right now there are options for month, quarter, and year. It would be great to have additional periods like weekly or biweekly here. In a perfect world, this could be customized with the same level of granularity as Outlook's recurring appointments (e.g., "Recur every [x] week(s) on: [Date of Week]" with the option for defined end dates)
0 votes -
'List Profile' vs 'List' Side Bar Options
When viewing profiles within a specific profile type, the page layout isn’t very user-friendly. My instinct is to click the top option to access a dropdown of all profiles within that type. Instead, the current “List” button at the top redirects me back to the page showing all profile types, which feels unintuitive. Improving this flow would make it more efficient when discussing profile types with team members who are not in C-Suite as often.
1 vote -
Summit April 20th: Luzmo Data Viz - Default Dashboards
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Luzmo Data Viz - Default Dashboards option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Email Platform Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Email Platform Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Mobile App
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Mobile App option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
Summit April 20th: Bank & Investment Integration
Please post your feedback in the comments of this post here following the Summit Session: CSuite Plug In and Power Up: Integration Add-Ons
We are requesting you share any additional thoughts or ideas you might have about who we should partner with for the Bank & Investment Integration option, how you would ideally like it to work & any other information you can share with us.
As part of what you share with us could you also provide the problem statement of what you are hoping this add-on could solve?
1 vote -
budget
It would be great to be able to put alternate budgets (reforecasts) into CSuite for the same year so report on both the original budget and updated forecast. Right now, it only allows one budget per year.
10 votes -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
grant request cart
We'd like to recommend a couple of additional customization options for the online portal:
1). It would be great if we could customize the text of the Grant Request "Description" box (specifically, we would like to be able to include instructions about what people making Grant Requests should include in that box. Right now we have some "Portal Content" text that provides those instructions, but we feel the instructions would be followed more consistently if we could change the name of "Description" -- to utilize this change effectively, we would also like to see a character limit for the box…
3 votes -
grant payment notification for scholarships
Fund Advisors of scholarship Funds do not receive email notifications when scholarships are paid, even though scholarships are paid as grants within CSuite. Please make Grant Payment Notifications apply to scholarships. I'm fielding lots of questions from anxious FA's about whether or not checks have been sent out.
7 votes -
Search by Account Name
Right now, we can search by GL account number in the search bar but it would be great if we could search by account name. Is it possible to add that functionality?
5 votes -
Year over Year w/ Leap Year
We're running into an issue with running year over year financials for February. The system is pulling 02/28/2025 and 02/28/2024, instead of 02/29/2024. We run quite a few comparative reports and we're having to manually manipulate the 2024 column. It would be great if the engineers could fix the coding so the system would pull the month end date, rather than a set date.
20 votes
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