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Improved Grant Catalog Capabilities
We are in the process of launching our first grant catalog. We have carefully curated the catalog, retitling it the Giving Gallery and selecting a diverse range of requests. We are eager to share this opportunity with our donors and larger community. However we have a few notes for consideration.
When a fund advisor goes to their portal and selects "Grant Catalog", they are met with the requests. Upon clicking inside the requests, they have two options for funding: make a donation and make a grant request. A lot of our donors, like many CF's, are older and may be confused by the different options. Many fundholders do not know what a grant is--they think of all gifts as donations. I would prefer they only have the option to create an advisement to limit confusion and supplement DAF engagement.
When scrolling the catalog, the preview text of the request becomes a homogenous form, difficult to distinguish. The short description does not have HTML coding capabilities. If it were to, it would help distinguish the text greatly.
The grant request categories are the same, internally to our staff and externally to grant catalog users. I would like to use categories in the catalog, but cannot because our categories are not simple enough for donors to navigate. We should have increase capabilities to have grant catalog specific categories that do not interfere with the pre-existing internal categories.
All of these options would greatly supplement the user experience of the catalog.
We are in the process of launching our first grant catalog. We have carefully curated the catalog, retitling it the Giving Gallery and selecting a diverse range of requests. We are eager to share this opportunity with our donors and larger community. However we have a few notes for consideration.
When a fund advisor goes to their portal and selects "Grant Catalog", they are met with the requests. Upon clicking inside the requests, they have two options for funding: make a donation and make a grant request. A lot of our donors, like many CF's, are older and may be…
6 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
6 votes -
campaign budget
Since we are able to run income statements for Campaigns, it would be nice to create a budget as well. We hold events and use this option and each event usually has their own budget. - I know you archived but this is extremely IMPORTANT.
14 votes -
Proposed: Financial Advisor Portal
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations with a formal organizational relationship to the foundation
- Financial Advisors = professional intermediaries managing funds on behalf of donor clients
Portal Access Scope: The financial advisor portal would display:
- All funds linked to that advisor (across households/clients)
- Grouping by household or client name
- Fund balances, grant history, and giving history per group
- Grant recommendation capability (same as the fund advisor portal today)
- Optionally: contribution/gift entry on behalf of clients
What It Would NOT Do:
- It would not create or modify the Affiliate/Supporting Org record
- It would not surface affiliate-specific workflows (e.g., supporting org grantmaking, affiliate fund pools)
- The two portals remain independent — a fund can have both an affiliate relationship and a financial advisor without conflict
How It Could Be Configured: A possible setup flow in CommunitySuite would look something like:
- Create a Financial Advisor profile on a contact record (similar to how an affiliate is created on an org record today)
- Link funds to the financial advisor — either directly on the fund record or via a "Financial Advisor" relationship field
- Define groupings — advisor can be given the ability to label/group their funds in the portal, or staff can pre-assign groupings (e.g., by household)
- Send portal invitation — a dedicated portal URL or login type that renders the financial advisor view, not the fund advisor or affiliate view
Why This Matters: The affiliate portal's grouping feature is essentially being "borrowed" today by foundations that want to give financial advisors a multi-fund view. The problem is that it:
- Pollutes the affiliate/supporting org record with non-org contacts
- Creates reporting noise (financial advisors showing up in affiliate reports)
- Conflates two very different relationship types
A dedicated financial advisor portal solves the relationship integrity problem while delivering the grouped, multi-fund experience that financial advisors actually need.
Posted on behalf of Community Foundation of the Ozarks
Concept Overview: A third portal type (or a distinct configuration mode) that mirrors the affiliate portal's grouping functionality but is purpose-built for the financial advisor relationship.
Key Features: Fund Grouping
The financial advisor should be able to organize their clients' funds into logical groupings — by household, family name, client tier, or advisory team. This mirrors the affiliate portal's grouping capability without co-opting the affiliate record type.Separate Record Type: Rather than using the Affiliate record, CommunitySuite would introduce a Financial Advisor record (or profile type) in the CRM/contact layer. This keeps the data model clean:
- Affiliates = supporting organizations…
2 votes -
Allow grant requests to be submitted when a fund's available cash balance is insufficient
Problem and use case:
Some DAF foundations/organizations operate in a model where grant requests are submitted before funds are transferred into the fund. The vetting, due diligence, and approval process must happen first, and the donor does not send money until after the grant has been approved. As a result, the fund will almost always carry an insufficient cash balance at the time a request is submitted.
Currently, the portal blocks fund advisors from submitting a grant request that exceeds their available cash balance. For organizations that follow this workflow, this restriction makes the grant request feature unusable, forcing them to manage requests outside the system entirely (via email, phone, or third-party forms). This creates inconsistency for donors and an additional administrative burden for staff.
Proposed solution:
Add a setting at the fund level that allows administrators to override or disable the available cash balance requirement for grant request submission in the Portal. This would allow donors to submit requests through the Portal regardless of current balance, while the foundation/organization retains full control over which funds have this capability enabled.
Expected impact:
This would unblock a meaningful segment of DAF/foundation clients from using the grant request workflow end-to-end within the portal, reducing reliance on offline processes and improving the donor experience.
Problem and use case:
Some DAF foundations/organizations operate in a model where grant requests are submitted before funds are transferred into the fund. The vetting, due diligence, and approval process must happen first, and the donor does not send money until after the grant has been approved. As a result, the fund will almost always carry an insufficient cash balance at the time a request is submitted.
Currently, the portal blocks fund advisors from submitting a grant request that exceeds their available cash balance. For organizations that follow this workflow, this restriction makes the grant request feature unusable, forcing them…
1 vote -
OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each profile (although it was much more cumbersome to add templates). Something like that would be great!
With the option for donors to access their acknowledgements online through the portal, it will be important that they get the correct information.
It would be great if there was a way to save edited acknowledgments/tax receipt letters to profiles without having to download them and reupload them to the files area. We have soooo many different scenarios that we simply cannot put in enough tax receipt templates, and we are always making several edits to the templates. This means the letter that is saved with the gift is not what actually was sent.
With FIMS, we were able to click a button to run macros after we were done making edits, and it saved all the letters in the file to each…
28 votes -
Internal Grants Display Differently Between Portal List and Export
When you look at the Grants within the portal, the grantee column shows the name of the fund to which an internal grant was made. When you export this same data the csv file shows the grantee name as the name of your foundation, which is causing confusion for advisors who are comparing the two. Is it possible to have the grantee be the fund name in the export as well? It would be also be great to be able to customize the fields that are included in the export beyond the default selections.
2 votes -
Add "Item Dates" to Tax Receipt Fields
It would be nice to include an "Item Date" for tax receipts in the foreach item section. Currently, if you wish to include the date of an item/donation for a tax receipt in a table, a SET-REF condition needs to be used within the template.
9 votes -
Add the 'Log' Menu item to every screen that has data on it.
Many screens have the 'Log' menu item, but not all of them. For example, Fund fee type has a 'log' button to see who edited it, but Admin Fee types does not. But if you go into "Logs" and add a few filters, you can create a filter that approximated what the 'log' button would have done for that screen.
It would be best if all screens that had any sort of editable data on it had a 'log' button on it that would create a filtered log list for that item.
26 votes -
Show what tax receipt template will be pulled on the donation record (to match the recent enhancement to grants)
Show what tax receipt template will be pulled when I am on the donation record (to match the recent enhancement to grants)
14 votes -
Add Content section for Yearly Tax Receipt emails
We recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would also be nice to have a "preview email" option before sending in bulkWe recently sent out our yearly tax receipts (we call them Annual Donation Summaries) and when these are emailed in Bulk, there is no option to add an email Subject or Body and no option to update the PDF file name. Technically, they aren't tax receipts but a summary of the donations and tax receipts the donors received the previous year. We would like to see the following updates:
1) Ability to update email subject and body for bulk emails (this functionality exists when sending them individually)
2) Ability to rename the merged PDF documents before printing/emailing
3) It would…24 votes -
Tax receipt
When I uploaded a new default tax receipt template, I see that it is applied to all past donations. For example, a tax receipt that was sent on 4/9/25 does not preserve the actual tax receipt that was sent - what is preserved is the date and time stamp, and when I click "tax receipt" next to the printer icon, what is created is a tax receipt using the most recent default template. Would it be possible to also save the tax receipt that was sent at the date/time of the time stamp?
4 votes -
Historical Donations - Editing the Donation Comment
The Donation Comment for historical donations needs to be editable just like any other closed donation. There is an [edit] link beside it, but it takes you to a 404-error page when you click it.
19 votes -
Hold tribute emails for review
Recently a donor opened a new fund in honor of someone's 90th birthday. They asked that we hold notifying the honoree until after their birthday so it would be a surprise about the new fund.
Unfortunately there wasn't a way to stop a donor from automatically sending the email. I would like an option to edit/approve these email messages rather than them automatically sending.
7 votes -
Checking Account on closed funds
All funds, even closed funds are required to have a checking account. However, if a checking account is listed on any fund, that account can't be closed when the bank account is no longer in use. We are running into an issue where we have a bank account that has been closed, but there are many (44) old, closed funds that have it listed as the checking account, so the account can't be closed in Csuite. While I can reopen and change the checking account on the closed funds, this is time consuming and I still have to change it to another bank (rather than leaving blank) account, which could in the future be closed. It would be great to have an option to remove default accounts from closed funds completely or at least edit them in bulk.
All funds, even closed funds are required to have a checking account. However, if a checking account is listed on any fund, that account can't be closed when the bank account is no longer in use. We are running into an issue where we have a bank account that has been closed, but there are many (44) old, closed funds that have it listed as the checking account, so the account can't be closed in Csuite. While I can reopen and change the checking account on the closed funds, this is time consuming and I still have to change it…
2 votes -
grant request notification - more info
I like the 5/28 addition of the grant request notification to include the grantee name and grant amount. Could this be expanded to also include the fund name and any notes? That would be a huge time saver!
12 votes -
EIN # on Payment Notification
Please add ability for EIN # on Payment Notification --
Need to expand and make available merge fields within Content spaces for Grant Post Notify:
{{#foreach grant}}{{fundname}} :: Grant {{grantid}}
Grantee: {{vendor_name}}
Payment Amount: {{amount}}
Description: {{description}}ADD --> EIN: {{EIN}}
2 votes -
Multifund Donations - same fund, add description fields per
Occasionally, we receive a donation to a single fund but with more than one restriction. For example, a $100 check will arrive with the restrictions of $70 be used for purchasing materials and the other $30 for general operations. Currently, we would make two separate donation entries of the same check number/donor and include the restrictions in the respective description fields.
An idea to keep a singular donation profile and these multiple designations would be to have the ability to create:
1) multifund entries to the same fund
2) optional description field per multifund entry5 votes -
Bulk reassign tasks
We would love the ability to bulk update tasks. I am looking at a report with unique IDs and 150 tasks to manually reassign to a current staff person.
I see this idea was proposed previously and archived, so I'm posting fresh to hopefully gain some new interest in this idea. Thanks!
13 votes -
Fund Statement Review Email Body
It would be helpful if the Fund Statement Review Email Body email would allow for one email to be sent to a fund advisor letting them know that multiple fund statements are ready instead of an email for each individual fund statement. We have some donors that are fund advisors to several funds so will receive multiple emails. It would be efficient to have this information all in one email.
9 votes
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