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1234 results found
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Proposed Feature: Donation Gifts & Gift Notes
We would like to add functionality that allows fundraising campaigns to offer tiered “thank-you gifts” based on donation amounts. Donors could select from available gift options when they contribute, and the system would automatically track eligibility by donation level.
Additionally, we want to include the capability for donors to send personalized notes or “gift notes” to recipients. This option would allow donors to dedicate their gift, include a special message, or notify someone that a donation has been made in their honor.
Key Capabilities Requested:
Ability to assign specific gifts to predetermined donation tiers
Automatic display of eligible gifts during the donation process
Option for donors to include a personalized note or dedication
Delivery of gift notes via email or printable format
Administrative tracking of gift inventory and fulfillment
We would like to add functionality that allows fundraising campaigns to offer tiered “thank-you gifts” based on donation amounts. Donors could select from available gift options when they contribute, and the system would automatically track eligibility by donation level.
Additionally, we want to include the capability for donors to send personalized notes or “gift notes” to recipients. This option would allow donors to dedicate their gift, include a special message, or notify someone that a donation has been made in their honor.
Key Capabilities Requested:
Ability to assign specific gifts to predetermined donation tiers
Automatic display of eligible gifts during…
2 votes -
Campaigns for programming sign-up
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes up after the registration is submitted, and go straight to the “add guest information” screen
- Can the button that says “ADD GUEST INFORMATION” have different text? This screen is the biggest pain-point in all of our campaigns. If there has to be a screen like that on all online registrations, it would be great if it was moved to before checkout.
- Can the “GUEST REQUESTS” text be edited so that question can be a more flexible space to gather guest information. The attached screenshot shows one way we use that question.
- See screenshot attached--the text at the top is very confusing to our guests.
We use campaigns for programming event sign-up and always struggle with a few things that cause confusion with our attendees. For program, each person needs to complete their own registration. Here are some things that would improve the experience.
- Can the button that says “ADD TICKETS” be customized?
- Is it possible to limit the number of “tickets” a person can register?
- Is it possible to make the registrant’s address required?
- If it is possible to limit the registration to 1, can the guest information be added automatically, or that screen be eliminated completely?
- Can we skip the screen that comes…
6 votes -
Attachments to Beneficiary Grants
The ability to attach documents to recurring grants is great but it would be nice to be able to attach documents to beneficiary grants as well. We process a large number of beneficiary grants and it time consuming to have to attach all the necessary documents to each grant every time we process those grants.
3 votes -
Online silent auction
An option for an online silent auction including a way to add photos of the item and logos of donating business. Include a payment link for the winners.
Basically, the same function as a site like Givergy but all built in to this system.12 votes -
Add Grant Approver and Voucher Approval to Bulk Edit in Reports
Currently you can only add/delete grant and voucher approvers in Funds > Grant Approver or Voucher Approver. Clicking into the name of an approver brings up a list of every fund in the system, but you cannot filter it by fund group or any other filter.
I suggest just adding Grant Approver or Voucher Approver in the Bulk Edit menu on Reports! Then we can create a report that filters funds to our desire and then change Approvers there.
Looks like similar request was suggested in 2021 but archived from lack of engagement: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44612853-add-fund-groups-to-grant-voucher-approval-process
3 votes -
Prevent sending grant notify email when we void and reissue Grant to the fund advisor
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way for us when we void and re-issue a check for a grant it doesn't send an email? Or it is a separate template and we have an option to communicate a repayment or not communicate a repayment on a grant to fund advisors.
Sometimes nonprofits don't cash their checks for grants and after months we need to void and reissue a check for the grant. The problem is that the system sends a grant paid email to fund advisors who have grant notify on. This causes a lot of confusion because fund advisors are notified that a grant is paid and think it is a mistake, they don't attribute it to the original grant they made because it could have been months ago. They also don't except to see multiple emails of a grant payment for one grant. Can there be a way…
5 votes -
campaign
I really appreciate the ability to customize campaigns with full HTML functionality. It has made our event pages look polished and visually engaging.
That said, I’ve run into an issue with the Location field. Since this field is required to appear on ticket receipts, it would be much more intuitive for it to display at the top of the campaign page alongside the date and time. Currently, it appears at the very bottom of the page, where it’s easy to miss and not particularly useful for attendees.
If I include the location only in the description, where it can be formatted and displayed more clearly, it does not populate on the ticket receipts. This creates a bit of a usability challenge, as we need the location to be both visible on the event page and included on receipts.
Improving the placement or flexibility of the Location field would make this feature much more user-friendly.
I really appreciate the ability to customize campaigns with full HTML functionality. It has made our event pages look polished and visually engaging.
That said, I’ve run into an issue with the Location field. Since this field is required to appear on ticket receipts, it would be much more intuitive for it to display at the top of the campaign page alongside the date and time. Currently, it appears at the very bottom of the page, where it’s easy to miss and not particularly useful for attendees.
If I include the location only in the description, where it can be…
1 vote -
Alert or Task Pop-Up Reminders
It would be very helpful if you could set a pop-up reminder for a task or alert that automatically popped up when you log into the system on the date that the reminder is set for.
11 votes -
Giving Hub pages not optimized for social sharing
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social sharing, but this is not efficient.
When sharing direct links to pages within the Giving Hub, there are no defined metatags (og:title, og:image, og:description) which means the link preview in social media sites (or other places it's shared digitally, i.e. new Outlook) is empty/blank. This is not optimal for marketing purposes and particularly when we'd like donors/orgs to share direct links to donate pages and/or to campaigns.
The same is true of the landing pages for each section of the Giving Hub.
We could, I suppose, create a page on our org's native website "news" feed to correspond to each campaign for the purposes of social…
12 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
15 votes -
Accept Combination of $ and , entered in Grant Request Amount on Portal
When creating a grant request, an error is still presenting if the user enters a dollar sign and a comma in the Amount field.
It does not error out if they only enter one of these.
Can you strip out the characters rather than display an error message?
12 votes -
Add ability to COPY internal grants in new Portal
In the new Portal, in Grants / Grant History, it's possible to COPY a previous external grant, but not to COPY an internal (i.e. fund to fund) grant. See attached screenshot. Why? Can this functionality be added?
13 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.
5 votes -
Reporting on donations by campaign groups
Would like campaign groups to be a field in a campaign report. This would help me pull a report on donations made by specific groups/tables.
Currently, campaign donations report only show ticket purchases and not donations also made via stripe.
3 votes -
Imports to a Linked Donor Fund
I would like to be able to upload a donation import file that includes donations to a fund that has linked donors.
Today my import failed because the file had one donation to a fund with a linked donor. The linked donor on the fund was also the donor in the import file.
3 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most recent period (month) on the Fund Summary screen. We know we can pull this field into a statement of activity, so I'm wondering if we can work with Foundant to find a way to display it on Fund Summary, pulling from the same field as we do for our statements of activity. Happy to share a sample of our fund statement if that would help.I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…8 votes -
Fund admin fees on Fund Summary in portal
Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!
8 votes -
Sort Feature on Bank Reconciliation
Please bring back the sort feature on bank reconciliation. It was very helpful when looking for check #'s and deposits.
8 votes -
Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.
Allow for a staff person to indicate a different staff person in a 'Who' field when entering a note instead of auto populating this field with the person who is logged in.
15 votes -
check labels
ALL labels and envelopes should be downloadable in Word for easy editing. The area where they are not that I have had issues with today is in check batches. I use that feature when we do our large designated check run each year and the labels always need adjusted. Even with Acrobat Pro, this is difficult to do.
12 votes
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