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1476 results found
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Grant Request created from guidestar should show address in CSuite when processing grant requests, not just grantee name, and profile matche
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the grant we should see if it is a new grantee and the address information - so we can check if it is one already in our system. It would even be great if it compared for EINs in our system to see if there are potentially existing matches already. It is especially challenging when it is something like American Red Cross when there are multiple branches and we aren't sure if this is one we already have a profile for or if it is one in another city that we haven't.
When fund advisors use the guide star search, when staff process the grants in the new bucket all they can see in the new grantee field is the name and that it was from guidestar search. Often times, even though the guidestar search was used, we actually already have the grantee in our system. Our grants manager has to make the new grantee, compare it to the one in our system, and if it already exists then delete the new profile, and change the grantee in the grant. It is a lot of steps to take. When we see the…
21 votes -
Transactional Admin Fee Maximum
It would be nice to be able to have a fund fee type of 1% of each donation received with a $1,000 minimum and $5,000 maximum annually, for example. We can currently accomplish the $1,000 minimum by assigning a 0% yearly fee with a $1,000 minimum (in addition to the 1% transactional fee). This fee looks back at transactional fees charged over the year and brings the total up to $1,000 if it isn't already. However, if a fund has already been charged over $5,000, I don't see an automated way to have a maximum fee on a transactional fee type. If you’re setting up a quarterly fee, it allows you to set a maximum annual fee. Could a maximum annual fee be added to the transactional fee types as well? It would be great to be able to put an automatic cap on a transactional fee. Thanks for considering!
It would be nice to be able to have a fund fee type of 1% of each donation received with a $1,000 minimum and $5,000 maximum annually, for example. We can currently accomplish the $1,000 minimum by assigning a 0% yearly fee with a $1,000 minimum (in addition to the 1% transactional fee). This fee looks back at transactional fees charged over the year and brings the total up to $1,000 if it isn't already. However, if a fund has already been charged over $5,000, I don't see an automated way to have a maximum fee on a transactional fee…
1 vote -
tasks
It would be great if tasks could be viewed directly from the profile. Right now you have to click through a lot of places to see tasks. It would be great to have tasks that are not related to an opportunity which is currently not possible. We end up using notes a lot because it is so much more visible from the profile.
7 votes -
Due Diligence Feedback: May 2026
Please post feedback around Due Diligence here.
1 vote -
Grant Catalog Stripe Fee on Donation Report under Grants
We recently used the grant catalog for the first time to handle our Week of Giving Campaign. When I went into the grant after the week to put the donation report for each nonprofit and exported it as a CSV it does not include the "net of fee" amount or even just the stripe fee amount so that I can manually calculate the net amount. Can this field be added into the donation report.
1 vote -
Add the Ability to Reserve/Assign Incoming Grants to Staff Members
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes the requests in the “request” bucket are duplicated—creating more work on our end.
Alternatively, we would need to put a new measure in place that prevents the duplication of grant requests in the “request” bucket. Now, if we both click “create grant” at the same, it will create a duplicate record of the grant—essentially processing it twice, leading to duplicate grant payments and profile creations for new organizations— the system is not catching the duplications since they are created within a split second of each other.
But we are open to other solutions to this issue from Foundant.
We need a way to reserve incoming grants from the request bucket to an individual staff member, because we have two people who work on processing DAF grants, due to large volume. Ideally, we would “reserve” multiple grants at once, and no one else would be able to edit these grants, even while they are in the “new” bucket. Once they move into the “approval” bucket, we would “unreserve” them so that they can be batch vouchered together. This would avoid duplication of profiles and grants themselves. Since more than one staff member is working on grants at once, sometimes…
7 votes -
Bulk Delete Profiles from Campaign
There should be a function to 'bulk delete' profiles using a checkbox when manually scanning the profiles tab, instead of having to click "delete" individually from a campaign, which causes the page to refresh each time and makes you lose your spot.
5 votes -
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…
30 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Bulk Action - Set Grant Documents Template, Set Omit Grant Documents
Add the ability to set the Grant Documents Template and mark Omit Grant Documents to multiple grants via the Bulk Action tool.
Currently, you can set the Grant Award Letter Template and set Award Letter Needed (or not) but cannot do the same for the Grant Documents.
Side note - it would be beneficial to have the language for Grant Documents be consistent throughout the system. When in a grant, it's Grant Documents Template, but when in the Templates section, it's "grant_letter".
11 votes -
Donation thank you option on every donation entered
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you letter outside of receipting. More immiedate.
We would love to see an option to add a thank you call/letter task to every donation made in CSuite. Allow this to be toggled on or off for every donation received or set to donation ranges ie: 20-500, 501-1000, etc... We can set a task now to go in and check for donations made, but if there has been none it becaomes a task that we can ingor rather than a triggered task. It woud be great to be able to set alerts or task to be assigned to any staff member to call or send a thnak you…
2 votes -
attach files
in some areas of CSuite when you click "Attach File" you are given the option to check a box that says "External", however other areas such as vouchers that check box is not available.
As a user I would like the option to attach external links in all areas where "files" would be attached, this would allow my team to link to our Sharepoint rather than saving in Sharepoint and in CSuite.2 votes -
User Specific UI Feedback (Darkmode/Contrast)
Please post feedback here
1 vote -
Import Template for Add Ticket
I would like an import csv for creating campaign tickets as an alternative to the "Add Ticket" method. This would help greatly in reducing the time in takes to create multiple tickets and ensuring that the tickets have uniform/correct settings without clicking back into each ticket.
Fields would include Name, Seats, Price, Value, Available, Private, Description, Donation Account, Non-Donation Account, Sort Order, Sponsorship Type, Receipt Template, etc.
3 votes -
Multiple Engagement Strategies
We have different engagement strategies based on internal personas. For example, we might have a "Frank Founder," (Founding Donor) that is also an "Andy Advisor," (professional advisor). Both have different engagement strategies such as the Andy Advisors getting invited to continuing education opportunities and Frank Founders getting invited to donor appreciation events. Is it possible to make change the drop down menu so that multiple engagement strategies can be selected? Or be able to add a custom field to help capture additional or "secondary engagement strategies?" Thank you for your consideration! :)
5 votes -
editing scholarship fund
Resurrecting an idea that had 9 votes and was archived.
There should be a way to edit scholarship/schol fund rather than delete it and re-enter. We had a new staff some new scholarships and picked the wrong fund. Even though the award was still in the NEW bucket we couldn't edit the fund.
14 votes -
Make Grant Type and Service Area Required Fields on Grants
Add an option to make the Grant Type and Service Area fields required fields on grants.
11 votes -
Add an In Kind Donation Import to the Auction Item Import
CSuite currently has the ability to import auction items into the campaigns module
Auction items are often donated and need to be entered as an In Kind donation
Could Donor information be added to the auction item upload to also create the in kind donations when the auction items are uploaded.
This could would eliminate the current need for double entry
1 vote -
Import In Kind Donations
Can we add In kind donations to the donations import? It would require gl fields to be added, but it could be a huge time saver.
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
8 votes
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