- or
No existing idea results
- ~ No ideas found ~
1219 results found
-
Add “Cause” Field to Nonprofit Designation for Public Display and Filtering in the Giving Hub
The Nonprofit Directory within the Giving Hub would benefit from a new "Cause" field that can be displayed publicly and optionally used as a filter. Many nonprofits support distinct causes—such as animal welfare, housing, or the arts—and donors often want to give based on those interests.
This addition would:
Help donors find nonprofits aligned with their values
Make the directory easier to browse and explore
Support future enhancements such as cause-based campaigns or communications
The field could be managed similarly to Philanthropic Interest Types or via a simple dropdown/tags on the nonprofit profile designation.
1 vote -
Add Filter Options to the Giving Hub: Fund Group, Philanthropic Interest, and More
It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.
This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.
Suggested Filters:
Fund Group
Philanthropic Interest Type
(Optional future ideas) Region, Fund Type, etc.What other filters would make the Giving Hub more useful to your donors? Please share your ideas in the comments to help us build a more effective donor experience.
It would be incredibly valuable to expand the filtering capabilities of the Giving Hub to allow users to filter funds by Fund Group and/or Philanthropic Interest Type. This enhancement would help donors more easily discover funds aligned with their passions and simplify navigation of large fund lists.
This feature would also support foundations that organize funds thematically—such as education, environment, or healthcare—and want to provide a more tailored donor experience.
Suggested Filters:
Fund Group
Philanthropic Interest Type
(Optional future ideas) Region, Fund Type, etc.What other filters would make the Giving Hub more useful to your donors? Please share your…
1 vote -
kerry@centre-foundation.org
Option to post recurring donations automatically instead of having to go into recurring donations to post every month, quarter, and year.
1 voteProposed Idea · 0 comments · Donations/Pledges/Promises/Public Securities · Edit… · Delete… · Admin → -
Pledge Section/Table in the Fund Statement Template
Please include a Pledge section/table in the fund statement template. Currently, there are only two fields in the entire fund statement fields list that are related to pledges and they only exist in the donations section/table.
We are requesting that a Pledge section/table be added to the fund statement template and available fields. Fields like the Pledge Balance, Pledge Anonymity, Pledge Status, Pledge Description, Pledge Total, etc.
Overall, a section related to just pledges would give our fund holders better insight into the pledges for the fund and what they can expect to be receiving.
9 votes -
Alert report
Alert report - I would like to be able to run a report with all alert notes.
4 votes -
Positive Pay Export - Add Option to Include ACH and Electronic Checks
It would be helpful to have the option to include ACH and Electronic Checks in the Positive Pay Export. ACH and Electronic Checks that are presented at our bank create exceptions and we manually approve them for payment on our banking website. If we could include these in our Positive Pay Export uploads, these payments would clear without causing exceptions. Thank you for your consideration.
2 votes -
Donor Portal > Scholarship Tab > Export >>>Add 3 columns: Grant ID, Payment Date, Recipient Name
Donor Portal (Fund Advisor Portal) >
Scholarship Tab >
Export >>> Add 3 columns: Grant ID, Payment Date, Recipient NameTCF
8 votes -
Add payment instructions field to scholarships (Sship ID) that will show on check letters
On the Sship ID level, add a field, or allow the description field, to move with the scholarship through to the grant/voucher process and appear in check letter.
At this point, there is no way to communicate necessary payment instructions to schools when sending scholarship checks without a workaround that is time consuming when managing hundreds of scholarship grants in a week. At this time, the workaround is broken and is part of ticket ID #170033.
<3 TCF9 votes -
Remove Grant Request from Left Nav Menu
In the new portal if Grant Request is turned on the Create Grant Request button displays on all the pages - which is great. However, there is a Grant Request item in the left Nav bar that is VERY CONFUSING. This does not navigate to anything useful, it's a list of past grants, that is already available on the Grants nav page. Please remove this Nav item and simply toggle the Create Grant Request button on or off depending on the system settings for this.
4 votes -
Check register to include all check numbers, even "combined' checks
The check register needs to include all check numbers, even "combined' checks. If there are multiple distributions to one recipient, the field is left blank. The check number should print, even if there are multiple of the same check numbers.
4 votes -
scholarship liability and expense account
For hardship assistance grants, these flow through the scholarship module but we would like for the accounting to not hit the default scholarship payable liability and scholarship expense accounts. Would like to see a liability and expense account added to the scholarship that can override the system defaults.
2 votes -
All Bulk Update Files Consolidated into a Single Bulk Update File
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead, add a fifth option that has all fields in one file.
When Bulk Updating profiles, there are four different files to bulk update the profiles with. When editing profiles, we usually need to update all four areas of the profile and this requires us to download and manipulate all four.
Instead, it would be better if they were consolidated into a single file/sheet so we could update all of those fields in one go. This would make this process much less tedious and allow us to make one bulk edit, instead of four individual bulk edits.
We aren't asking to get rid of the four individual bulk update files, but instead,…
10 votes -
When completing a recurring task, provide option to add a note
When I complete a recurring task, it would be a nice to have the option to add a note. Currently, when clicking complete on a recurring task, the task disappears, and the next recurrence is added to the profile. For other tasks without a recurrence, there is an option to add a note. Please add this flexibility. Thank you!
9 votes -
Stripe Terminal
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would be ideal. You shouldn't have to be logged into CSuite to use the terminal because that's really not much of an improvement on just typing in the credit card number like has always been possible. Please consider allowing the Stripe terminal to be used without the need for a CSuite login; this would be a huge help! Thank you!
It's great that CSuite can now work with a Stripe credit card terminal, but it would be even better if a credit card transaction could be processed through the terminal without needing to be logged into CSuite. We have fundholders who hold events where they accept credit card payments; however, we will not provide them with access to CSuite so they wouldn't be able to use the new Stripe terminal. If the terminal could be used to record payments that would come through to CSuite from our Stripe account and allow Foundation staff to process after an event, that would…
23 votes -
Inactive funds/profiles Search
When searching for a fund/profile, "deceased, inactive" or "closed" is displayed at the very right of the name. Is there a way to make these a different color as well so they stand out better? I'm looking at the left side and would rather not scroll through numerous records to find the open fund/profile.
3 votes -
log
It would be very helpful for there to be click by click data displayed on grant logs for fund advisor activity. For example, if a fund advisor enters into their portal and requests a grant, having a click by click log of what process they took to request that grant (i.e. which search function they used or if they copied a previous grant). This would provide larger insight to the user experience in the portal and insight to grant requests.
Please add a click by click log to grant requests from the fund advisor side.
3 votes -
Custom Field Permissions
It would be great if individual custom fields had permissions. For example, only certain users could edit or view a profile custom field while on a profile.
3 votes -
Ability to remove Work Organization and Title from Campaign Mailing Addresses
We desperately need an option to remove Work Organization and Title from mailing addresses created from a campaign!
Currently there is no option to remove these fields, which is frustrating because we like to utilize them internally but people's titles and working organizations change frequently.
Also, can we export the mailing labels as a docx?
5 votes -
Fund Groups Giving Hub
Can we go back to having ability to list funds by Fund Group (or other fund dimensions) in the Giving Hub? This was very helpful for donors navigating.
6 votes -
Scholarship Import Template - add "Check Memo" to the template.
We utilize "Check Memo" on scholarship checks to note the recipient's name and student ID, so that in the event the cover letter gets separated from the check, it is clear whose account should be credited.
1 vote
- Don't see your idea?