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1338 results found
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spending policy
When calculating the annual distributions for a fund, the system allows you to edit the amounts Csuite is calculating before review and posting. We often adjust the amounts for scholarship funds, new funds, etc. It would be helpful if the system would allow you to see an adjusted total before selecting review or an edit selection after review is selected. Lack of this ability causes much rework as errors happen and the entire process has to be redone.
8 votes -
Flexible Multi-Factor Authentication (MFA) Controls
Problem Statement:
Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.Proposed Enhancement:
I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
"Remember This Device" Option:
Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration expires or the session cookie is cleared.
Adaptive/Risk-Based MFA:
Implement logic that triggers MFA only when "out-of-pattern" behaviour is detected, such as:
Logins from a new IP address or geographic location.
Accessing the system from an unrecognized device or browser.
Attempts to perform high-privilege actions (e.g., password changes or data exports).
Configurable Re-authentication Intervals:
Provide administrators the ability to set different MFA frequencies based on user roles (e.g., standard users every 7 days vs. admins at every login).Benefit:
These updates will reduce "notification spam," lowering the risk of users reflexively approving malicious MFA requests while maintaining high security for sensitive actions and unknown access points.Goal:
Move from a static "every login" requirement to a dynamic, risk-aware authentication model.Problem Statement:
Currently, the system requires MFA at every login, regardless of the device or session context. While secure, this "one-size-fits-all" approach is causing significant MFA fatigue among users and disrupting workflows on trusted, managed devices.Proposed Enhancement:
I am requesting the implementation of more granular MFA controls that allow for a better balance between security and user experience. Specifically, I propose adding the following features:
"Remember This Device" Option:
Allow users to opt-in to a trusted device status (e.g., for 14 or 30 days). This would suppress MFA prompts for subsequent logins on that specific browser/device until the duration…6 votes -
Short Description separation from Long Description
The short description and long description of a grant request on the catalog is not differentiated in any way. This looks a bit messy to the donor who may only want to glance at the short descriptions as opposed to reading the entire long description for each grant request. It would be very beneficial if there was a separation between the short description and the long description such as a line, a larger space, or even just bolding the short description and not bolding the long one.
8 votes -
Opportunity Task Notes Should Display in Fund Notes Tab When Fund is Selected
Currently, when creating an Opportunity Task Note, users can associate both a Profile and a Fund with the note.
The note does display in the Notes tab on the associated Profile
However, the note does not display in the Notes tab on the associated FundThis creates an inconsistency in how notes are surfaced across related records.
Suggested Enhancement:
-When a Fund is selected on an Opportunity Task Note, the note should also appear in the Notes tab of that Fund
-This would mirror the existing behavior for Profiles and create consistency across the systemWhy This Matters:
-Improves visibility of stewardship and relationship activity at the Fund level
-Ensures important context isn’t siloed only to Profiles
-Creates a more complete view of interactions tied to a FundCurrently, when creating an Opportunity Task Note, users can associate both a Profile and a Fund with the note.
The note does display in the Notes tab on the associated Profile
However, the note does not display in the Notes tab on the associated FundThis creates an inconsistency in how notes are surfaced across related records.
Suggested Enhancement:
-When a Fund is selected on an Opportunity Task Note, the note should also appear in the Notes tab of that Fund
-This would mirror the existing behavior for Profiles and create consistency across the systemWhy This Matters:
-Improves visibility…5 votes -
Checks Content - Remove Detail Attachment
We were in hopes of streamlining our communication with our payees when an ACH payment was processed. We enabled the check content but were disappointed when we tested the process that an automatic pdf is created that lists what Fund the payment is coming from. We would like the pdf to be an option that can be turned off OR have an option to not have the Fund shown on the pdf.
15 votes -
Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
99 votes -
Duplicate Names - Separate by Type of Profile
Allow Potential Duplicates to be separated by type of profile: for example separate potential duplicate org profiles from potential duplicate individual profiles. In the screenshot included, you'll see individuals and orgs are in the same list.
6 votes -
Recurring Grants: Edit Amount
Currently fund advisors can edit the date and number of cycles of recurring grants through the portal, but not the amount, which is the most common change fund advisors make to recurring grants. Thus the amount should be made editable.
27 votes -
Portal - customize email subject line and body
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of the email, it could be improved upon.
If this is available on the donation side, it should be on the grant side as well.
Thanks for your consideration!
There should be a way to customize the email subject line and body in the portal. We have a new portal user who has reached out to us about editing some of the wording as it is confusing to the user and I agree. The specific instance is the email that the user receives after submitting a grant request and the subject line is "Request Confirmation". To the user, it sounds like they need to take action, when it should say something like "We’ve Received Your Grant Request" or "Thanks for Submitting Your Grant Request". Same with the body of…
11 votes -
Allow fund advisors to see voucher files that are shared with them
There is a workflow that will give the fund advisor access to view grant documents that are shared with them.
When the grant is created from a request, you can share the uploaded file with the advisor by marking the document as Shared. Once it’s shared at the grant level, the fund advisor will be able to see and open that file when they pull up the grant in the portal.
This same functionality is needed for Vouchers. The advisor submits the voucher with the voucher request but then can no longer see the documentation once it becomes a voucher.
7 votes -
Show Organization Name in Charity Check Log
Add organization name as a column in the charity check log to more easily confirm that the right Tax ID is in the profile. Right now, if you need to confirm that a grantee has the right Tax ID on file, you have to run a new charity check.
8 votes -
Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
121 votes -
portal demo
A potential fundholder wants to get a tour of our portal ahead of deciding whether to open his fund with our community foundation. Is there a way to give him a tour of our white-labeled portal without showing him another person’s donor-advised fund data?
Just like Foundant, or any other software company, community foundations need the ability to walk a potential fundholder through the UX of the system as part of their cultivation efforts to open new funds.
14 votes -
Archive closed bank accounts
It would be nice if we could archive a closed bank account. Thanks!
9 votes -
Interfund transfer and promises
We would like to be able to apply an interfund transfer to a Promise as payment.
16 votes -
Expand Special Character Support in CSuite Password Policy
Problem Statement:
There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.Proposed Enhancement:
Update the CSuite password validation logic to support the full range of special characters found on a standard ASCII keyboard.Technical Requirements:
Broaden Character Set: Allow all standard symbols, including:! @ # $ % ^ & * ( ) _ + - = [ ] { } ; : ' " \ | , . < > / ? ~`
Validation Alignment: Ensure the backend database and application filters are updated to handle these characters securely (e.g., via proper salting/hashing) to prevent injection risks while allowing user flexibility.Benefit:
Security Compliance: Allows staff to use 100% of the security features in Keeper without manual intervention.
Improved UX: Eliminates the "trial and error" loop staff currently face when setting or changing passwords.Goal:
To align CSuite’s password policy with industry-standard password managers, ensuring that "strong" passwords generated by our internal tools are accepted without error.Problem Statement:
There is currently a technical conflict between our organization’s security tools and the CSuite platform. We enforce the use of Keeper for all staff to generate and store high-entropy passwords. However, CSuite rejects many of the standard special characters generated by these tools (e.g., ^, *, [, {, |).
When Keeper generates a secure password, CSuite frequently returns an error, forcing staff to manually change or delete characters that are not allowed or resort to simpler, less secure passwords. This creates a significant friction point and undermines our security posture.Proposed Enhancement:
Update the CSuite password validation logic…5 votes -
Hide historical events when buying a ticket from a profile payment
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links. For example, in the attached screenshot, I need to have only the 2026 Community Gathering event show and not the 2025 Community Meeting events. The only option I have right now is to go into each old event's ticket and manually make it Sold Out. While that prevents clicking buying a ticket to an old event, it does not solve the massive number of events that will be listed on the page in a few years.
I need old events to NOT show up on the “Sell Ticket to Campaign - Choose Ticket” page. See attached picture. Right now, we only have a couple years’ worth of events, but I’m worried about how long it will get once we start having more events. I’ve tried making the old events “historical” events, but they’re still showing up as available tickets to purchase.
Additional info: I get to the “Sell Ticket to Campaign - Choose Ticket” page when clicking “Buy Ticket” from a profile payment. There are both current and past events visible that have clickable ticket links.…
7 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
17 votes -
Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically update the household address when an individual updates their address or
-Prompt staff to confirm whether the household address should be updated as wellThis could be configurable based on foundation preferences.
Why This Matters:
-Improves data consistency across profiles
-Reduces manual cleanup work for staff
-Prevents incorrect mailings
-Aligns Portal updates with downstream operational workflowsReal-World Use Case
A fund advisor updates their address through the Portal, but the household address remains outdated. When the foundation generates mailing labels from the household record, materials are sent to the wrong address, even though the donor already provided the correct information.Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile recordsProposed Enhancement
Provide an option to:
-Automatically…8 votes -
Fund Portal Recurring Donations to Advised Fund
Create an option so that fundholders can still set up recurring donations to the funds they manage. With the recent change from the left hand option to the Donate button, recurring donations to a private fund are no longer possible.
4 votes
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