1316 results found
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Suggestion for Multi-Fund Grant Distribution in C-Suite
To enhance our grant funding process, I recommend implementing a feature that allows us to batch multiple funds for a cycle of grants. This would enable us to:
Select Multiple Funds: When bringing over a cycle of grants, we should have the option to select multiple funds for distribution.
Automated Fund Distribution: C-Suite should automatically calculate and distribute the correct amounts from each selected fund to the respective grants. This would streamline the process and reduce manual errors in fund allocation.
By enabling these features, we can improve efficiency and ensure accurate funding across multiple grants, making the overall process…
1 voteDo you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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Hide Inactive Org Role and Profile Link or Reorganize Structure to make easier to read
It would be great to have a toggle at the top of each section for "show inactive roles/links" that would then show the table as it is, but otherwise would only show the active roles. Another option would be to seperate out the dates from the "Roles" column into their own column to make it easier to read and add a column for "active" with a check for active and nothing for inactive.
The current structure for the org roles and profile links works well when there is only a couple links, but it is very difficult to read once…2 votes -
Allow Fund Advisors who are Staff Members to update the Contact Preferences
We have Staff Users who are also Fund Advisors. When the Primary email is set to their work email address, they receive all csuite notifications to the Primary email address, auto emailed csuite reports, which should go to their work email but they also receive notifications for their personal Funds. I was only able to update the Donation Notify to be linked to their Personal and preferred email address but there is nowhere else we can update their email/communication preferences to try separate their work email and personal email/notifications. This also happens in reverse, if their personal email is set…
2 votes -
pledges
Currently, pledges can be linked to campaigns, but the linking does not carry through to the general ledger posting resulting in campaign revenues being understated on the campaign income statement.
Add the event id to the pledge journal entry to complete the “link” to the campaign.1 vote -
award date
When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.
3 votes -
Link profiles to voucher items for credit card vouchers
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…
2 votesHere is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
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Phone Integration in CommunitySuite
Current system integrates with their phone system so they can just click a phone number and it dials through their phone system.
2 votes -
Adding Custom Fields
Allow Custom Fields to help select a tax receipt template. For example, we have a custom field to indicate if a certain tax receipt should be tied to a fund. It would be great if when we change that field, the tax receipt template is then also updated. I know there is functionality to include funds to templates based on their group, subgroup, segment and division but those are fields already used that don't apply to how we want to differentiate our templates.
2 votes -
Tributes sent - should be in the logs for the profile receiving the notification
Again, with my struggle for documenting when a tribute was sent and who & how it was sent to - please make this reportable.
8 votes -
Net Deposit amount on Securities Tax Receipt
Can you PLEASE add an additional field to the securities section of the tax receipt? We need the Net Deposit Amount. We would also appreciate have the Fees as an option to pull onto our tax receipt. We would like to communicate to donors the amount that will show in their fund. Thanks so much.
2 votes -
Fund Restriction Reporting and Naming
For the fund level restriction coding Default Restriction has a reporting field name of "funit type Id" and "Fund Restriction" but Spendable restriction and Principal Restriction are "spendablefunittypeid," "spendablefunittypecode;" and "principalfunittypeid," "principalfunittypecode."The naming convention is not consistent with the front end field display, and is not intuitive. Additionally the Fund (Default) Restriction is available in custom reporting, the others are not, and in the fund export the Fund (Default) Restriction is not near the other fields. I would prefer them all to be consistent in naming, and all reportable in custom reporting.
1 vote -
Nonprofit Directory Catergory colors
Please update the website so the colors on the category buttons can be adjusted. Currently, there is no way to edit these, and they are illegible to users.
2 votes -
development@eccfwi.org
Add a feature for grants that they can link to a Pledge on a profile. When someone gives a grant from a Pass-thru fund to a fund that they have a pledge, I am not able to link it. I need to cancel the payment.
1 vote -
Add Organization Name and Contact Title as Template Fields for Grant Award Letters
Add Organization Name and Contact Title as Template Fields for Grant Award letters. This addition will allow for proper acknowledgment of those fund advisors who advise Corporate DAFs and list their business address as their primary contact.
1 vote -
Term Investment report for "Investing Fund"
When entering the information to calculate interest on term investments in bulk, is there a way for the Select Dates for Interest Calculation Description to include the term investment “Investing Fund” or “Short Name”? This would be similar to the merge fields in the templates.
When these entries are exported and sorted, there is no reference to what term investment the interest goes to.
1 vote -
Tax Receipts - Enable Multiple Recipients and System CC
Please can you revisit the idea of allowing tax receipt to be sent to multiple contacts on a profile even when sending in bulk. Please also give us the possibility to have a copy of the communication sent to our system email.
1 vote -
Allow for Nestled Opportunities
It would be helpful if we could nest one opportunity within another. For instance, we use an Opportunity to track our relationships with BIPOC donors, focusing on engagement rather than immediate fundraising goals. It would be ideal to add this relationship-building Opportunity under a larger, overarching Opportunity, such as New Fund or Legacy Society.
1 vote -
Combine credit card fees with the donation amount
Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.
121 votesThis just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
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Grant Catalog Item Donations
Currently, Grant Catalog only accepts monetary donations to support the needs of Grantees. We would like to propose an additional option allowing donors to contribute essential items, which could then be tracked through the platform. For example, we envision connecting Grantees with local hardware businesses to provide computers and other tangible resources.
1 vote -
Donor Advisor Portal
My idea is for the donor portal. When a donor advisor submits a grant, it would be super helpful for the "short name" of the fund to populate on the Grant Request page that we use to process the grant. The fund name populates but we use the short name when processing through payables to pay the grant. We have several donors who have more than one fund and this would take human error out of the process.
I am not talking about the donor choosing the wrong fund on their donor portal. I am talking about the Grant Request…2 votes
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