1259 results found
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bequests
Money In / Bequest Pledge -- our foundation deals with complicated bequests every year which need detailed reports for our Audit. Please create the ability to have a Pledges-Bequest section which can be booked to our GL account for bequests receivable, which could map to our correct net assets GL code. Using Opportunities for bequests receivable does not allow for our desired Audit reporting requirements. We have experimented in the Sandbox for setting up bequests as a pledge, but currently it is too cumbersome having to constantly change the pledge default codes.
10 votes -
link donations
I would love to be able to link donations from the opportunity side of the equation, and not just from the donation side.
7 votes -
UI Refresh Interface released on 10/1/2025
The UI Refresh looks great, however when a user decides to go back (disable the shiny new look) to the original look in the Styles Settings. It changes it globally for all the users in CSuite. Please make it so it doesn't change it for everyone and make it based on the users preference. Thank you.
7 votes -
Add "Outstanding Loan Balance" Field to Loan Templates and Reports
It would be extremely helpful to have an Outstanding Loan Balance field available within loan templates and as an option for custom reports.
Our organization would like to send annual loan statements to clients that clearly show the remaining balance on each loan. Currently, there isn’t a straightforward way to include this information, which makes it difficult to provide complete and transparent communication to our borrowers.
Having an “Outstanding Loan Balance” option would not only streamline annual reporting but also improve client service by allowing us to easily share accurate, up-to-date balance information. This enhancement would be valuable to any…
7 votes -
List both Individual and Household opportunities under Household profile
It would be great to access both Individual and Household opportunities under the Household's profile. I am imagining something similar to how you can view all the donations under the household whether it be the individual or household.
8 votes -
donation import file
Add the fields below to the donation import file so they can be populated during import, reducing the amount of manual work required after a profile is created:
Salutation
Mailing Label
Recognition Name
Address Type
4 votes -
Ticket Report with Guest Name
I'd like to be able to view the guest name when looking at ticket reports, currently I have to choose between knowing which ticket it is or who it is for
5 votes -
rhondap@lcf.org
Provide option to move a note that is in a profile to an opportunity that is also in the profile. Currently we have to manually move notes if a note is mistakenly added to the profile rather than the opportunity.
11 votes -
"Add File" option when creating a Note
Not too long ago they have us the ability to add a file to a note - this is super helpful because we can often attach email correspondences without junking up the "Files" tab with so many attachments.
HOWEVER - you can only "Add File" AFTER you post the note. So many staff members have forgotten that option is available now. Please put the Add File Option to the Add Note screen so we can attach at note creation.
Thank you!
11 votes -
Add Fund Steward as a field for grant letter templates
Consider adding the Fund Steward as a field for grant letter templates, just like the fund statements. We use a custom field to present this information on our grant letters but having the Fund Steward available is ideal. It's available in other templates so hopefully this is easily implemented.
9 votes -
Multiple Tributes to One Donation
Currently, it is only possible to add 1 tribute per donation in Community Suite. Is there a way to add the ability to apply multiple tributes?
The case exists in that we have multiple appeals, and even regular donations, where donors send in one gift, one fund, and name many tributes. They are NOT sending one gift to multiple funds with multiple tributes.
13 votes -
Sandbox Grant Approval
It would be helpful if the sandbox feature that prevented anyone but the creator of a grant from approving the grant was turned off.
I struggle to understand why would preventing other people from posting my grants help in training?
If the intent is for a user to be able to approve their own grant, CSuite offers a togglable setting that provides for this. Hard coding sandbox to prevent any user other than the creator of the grant from approving the grant is an un-necessary restriction.In reality it, prevents users from testing their internal control environments. It also requires…
8 votes -
Sub Category option for Files
The category function is great for organizing files but we would like to provide more organization by having sub categories. Like a main category would be Finance and sub categories would be documents finance would be concerned with such as W9s. Thank You cards would be a Donor sub category. etc.
4 votes -
Copy Note to an Opportunity
With the new note copy function, it would be great to include opportunities as one of the types of records a note can be copied to.
6 votes -
Data Visualization - data dictionary and export/exploring datasets
Right now, it is very difficult to understand what each of the datasets and columns mean while working in the data visualization tool. It would be very help to have either/both of:
- A full Data Dictionary that explains what each dataset and their columns mean in layperson's terms
- The ability to export the full dataset from the "Edit Data" page. Right now you can only see a couple rows at a time and there's no search functionality. It would be easier to see what each column means and find what you're looking for with the functionality that an…3 votes -
Make Fund Type Visible in Giving Hub
One Big Beautiful Bill includes a new above-the-line charitable deduction for non-itemizers that goes into effect 1/1/26 which specifically excludes DAFs. Between now and then, we need Foundant to offer a solution for noting which funds are DAFs in the Giving Hub, so donors know whether their gift is actually going to be tax deductible for them. Possibly "Group" and/or "Donor Advised Y/N" could become visible.
NOTE: This is a customer service issue that will impact ALL Foundant clients that sponsor DAFs and use the Giving Hub.
Thanks! - TCF
11 votes -
Portal Login email send option from CSuite for all login types
It would be highly beneficial to have the Portal Login Email option available in CSuite for all designations, not just Fund Advisors. Our team regularly creates login emails for Donors and Grantees, and enabling this feature for these groups would: Standardize communication across all designations & reduce reliance on Outlook for manual sends and save significant time and reduce errors through automation
Currently, this functionality appears limited to Fund Advisors. Expanding it to Donors and Grantees would materially improve efficiency.
4 votes -
Fund Beneficiaries
If an organization is a beneficiary of a fund, I would like to see that on the recipients profile, not only on the Fund profile.
9 votes -
Add descriptive text to existing CRM fields for end user understanding of attribute
Proposed Enhancement: Attribute Descriptions via Hover Information
We recommend adding an information icon or hover-over tooltip for data attributes across the platform—especially within profile fields. This feature would provide users with quick, contextual descriptions of each attribute without leaving the page or consulting external documentation.
Why This Matters:Improves Usability: Users can instantly understand what a field represents, reducing confusion and data entry errors.
Accelerates Adoption: New team members learn the system faster when guidance is embedded in the interface.
Enhances Data Quality: Clear definitions lead to consistent and accurate data input across teams.5 votes -
Opportunity Beneficiary Profile
Beneficiary and Additional Beneficiaries can be added, but they seem to be underneath the incorrect section. These fields are included under the "add opportunity tasks" rather than the actual opportunity itself. This gives the false impression that this field will be visible on Tasks, when in reality it won't.
7 votes
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