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1422 results found
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Donor Portal Financials - Only Allow Reporting on Closed Periods
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods? I've been told that investment reporting only occurs on closed periods, so it seems like the functionality may already be available or easily converted to be similar. Obviously, staff still need the full access, but the donors do not need this confidential information until we are ready for it to be published.
We would love to enable the option for fund advisors to run manual fund statements or view financials. However, if we enable this, they can run these on any time period, closed or open. Until we close a period, information in an open period should remain internal only and not be available to fund advisors as it is subject to change. We have donors who would get upset if they saw something change from one day to the next.
Can the portal be configured to only allow financial reporting and manual fund statement generation for fund advisors within closed periods?…
111 votes -
Secondary Assignee Notification/Tracking
While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.
12 votes -
Re‑run a Charity Check Directly from the Grant Record
Allow users to re‑run a charity check directly from the grant record. Currently, users must navigate back to the organization record to perform this action.
Adding this option at the grant level would reduce extra steps, save time, and streamline workflows, especially when managing multi-year grant payments. It would also help ensure ongoing compliance by making it easier to verify charity status before processing grant payments.
TCF
3 votes -
Pay email for customer invoices
When we email customer invoices the primary email is the default email, even if there is a separately marked pay email on the profile. Invoices should default to going to the pay address, not the primary. If you email invoices individually you can select what email address to use but you can't see which email is marked primary or pay unless you go back to the profile which is tedious, and the bulk email does not even list the option to switch the recipient email . We have some organizations we email invoices to and also email grant letters to so we need the ability to easily send these notification emails to different individuals.
When we email customer invoices the primary email is the default email, even if there is a separately marked pay email on the profile. Invoices should default to going to the pay address, not the primary. If you email invoices individually you can select what email address to use but you can't see which email is marked primary or pay unless you go back to the profile which is tedious, and the bulk email does not even list the option to switch the recipient email . We have some organizations we email invoices to and also email grant letters to…
5 votes -
Totals on Fund History
Can we please have totals when we are looking at grant and donation history detail within Fund History, especially once a filter is applied. It would be so helpful and avoid the extra steps of exporting to Excel each time!
6 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
57 votes -
double the donation
We use Double the Donation as an external vendor to help donors find information for their company matching programs. It would be so helpful if there was an integration with Double the Donation and Foundant to share donor contact info.
4 votes -
Grant Notify - make this setting fund specific
We have donors that hold multiple funds. They want to be notified of grants from their DAF but not their scholarship fund. Currently there's no way to specify notifications for different funds.
4 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 organization managing loan programs through CommunitySuite.
If you agree this would be a useful feature, please vote to support adding this functionality!
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…
11 votes -
Multiple Newsletter Campaigns on Giving Hub Checkout
Currently, CSuite allows only one marketing campaign to be designated as a newsletter, resulting in a single opt-in checkbox on the Giving Hub checkout screen. Many foundations manage multiple newsletters targeting different audiences or interests and have no way to offer donors a choice at checkout.
We would like the ability to:- Designate multiple marketing campaigns as newsletter campaigns.
- Display a separate opt-in checkbox for each designated newsletter campaign at checkout.
- Add a description at the campaign level to communicate what each newsletter covers, helping donors make an informed choice.
This would allow foundations to grow segmented subscriber lists organically through the donation process, without requiring donors to take a separate action after giving.
Currently, CSuite allows only one marketing campaign to be designated as a newsletter, resulting in a single opt-in checkbox on the Giving Hub checkout screen. Many foundations manage multiple newsletters targeting different audiences or interests and have no way to offer donors a choice at checkout.
We would like the ability to:- Designate multiple marketing campaigns as newsletter campaigns.
- Display a separate opt-in checkbox for each designated newsletter campaign at checkout.
- Add a description at the campaign level to communicate what each newsletter covers, helping donors make an informed choice.
This would allow foundations to grow segmented subscriber lists organically…
2 votes -
Fund Request Form Enhancement - Fund Agreement Template
When a prospective fund holder submits a Fund Request through the online form, that submission captures much of the information needed to begin drafting a fund agreement. Currently, there is no way to carry that information forward into a templated document without manual re-entry.
We would like the ability to create a document template that pulls fields from a submitted Fund Request record and generates a first-draft fund agreement. This would:- Reduce manual data re-entry for staff after a fund request is received.
- Standardize the initial fund agreement drafting process.
- Create a more seamless handoff from the intake stage to the fund creation stage.
This would be especially valuable for foundations with higher fund creation volume or those looking to streamline their donor onboarding workflow.
When a prospective fund holder submits a Fund Request through the online form, that submission captures much of the information needed to begin drafting a fund agreement. Currently, there is no way to carry that information forward into a templated document without manual re-entry.
We would like the ability to create a document template that pulls fields from a submitted Fund Request record and generates a first-draft fund agreement. This would:- Reduce manual data re-entry for staff after a fund request is received.
- Standardize the initial fund agreement drafting process.
- Create a more seamless handoff from the intake stage to…
1 vote -
record payment and voucher at the same time
Record vouchers as paid and the payment method in the same screen. Record credit card transactions and payment method without the need to do a check run.
2 votes -
Guest list by ticket name
A way to pull a list of guests that either separates or at least indicates which ticket they bought and is an exportable list with email addresses. Different ticket holders need different information sent to them.
4 votes -
Need to easily confirm data within the Data Visualization Tool
The data visualization tool is a great addition. However, I would like to be able to review and check the data that is being pulled into the charts, numbers, and graphs. Currently the only way to check the data is to create a separate custom report, and then cross check with the data visualization. Ideally, I should be able to click on a chart/graph/number in the data visualization tool and it should automatically bring up the data that is being pulled into the visualization. Manually creating a separate report to check each data point is a bit frustrating and redundant.
13 votes -
Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to locate the correct merge field for “donation advisor.”
What we are hoping to accomplish is to include conditional formatting that acknowledges gifts advised through other organizations. We currently only use the advisor field when a contribution comes from a source like another donor advised fund, so we are trying to apply logic similar to what we use successfully for tribute gifts.
In plain terms, we are aiming for:
If “advisor” is not blank, then display:
“We have received the grant you suggested from {{recognition_name}}.”Here is an example of similar conditional logic we have working:
IF "{{tributetype}}" <> "" "Your gift {{tributename}} will be acknowledged to the family." ""And here is what we have so far for this line:
IF "{{NEED ADVISOR TAG HERE}}" <> "" "We have received the grant you suggested from {{recognition_name}}." ""Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to…
3 votes -
aallieri@cfpbmc.org
Implement an easy way for our fund advisors to make an internal donation from their fund to our Community Foundation fund. Right now, it's done through Grant Request but this requires a number of steps and is not intuitive.
11 votes -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
2 votes -
aallieri@cfpbmc.org
Allow new Chat box to pop out so can still see when moving from the page where it was initiated. This feature was available with the old chat.
10 votes -
cash management column headers
Can we specify the column headers a little under cash management? I get confused and have to triple check myself which column is the actual invested dollars vs what our funds are saying they are invested. One of them as Investment Balance. The other can be Fund Balance or something? Thank you! :-)
2 votes -
Distribution Start when Fund Balance achieved
Add an alternative option to ‘distribute start date’ that would calculate a distribution after a determined fund balance was met.
2 votes
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