Settings and activity

26 results found

1. Last Donation Date does not reflect accurate last gift date

   81 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Apr 22, 2024

2. Multiple Advisors on one grant

   15 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  Mar 20, 2024

3. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   16 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Brittaney Reep supported this idea  ·  Jun 15, 2023

4. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

5. stock gift entry - import, update description and entry order

   108 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

6. One Log In Across Foundant Platforms

   192 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

7. board portal

   158 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Brittaney Reep supported this idea  ·  May 18, 2023

8. Secure option to obtain ACH information

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

9. Recurring Donation - give donors option to end or change amount on portal

   140 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Brittaney Reep supported this idea  ·  May 18, 2023

10. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  May 18, 2023

11. Credit card fees and tax recpts

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

12. Linking profiles to funds- multiple links at a time

    57 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

13. Combine credit card fees with the donation amount

    104 votes

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    5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Mar 30, 2023

14. DAF Payout % Report

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

15. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    34 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

16. Donations: change fund

    58 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Feb 22, 2023

17. Allow Fund Advisors to See Household Receipts

    54 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Feb 22, 2023

18. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Feb 22, 2023

19. Change Fund Group at a Point in Time

    84 votes

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    9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Brittaney Reep supported this idea  ·  Feb 22, 2023

20. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Brittaney Reep supported this idea  ·  Apr 8, 2022