Settings and activity

14 results found

1. Express consent to share donor info with fund holders

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   Proposed Idea  ·  21 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Monica Merante commented  ·  Jul 30, 2025  ·  Edit…  ·  Delete…

   This would be helpful for us, too. Even though we are a U.S.-based charity and not held to the same consent regulations as our friends in other countries, giving donors an option to keep their contact information private (from fund advisors, volunteers who serve on our affiliate fund councils, etc.) is a valuable tool in honoring privacy.

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   Monica Merante supported this idea  ·  Jul 30, 2025

2. An Inactive address should not be an option when selecting Print Envelope. Only the active addresses should be an option.

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jul 22, 2025

3. Fund Advisor Portal: Total Grant Distributions in Calendar Year

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jun 25, 2025

4. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   72 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  May 21, 2025

5. Investment activity on Fund Summary dashboard in portal

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   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante shared this idea  ·  May 20, 2025

6. Fund admin fees on Fund Summary in portal

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante shared this idea  ·  May 20, 2025

7. Upload IDs - Legacy Profile Code

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  May 6, 2025

8. scholarship

   14 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Mar 21, 2025

9. Bring back sold amount option for tax receipts

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jan 29, 2025

10. custom report check date field

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Monica Merante supported this idea  ·  Jan 29, 2025

11. Fund Advisor Tab Options Default

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Monica Merante supported this idea  ·  Jan 28, 2025

12. Abandoned Cart Email: Option to select who to send email to

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Monica Merante supported this idea  ·  Jan 28, 2025

13. Public Name for Internal Grant Funds

    14 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Monica Merante supported this idea  ·  Jan 22, 2025

14. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Monica Merante shared this idea  ·  Oct 24, 2024