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6 results found

  1. non gift tax deductible notifications

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Elizabeth Schroeder supported this idea  · 

  2. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Elizabeth Schroeder supported this idea  · 

  3. elizabeth@oshkoshareacf.org

    2 votes

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    0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Elizabeth Schroeder supported this idea  · 
    Elizabeth Schroeder shared this idea  · 

  4. Fund Advisor Overview

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create an Affiliate profile, then add funds to the affiliate and add to a Fund Advisor. Detailed instructions can be found in this help article: https://support.foundant.com/hc/en-us/articles/4409824568599-Affiliate-Portal

    Elizabeth Schroeder shared this idea  · 

  5. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Elizabeth Schroeder supported this idea  · 

  6. Donation Portal: Filter/Search Funds

    22 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Elizabeth Schroeder shared this idea  ·