Settings and activity

13 results found

1. Integrate Foundant with eMoney to increase philanthropic decisions with our Foundation

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Frank Bogatz shared this idea  ·  Apr 10, 2026

2. Copilot (AI) data integration

   13 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Apr 10, 2026

3. bank investments integration

   28 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Apr 10, 2026

4. EIN # on Payment Notification

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Frank Bogatz shared this idea  ·  Feb 24, 2026

5. Use organization domain for email communications

   91 votes

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   Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 24, 2026

6. Add Secondary Steward to Profiles/Funds

   41 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 10, 2026

7. Mobile application for Fund Advisor Portal

   74 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 10, 2026

8. Opening a DAF

   14 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 5, 2026

9. Docusign Integration

   152 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Frank Bogatz supported this idea  ·  Feb 5, 2026

10. Evaluating Follow-up submissions

    106 votes

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    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Frank Bogatz supported this idea  ·  Feb 5, 2026

11. Assign Follow-Ups for Evaluation/Review

    16 votes

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    4 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Frank Bogatz supported this idea  ·  Feb 5, 2026

12. Evaluation Option for Follow Up Forms

    26 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Frank Bogatz supported this idea  ·  Feb 5, 2026

13. Add descriptive text to existing CRM fields for end user understanding of attribute

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Frank Bogatz shared this idea  ·  Dec 9, 2025