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6 votes
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
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76 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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49 votes
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19 votes
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
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5 votes
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18 votes
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4 votes
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The current fields on the online Fund Request are not helpful. It would be better if the form had the option to show existing fields in the Fund profile - Group (DAF, Designated, Agency....), endowed (yes/no). We would not use it so much as a self-service for individuals, but it would be helpful for staff stewarding a new fund, providing necessary information to create a fund agreement and finance setup