Settings and activity

14 results found

1. Agency grants should be excluded from 990 report

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Cyndi Vara commented  ·  March 07, 2024  ·  Edit…  ·  Delete…

   Please only make this optional! Many Foundations DO include agency contributions and grants in 990 reporting….since legally they are owned by the Foundation. Many Foundations have a reporting difference between audited financials and 990 for this reason. Please do not change the default of including agency. Perhaps just allowing more filter options based on groups and subgroups of funds would allow more flexibility.

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2. 990 Grantee Report - International Grantees

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  March 07, 2024

3. Assign Follow Up to Reviewer

   37 votes

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   6 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Cyndi Vara supported this idea  ·  March 27, 2023

4. board portal

   159 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

   
   

   Cyndi Vara supported this idea  ·  March 02, 2023

5. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   36 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  February 01, 2023

6. 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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   Cyndi Vara commented  ·  September 16, 2022  ·  Edit…  ·  Delete…

   Also, adding a column that calculates the % that the fund is underwater would be great as well.

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   Cyndi Vara shared this idea  ·  September 15, 2022

7. 990 tax class

   35 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  September 16, 2022

8. Grant refunds post to spendable option

   68 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  September 06, 2022

9. YOY Income Statement

   13 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

   
   

   Cyndi Vara supported this idea  ·  May 23, 2022

10. Turn off notifications when deactivating CSuite user

    36 votes

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

    
    

    Cyndi Vara supported this idea  ·  May 23, 2022

11. Financial view comparison of two different years

    21 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Cyndi Vara supported this idea  ·  November 04, 2021

12. Grant Description Required in Donor Portal

    40 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Cyndi Vara supported this idea  ·  October 25, 2021

13. Recurring Donations Communication to Donors

    52 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Cyndi Vara shared this idea  ·  July 15, 2021

14. Balance Swap - Edit Amounts

    40 votes

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

    
    

    Cyndi Vara supported this idea  ·  August 06, 2020