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9 results found

  1. Ability to upload fund and grant agreements to fund record.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  2. It would be good if DonorCentral had a feature where donors or advisors could request a change to the investments on funds and also related investment strategies. There could potentially be a queue in FIMS where these requests would be processed.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  3. It would good if DonorCentral had a feature where a donor or advisor could fill out a request to establish a new fund. There could then be queue inside of FIMS by which foundation staff could process those requests.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  4. It would be good if DonorCentral had the feature where an advisor or donor could donate to their fund and also have the ability for giving opportunities to be able to be configured for the wider public.

    2 votes

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    0 comments  ·  Funds  ·  Admin →
  5. Currently in DonorCentral you can upload gift acknowledgements, grant and pledge letters to the individual grant and gift records. Would be good to have a page where the advisor could see all of those documents in one place.

    2 votes

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    0 comments  ·  Funds  ·  Admin →
  6. Fundholders would NOT overspend their Spendable Balance. Kind of crucial :). AND based on our experience, this is how DC used to operate until rather recently.

    6 votes

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    0 comments  ·  Funds  ·  Admin →
  7. We have many fund holders who have multiple funds with us and when they log in it would be great for them to see a list of all funds with the fund balance for each, rather than only getting to view it as a total balance (all funds combined).

    This would display on the Home page with the available to spend amount.

    4 votes

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    0 comments  ·  Funds  ·  Admin →
  8. This would give Foundation's the ability to communicate more effectively with our Donors.

    This note is located on the Fund page, fund activity.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  9. We have coded our fundholders who wish to grant anonymously in the fund module, but that coding doesn't flow into DonorCentral NXT. Could that happen at some point?

    3 votes

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    0 comments  ·  Funds  ·  Admin →
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