45 results found
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New DonorCentral - allow non-recurring grant recommendations to be future dated.
Donors may decide at the beginning of the year when they receive endowment reports what they want to donate for the year, but don't want the donations to go out until later in the year. It would be great if they could go ahead an add them as recommendations while they are working on them instead of having to remember later to add them.
3 votes -
DonorCentral notification to user and staff of expired recurring grants
Since we don't have any kind of admin reporting any longer to know what donors have created in the way of recurring recommendations, it would be very helpful for both the staff and the donor to be notified that a recurring grant has ended. Part of the convenience of the recurring grant is you create it and somewhat forget it. But you may also forget when it is set to be completed, too.
4 votes -
DonorCentral NXT additions to grant recommendation form
Please add the following fields to the grant recommendation form so they will be included in the email we receive to process the grants: FUND ID, DONOR NAME, FIMS ID. This information was included with the grant recommendation emails we received with the old version of DC.
3 votes -
Admin alerts when grants have not been fully submitted
In our previous Donor Central software, we received an email alert notifying us when a donor began but did not fully submit a grant request from their fund. In the new software, apparently there is no way for our Foundation to be notified when a grant has not been fully submitted. It apparently only shows up in the donors individual profile as unsubmitted recommendations.
This will cause us MAJOR headaches, as some of our donors will not realize they have not fully submitted the grant. If we are unable to track who has unsubmitted grants and reach out to the…
3 votesUnsubmitted suggestions can be viewed in Control Panel:
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Grant confirmation emails for recurring grants should be differentiated from single occurance grants.
Our internal finance controls need to be able to track recurring grants for auditing purposes. Having a quick way to tell recurring grants apart from single time grants would greatly improve our ability to track recurring grants.
3 votes
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