8 results found
-
Allow the SPENDABLE BALANCE to DECREASE as Grant Requests are SUBMITTED
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.
5 votes -
Add ability for Advisor with multiple funds to see all fund balances at once
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.
3 votes -
Add Donor & Fund grant anonymity in DonorCentral
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?
2 votes -
Add the ability for donors or advisors to create a fund in DonorCentral
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 -
Add the ability for donors and advisors to request to change investments on a fund
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.
1 vote -
Add the ability to donate to a fund in DonorCentral
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.
1 vote -
Consider making the note under fund activity editable
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 -
Add a documents page for Gift Acknowledgements, Grant and Pledge Letters
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.
0 votes
- Don't see your idea?