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8 results found

  1. 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

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    0 comments  ·  Funds  ·  Admin →
  2. DonorCentral allows the option to report on fiscal year vs calendar year and yet the Market Value column heading is hardcoded as 'Calendar Year'. This is confusing for our donors and the column heading should match what is defined in DonorCentral Options 'System> BaseYearOn> Fiscal'.

    3 votes

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    0 comments  ·  Funds  ·  Admin →
  3. 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

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    0 comments  ·  Funds  ·  Admin →
  4. 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

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    0 comments  ·  Funds  ·  Admin →
  5. Currently you can see gift detail for the entire ["History"] of a fund, expense detail is limited to 2 years of date (you only see monthly totals). There are times when our fund reps want to see the ["History"] of particular vendors.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  6. 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 →
  7. The Market Value "as of" date is always displayed as the current date. Although the Market Value itself is understood to be days to weeks behind, depending on the organization's financial cycles, displaying a date that is always the current date is very misleading and confusing, giving the impression that the Market Value is being (or is supposed to be) updated daily. It would be nice to either change this format/behavior for the date, or simply allow it to be hidden so only the Market Value displays.

    1 vote

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    0 comments  ·  Funds  ·  Admin →
  8. 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

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    0 comments  ·  Funds  ·  Admin →
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