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)

Currently, recurring grants are sent in separate emails, even if it is from one fund holder. Would it be possible to combine all grants generated from one user id to one email? Thank you.

When a button is clicked, something should happen on screen so the user knows the click worked. Something like a color change on the button, or a pop-up that says "Submitted," or a spinning icon, etc. Otherwise it just looks frozen. Very confusing!

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 recom...

I have noticed that the special handling/processing box associated with Fund Tab 2 does not appear when grant recommendations are uploaded from DonorCentral, like it does if you were to manually enter the Fund ID the box would populate. It would b...

For example "Enter the Strategy Code for this grant request" when hovering over Strategy field in Grant Applications. Would be very useful to be able to revise to guide user entry as it relates to our CF. .

We have donor's who want to support another fund's initiative for more than one year, normally 3-years. The Interfund Module should be able to handle a multi-year payment plan.

Have a section similar to DonorCentral v4 that will allow donors to fund a specific grant opportunity that the foundation supports or has needs for. This feature would allow them to simply click on a button to pre-populate the recommendation form ...

When our fundholders see grantee contact name, phone number and email on the grants page in donor central it causes confusion if it doesn't match with their records

Due to recent poor market performance, investment losses are causing some of our funds to approach the minimum required balance we have et. Therefore, we are hesitant to utilize the spending policy of the fund. FIMS currently alerts the user if a ...