Customize Funds Content – Foundant Technologies

Funds Content allows custom text and messages to be added to specific fund fields in CommunitySuite. These fields control the content of fund-related emails, statements, and other fund advisor-facing communications. Each content field listed below includes a description of where it displays in the system and its default content, if applicable.

Merge fields are within curly { } brackets. Text within square [ ] brackets is plain text and can be edited. Merge fields cannot be added beyond those included in the default, but they can be deleted. Remove square brackets when updating content.

To customize funds content in CommunitySuite:

Navigate to the Funds page and click Content in the left-side menu.

Who: Finance and accounting teams, and administrators who need to customize text and messages for fund-related emails and communications.

How to Use Funds Content

Use Funds Content to:

Personalize the body of fund statement emails sent to fund advisors with Statement Type set to Email or Online.
Customize content for fund request acknowledgment emails triggered from the Giving Hub or Portal.

Funds Content

The Funds Content section contains content fields for fund-related emails and communications.

Fund Statement Email Body

The Fund Statement Email Body is the content that displays within the body of fund statement emails. This is for the email sent to fund advisors with Statement Type set to Email.
Default content: Fund Statement for {statement_date}.
Example language: Dear {{salutation}}, We're pleased to share that your [foundationname] fund statement(s) are now available and attached for your convenience. You can now log in to our updated Fund Portal to access your fund statement(s) under the "Resources OR Fund Statement & Files" tab and view or download.

While logged in, you can conveniently manage your fund(s) online. The Portal allows you to: View your fund balance, submit grant requests, monitor fund activity, print fund statements, and make a donation to a fund.

If you need a historical fund statement or need assistance with the new Fund Portal, please contact [contactname]. Thank you for your generous support of [foundationname].

Merge Fields

{{address}}
{{address2}}
{{city}}
{{country}}
{{doc_file_id}}
{{email}}
{{end_date}}
{{file_id}}
{{first_name}}
{{fsg_id}}
{{fsga_id}}
{{fsgp_id}}
{{fso_id}}
{{fund_name}}
{{funit_id}}
{{funit_statement_doc_file_id}}
{{funit_statement_file_id}}
{{funit_statement_id}}
{{group_name}}
{{household}}
{{individual}}
{{inter_csz}}
{{last_name}}
{{mailing_label}}
{{middle_name}}
{{name}}
{{organization}}
{{owner_id}}
{{prefix}}
{{profile_id}}
{{profile_name}}
{{salutation}}
{{sent_ts}}
{{start_date}}
{{state}}
{{statement_date}}
{{statement_type}}
{{subject}}
{{suffix}}
{{work_title}}
{{zipcode}}

Fund Statement Review Email Body

The Fund Statement Review Email Body is the body of the email that the system will send when completing a fund statement review. This content is for the email sent to fund advisors with Statement Type set to Online.
Default content: Fund Statements reviewed for {statement_date}.
Example language:
Fund: {{fund_name}}
Statement Date: {statement_date}.

Dear {{salutation}}, We're pleased to share that your [foundationname] fund statement(s) are now available online. You can now log in to our updated Fund Portal to access your fund statement(s) under the "Resources OR Fund Statement & Files" tab and view or download.

While logged in, you can conveniently manage your fund(s) online. The Portal allows you to: View your fund balance, submit grant requests, monitor fund activity, print fund statements, and make a donation to a fund.

If you need a historical fund statement or need assistance with the new Fund Portal, please contact [contactname]. Thank you for your generous support of [foundationname].
To use this content, the System Data setting Enable Fund Statement Notify Emails must be turned on.

Merge Fields

Fund Request Acknowledge Email Subject

The Fund Request Acknowledge Email Subject is the subject line of the email that the system will send when a fund request is submitted on the Giving Hub or Portal.
Default content: None

Fund Request Acknowledge Email Body

The Fund Request Acknowledge Email Body is the body of the email that the system will send when a fund request is submitted on the Giving Hub or Portal.
Default content: None