Articles in this section

• CommunitySuite Release Notes 2026
• CommunitySuite Release Notes 2025
• CommunitySuite Upcoming Releases
• CommunitySuite Release Notes 2024
• CommunitySuite Release Notes 2023
• CommunitySuite Release Notes 2022

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Articles in this section

• ABA Files
• Accept and Manage Online Fund Requests
• Account Actions
• Account Transfers
• Account Types
• Add Grant Approvers to Funds

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Articles in this section

• Add a Historical Donation
• Admin Fee Groups
• Admin Fees Overview
• Apply the Open Balance of a Profile Payment
• Canadian Sales Tax and Public Service Bodies' Rebates
• Cancel a Pledge/Promise

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Articles in this section

• Enable and Run Due Diligence
• Import Grants
• Plan an Impact Investing Loan Program
• Grant Catalog Dedicated Fund Setup
• Grant Template and Communications
• Plan a Grant Catalog

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Articles in this section

• 1099 Report
• 990 Report
• Audit Balances Report
• Audit Report
• Available Cash
• Balance Change Report

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Articles in this section

• Access the Template Fields List
• Affiliate Portal
• Assign Logic to Templates
• Assign Profiles to Opportunities
• Build Custom Templates
• Bulk Edit Fund Advisor Settings

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Articles in this section

• CommunitySuite Glossary
• Foundant Support Hub Navigation
• Add and Manage Notes
• Add and Manage Tasks
• Add Task/Note Types
• Adjust the Visual Accessibility of CommunitySuite in Your Web Browser

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Articles in this section

• Categorize Grantees Using Tax Class
• Alumni Designation
• Primary Date on Profiles
• Profiles Search
• Vendors Dashboard
• Students Dashboard

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Articles in this section

• Customize Pledge/Promise Content
• Pledges/Promises Settings
• Audit Proof Your CommunitySuite Site
• CommunitySuite Single Sign On (SSO)
• Integrations
• Opportunities Content

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Articles in this section

• CommunitySuite and GLM/SLM Integration Overview
• Cross Product Authentication
• Set the CommunitySuite Scholarship for an Opportunity or Process
• Integrated Grant Catalog
• Integration of Organization and User Fields
• Process Synced Grants

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Articles in this section

• Checklist for Portal Setup
• Client Implementation Guide
• Accessing the Foundant Secure File System for Migrations
• Portal: Fund Advisor Access Guide
• CommunitySuite Document Migration
• Project Manager Responsibilities

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