34 results found
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Fund Advisor Options - Donations and Grants Emails
We would love the option of toggling donations and grants notifications BY THE FUND for fund advisors. We add designated funds for our designated fund recipients so they can see previous year's grants, BUT we don't want them to receive the grants notification email when the grant is made, since some funds benefit more than one organization.
38 votes -
Abandoned Cart Email: Option to select who to send email to
Add a 2nd screen after choosing 'Fund Advisors> Settings> List Cart> Send Email Reminder to allow for choosing which fund advisors to send the email reminder to. Currently, this is an all or nothing feature.
18 votes -
Enhancement to Abandoned Cart Email Frequency
We really like the ability to email our advisors who have left a grant request in their cart. Right now, the only option in the settings is to send these email reminders nightly. It would be great if there were other scheduling options, like weekly. From our perspective, emails sent each day may be somewhat irritating. It would be great if there were an option to send them less frequently, like weekly, or based on a certain number of days. We intend to send them weekly, but, at present, it will need to be done manually.
12 votes -
Fund admin fees on Fund Summary in portal
Our fund advisors would really like to see support fees (aka admin fees) on the Fund Summary page. Currently the only way we can report the fees assessed to their fund on a quarterly basis is by producing a statement of activity. Including this information on Fund Summary would provide a clearer picture of activity in their fund. Thanks!
6 votes -
Clear grant requests from fund advisor carts without proxying in as the advisor
We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.
7 votes -
Add "Primary" Fund Advisor as Reportable Field
Please add Primary Fund Advisor field to the Profile Fund custom report. Currently there is no way to see which funds do not have a primary advisor or have out-of-date primary advisors, without opening each individual Fund record. It's making system setup and maintenance unmanageable.
Thank you! - TCF
25 votes -
Investment activity on Fund Summary dashboard in portal
I posted on this topic back in October and recently the Foundant folks said it was implemented in the new version of the portal. But the way it was implemented doesn't really fit with what our fund advisors are looking for, so I'm giving it another shot! We've tested the "Show Donor Portal Investments" option in our sandbox and it does not provide the activity we want to share, or that our fundholders are interested in. They're looking for net investment activity for the most recent month available.
Our big wish is to display net investment activity from the most…5 votes -
FA Donation notifications should include tribute information
Fund Advisor donation notifications currently don't include tribute information, if the donation has been made in honour/memory of someone. It would be helpful if that was a field that could be added to donation notifications, as it's very important to some of our fund advisors to keep track of this for their own fundraising purposes.
73 votes -
Donor Portal - Dropdown Field for DAF Grants Requests
Provide an optional Dropdown Field on Grant Requests/Recommendations from donor-advised funds:
- General support
- Program support (indicate specifics in Grant Description)
- General support for an event, no benefits are received
- Grant is for an event, full minimum cost to attend has been already paid in full outside the DAFPurpose: Increase due diligence when processing grants
4 votes -
Develop Login Report that also shows Profiles logging in with PIN
Currently, the Fund Advisor Login Log only shows Fund Advisors who have logged into the Portal with Username and Password. Since most/all first-time portal users log in with email and PIN (and some may continue after that), we would like to be able to track all portal users that are logging in -- whether using username and password, and/or email and PIN. Currently, there's no visible record of portal users logging in by PIN. This results in things like receiving grant requests from Fund Advisors without a record of a fund advisor having logged in, and when portals are launched,…
11 votes -
fund advisor portal image
There is an option to place an image at the fund level, but in the fund advisor portal you cannot see the image. It would be nice for advisors to select funds within their portal based on images since many of their funds are labeled the same or they have several funds within their account.
4 votes -
Fund Advisor Invite Email
Please allow the default subject line of the Fund Advisor Invite Email to be customized so that it better suits the needs of each organization. As it stands, every time I send the email, I have to edit the subject line to that it makes sense and matched the verbiage we use with our donors and fundholders.
3 votes -
Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.
I am in agreement that they s/b able to correct their contact information but I think it would be better at the profile level to then be toggled "inactive" instead of disappearing altogether "deleted". Instance that just happened they removed their work email and replaced with a personal email, which is fine but now the work email is no longer on their profile at all. Please change to inactivated vs deleted when changes are done on the portal.
38 votes -
Fund Advisor Emails: Employee Names
In the content settings for fund advisor emails, the only field we've ever had to use for an employee name is {{employee_name}}. That formats the name as last name, first name. We'd like it to show as first name last name, like John Doe instead of Doe, John. The only way we've been able to accomplish that is by changing employees in the system to a first name of John Doe with no last name. That works, but it's cumbersome to have some of our employees listed this way.
Can we get a field added to the content that would…
2 votes -
1 vote
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Send auto email to FA's with unsubmitted grants in cart
Send an automatic email after unsubmitted grants have been in the list cart for 10 days. Or make this an option we can choose to implement.
32 votes -
Add closed funds to fund advisor designation
Now that closed funds have an option to be viewed in the portal, it would be nice to have the option to add closed funds to the fund advisor designation so folk can see the history in the portal.
2 votes -
Batch Donation Notify and Grant Notify Emails
Send one Donation Notify and Grant Notify email per day summarizing gift activity or grant activity for that fund that day rather than, in some cases, dozens of transactional emails.
29 votes -
Grant Request: See grantee address on grant request page
When making a grant request fund advisors are able to see the grantee name, but not the address. They can see the address at the review stage before submitting, but this means if they selected the wrong location they need to go back, delete it, find the right grantee and make the grant request all over again. We've gotten some feedback that some fund advisors are afraid to move forward in the grant request process because they are worried they selected the wrong one. If they use the grantee search they can see the address, but if they use the…
3 votes -
Automated Cart Reminder Email: Allow an option to pick which days of the week it is sent.
Right now, there is an option to either send the Cart Reminder Email daily automatically or manually, which we can control. We think daily is a bit too frequent and would love the option to set which days it is sent. Like Mondays only, or Monday and Wednesday, etc. That way we can control the cadence to work better with our workflows for grant processing, and not overload our users with too many emails.
3 votes
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