53 results found
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Recurring Donations Communications to Fund Advisors
Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.
11 votes -
fundholder portal - appearance of fund advisor name
Recommendation: Use profile mailing label name, rather than household name for fund advisors
Issue: our household records appear as 'last name, first name' so that we can easily alpha-sort mailing lists, etc. However, ,because the portal is pulling the household name to populate the Fund Advisors name(s) on the primary screen for each fund, those names also appear as 'last name, first name'. ..Several of our donors are complaining about the 'last name, first name' appearance. If we could populate that field of the portal with mailing label format, or specify how we'd like the names to appear on the…
7 votes -
Allow fund advisors to run fund statements on portal
We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data
55 votes -
More Donation Info For Fund Advisors
Our fund advisors would like to be able to see the In Memory of/In Honor of fields as well as the Recognition field of a donation. I would hope this would be an easy add to the fund advisor permissions.
12 votes -
Grant Description Required in Donor Portal
It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.
40 votes -
Update the Submit button on the Grant Request manual entry
When Fund Advisors are entering in a grantee manually rather than utilizing the search, "Submit" can be confusing. I have had multiple FA's reach out concerned that they weren't going to be able to input the Amount or Description before hitting Submit. Please use a different word here that lets Fund Advisors know there is more to be done.
3 votes -
Donor portal view multipayment grants
Please show multi-payment grants in the donor portal with the status of the individual payments so that the donor can tell which payments have been paid. Currently the donor sees just the full amount of the grant with the status "Voucher."
24 votes -
Fund Advisor Portal: Visibility for grant checks cleared
As local Community Foundations continue to compete with national DAF providers, we are continually asked to bring technology improvements that our donors are seeing elsewhere. One frequent request from our donor advisors is the ability to see when grant checks have been cashed by the grantee organizations they have supported through their DAFs.
This request asks that you consider what might be involved in bringing this improvement, even incrementally. Included is a screen snip of the information currently available through a Fidelity DAF. The donor advisor can clearly see when the check was cleared, in addition to the internal processing…
48 votes -
Grant Request Notes Visible to Fund Advisor After Submission
Once a Fund Advisor submits a grant request, the information submitted in the Notes area is no longer visible to them. This prevents the Fund Advisor from having any visibility later on to ensure they provided correct instructions or wishes for their grant. Please make this a viewable field in the portal.
11 votes -
Allow Donors to Edit/Cancel recurring grant recommendations in the Portal
The portal gives donors the ability to set up recurring grants, but once they are entered, the donor has no way to edit them or cancel them without having to contact us.
We previously used Donor Central and it gave donors the option to "edit" (which actually walked them through re-entering a new recurring donation but with the org info prepopulated) or cancel.
67 votes -
Donor Portal: Do not require phone number on grant request
It would be helpful if the "phone" field in the grant request section of the donor portal was not required, similar to "email." Donor advisors are unable to enter a grant for a new organization if they don't have a phone number of if the donor advisor doesn't know the phone number.
12 votes -
Recurring Grants - Donor Portal View
When donors submit a recurring grant through the portal, the request itself is listed in their grant history, in addition to each grant distribution. If we enter the recurring grant through CSuite, they do not see any indication that the grant is recurring in the donor portal.
We would love for donors to see a similar record when we create a recurring grant to when they submit a recurring request, indicating that we have entered the grant as recurring, with the amount, frequency, and start date, as well as max recurrences.
50 votes -
Donor/Fund Advisor Portal Donate Tab
Currently the "Donate" tab in the Donor Portal shows the name of the individual's fund and any funds we are promoting. We like the option to promote several funds, however, the donor's fund gets lost in that page as it just appears alphabetically. We would love the option to float their fund to the very top so it's easier to find.
31 votes
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