104 results found
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Edit Submitted Grant Request Before It Is Processed
It would be great if the fund advisors can edit their submitted grant requests before it is processed instead of canceling it and having to create a new one. We have had many who feel this would be helpful.
3 votes -
Donor Portal - Recognition Name
Donors have requested the option for the recognition name to default either to last used or household name. They dislike that it defaults to one person every time instead of the household name.
3 votes -
FA Portal - ability to see voucher description
Fund advisors, especiallly for fiscal sponsorships that have a lot of activity, would like to see the description of voucher expenses on the portal.
3 votes -
Remove Profile button from donor portal login page
The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.
3 votes -
Fund Advisor Portal: Profile Information Location Flexibility
The profile information link in the fund advisor portal is now located in the top left of the screen. We'd like to make it a tab, like the other sections, or have it on the top right of the screen. Location at the top right seems to align better with here people look for "My Account" or other similar profile information on other websites.
3 votes -
3 votes
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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 -
Hide amounts in Donor Portal as a single checkbox choice in Settings
I know a recent update has allowed all contributor names to be anonymized, with a single checkbox in System Data, when they appear in the Donor Portal. It has been our practice to reveal contributor names and contact information to fundholders but NOT the amount of the gifts. In this way, our fundholders have an opportunity to mail their own personal thank yous to those who contribute to their fund.
I know contributor amounts can be hidden via a fund-by-fund checkbox, but for our organization, with ~1200 funds, this is a large task to undertake. Could a single checkbox choice…
3 votes -
FA Portal Main and Sub-fund options setting
There should be a setting that makes the any sub-funds either appear with the main fund or without it. This could be an overall Fund Advisor Portal setting.
Currently, the fund activity shows the main fund and sub-funds added together, and the investments tab shows just the main fund information. Also, the home screen shows just the main fund information. It would be helpful for the fund advisors if there was consistency between all the tabs.
Since we run statements separately for main and sub-funds, I think it should just show the main fund info on the main fund, but…2 votes -
Please add a Deceased Advisor button in the Advisor area & a similar column in exports
this way we can just go in and click the button and keep the advisor on the fund for a history and filter out the deceased advisors on Fund Advisor reports.
2 votes -
Optional Two-Factor Authentication for Fund Advisor Portal
Please add the option to turn on 2FA at the Fund advisor level. At this time, we are choosing not to turn on two factor authentication for all fund advisors.
2 votes -
Fund Advisor File Uploads
It would be great if Fund Advisors can upload files they would like kept on record and for others to view. Currently, I have groups that would like to upload their Board minutes, impact reports, press releases, and other documents for present and future members to view in the portal. If fund advisors upload the information, it could also be automatically marked as "shared".
2 votes -
Making donation descriptions an option for fund advisor portal
We've been using the gift description field for insider notes and things we want to flow into a gift receipt template - such as specifics about stock gifts. But many of our funds are set up by clubs and organizations, so the people using the portal shouldn't see that information. Please make the gift description something that can be turned on and off depending on the fund advisor, like we can turn receipts and the grant catalog on and off.
2 votes -
Total needed for Grants filtered by date
When the donor/advisors are filtering by date for grants paid, it would be nice to have a total included in the view. The total is the reason for filtering the information. Without a total displayed, the donor/advisor must calculate the total manually.
2 votes -
Customize Donor Portal
We would like the option to make modifications to the Donor Portal so during our Giving to Lincoln month, donors who are making grants to participating nonprofits from their donor advised fund can log in and select from the Grantees they've given to in the past, they can then select a check box that this is for Give to Lincoln Day. We could then add the NPOs that are participating in CSuite and this NPOs would pull over to the portal as participating NPOs for our giving day.
2 votes -
fund advisor portal summary
It would be helpful to include the Fund Summary on the Home page of a Fund in the Fund Advisor Portal. This is especially important for advisors who may only log in quarterly or annually to make grant requests. While you're at it, show the fund's Image with the summary.
2 votes -
Allow edits to password reset email for fund advisor portal
Allow password reset email to be customized within the content section similar to the other email notifications.
1 vote -
Donor Portal Logout Page
I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?
1 vote -
fund advisor settings - can we make them editable individually instead of universally?
We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?
1 vote -
View Account Numbers on Portal
Fiscal projects would like the ability to see the account number vouchers or invoices are associated with on the portal to verify they were posted to the correct account in real time. This would save us a lot of work if we need to make corrections if it can be caught before the books are closed and statements are generated.
1 vote
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