86 results found
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recurring grant TO FUND as grantee
Please add the Recurring Grant TO FUND details for recurring grants between two funds. Right now it lists my own foundation as the grantee. Which, while technically correct, does not provide any additional details if the Fund Advisor has more than one recurring grant set up between funds. Could we map the TO FUND in with the grantee name or allow a description to be added to a Recurring Grant that shows in the Fund Advisor portal? The Fund Advisors can't see the details needed in the event they needed to edit or cancel a recurring grant if there are…
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Recurring Grants
Here’s my idea: the box marked “recurrence interval” has only a default choice at first — “annually.” If there were several boxes to choose from, annually, monthly, etc., that would make it more of an active choice.
1 voteHello,
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Add ability to search Grant Id or sort by Grant ID on Fund Portal; auto notify
Now that we can show documents on the Fund Portal via the grants area, it would be great to add a sort by Grant Id or search by Grant on the Portal, and an auto notify to fund advisor if something is posted. Actually, an auto notify on documents would be helpful too. Some funds have many many (did I say many?) grants to many orgs. lots of scrolling to find the right one.
1 voteHello,
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1 vote
Hello,
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fund advisor portal - show available cash by fund
Available Cash - We would like to have the available cash option be by fund and not be a global change. We have some fund advisors who do not need this function, but some do. Or to give flexibility in picking the accounts that are shown as available cash.
1 voteHello,
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1 vote
Hello,
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Thank you
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