52 results found
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Fund Advisor Portal Enhancements Please
Although the current fund advisor portal element of the C-Suite platform does offer fundholders the opportunity to make grant advisements, the process is not very engaging and the design appears to the user as more of a back-office accounting process, rather than an engaging user experience. This is resulting in limited use by fundholders, resulting in more manual processing in the advisement and accounting work required in approving the advisements and processing the grant payments. Do others feel that you would benefit form a more engaging fund advisor portal experience? We appreciate all that C-Suite does for us, we are…
149 votes -
Enable Two-Factor Authentication via Text Message
Create text message two-factor authentication option for donors. (Many are not savvy enough to figure out Authenticator.)
78 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 - rename it in Foundant to Donor Portal from Fund Advisor
Can the "Fund Advisor" section when viewing a fund be renamed to "Donor Portal" to more accurately reflect it's function? We have different levels of Fund Advisors. True advisors, statement recipients only, etc. Not everyone connected to a fund is a Fund Advisor which creates confusion within the system.
60 votes -
Allow Fund Advisors to See Household Receipts
Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.
55 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 -
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 -
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 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 -
Rename Unsubmitted Grant Requests to Grant Cart
Rename Unsubmitted Grant Requests to Grant Cart ... people are used to having a cart. Right now we have to check the "list cart" to make sure donors aren't leaving intended grants in their cart. Also, any thoughts to send emails to donors if they have an unsubmitted grant in their cart to remind them? Like you receive if you left something in your shopping cart?
37 votes -
Recognition Name Not Shown on the Fund Portal
The Recognition Name is not shown as a column on the Contributions tab of the Fund Portal. When the information is exported, the Recognition Name is shown, but that isn’t something that a fund rep is going to do every time they access the portal to look at donations. Donors are misled into thinking that the Recognition Name is being shared with the fund rep, when, in actuality, the fund rep has to make an effort to find it. Can this be added?
34 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 -
Recurring donations fund advisor portal
The Fund Advisor Portal has a donate tab so advisors can donate or set up donations to their fund even it it isn't public - GREAT! HOWEVER, if they set up a recurring donation, this is in no way marked in the contribution tab. Advisors should be able see, just like the recurring grants, that they have a recurring donation set up.
There should also be editing capabilities for both recurring grants and donations for fund advisors in their portal. They shouldn't have to contact us if credit card information changes or if they want to increase the size of…
24 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 -
notes on donor portal
Please link donation notes so they are viewable in the donor portal. It is labor-intensive to have to compile all the notes for a particular fund and send them on to the fund founder. We recently had 168 gifts made in a donor's memory and had to pull these into a separate file to share with his widow.
23 votes -
FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor
On the Fund Portal at the top the text says Fund Advisors for anyone who has access. This is confusing as many people with access are not Advisors (for example statement recipients for Designated funds). Please change this text to say something like Fund Access. This label is causing some of our people with fund access confusion about what level of access/advisory privileges they have. Fund Advisor is a specific term for Donor Advised Funds.
23 votes -
Grant "in process"
Continue to show grant as "in process" rather than "paid" until the check is actually posted.
20 votes -
Fund Advisor Portal: Vender Payments/Vouchers
Vender Payments/Vouchers
From the portal it would be great if fund holders could submit a vendor payment/voucher requests similiar to what they do now for a Grant Request Name, Address, Amount and where they could upload back up documents, etc.20 votes -
grant request ein
It would be great if the person requesting a grant request through the portal has the option to enter an EIN rather than us having to research this information.
19 votes -
Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation"
Please consider the term "Portal Access" rather than "Fund Advisor," as a great many individuals in the system have access to a fund portal but are not what we would consider a "fund advisor." They have no advising capability but can view tabs in the portal. The term "Portal Access" covers so many more situations and is much less confusing, even internally.
16 votes
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