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.
Vanessa Stein
shared this idea
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Bryan Katz commented
When a user clicks the DONATION Tab within their DAF, it brings them to the DONATE page (https://xxxxx.fcsuite.com/erp/donate/list). The user's own funds are listed somewhere on this page along with dozens of funds that we have 'promoted'. This isn't ideal since the user's fund(s) are buried in the page. Improvement is essential. Either (1) put the user's fund(s) at the top of the DONATE page, or (2) allow the user to find their funds via the SEARCH bar that's at the top of the page. Right now the user's fund(s) do not show up in SEARCH presumably because they're Private - not promoted.
(fwiw, this is not the preferred approach for us. Another idea was submitted that when the user clicks 'donate' from their DAF, a direct link to allow them to do a credit card donation to their own DAF is preferred. Skye said in today's webiner this may be done in the future. But if that isn't possible, our users need this alternate solution.)
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Mandy Hicks
commented
Is this planned for the new portal style? I see that similar ideas have been archived because no updates are planned to the legacy style so I wanted to make sure this idea was going to stay active.
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Susan Lotreck
commented
This is critical. We just turned on the Donate Tab and we would like to invite agencies with many funds (custodial and agency designated funds). However - we are promoting a list of funds so it would have to be explained to donors they need to scroll to find the agency fund they want to donate to.
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Tracy Kramer
commented
Promoted Funds can be given a sort order in the Donation Portal, however in the Fund Advisor Portal they are listed alphabetically and can not be changed. It would be excellent if the promoted order could be the same in both places.
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Chris Ringkamp
commented
The link on the Donate tab should go directly to that Fund's donation page.
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Michelle Schneider
commented
Great idea! This would be very helpful in serving our donor's needs.
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Jessica Renfro
commented
Yes! This would be a great change! The donor's fund does get lost in all the other funds on the promoted page. Thanks for considering!