Allow Donors to Add Grant Contact/Address in Portal
I have had Fund Advisors using the portal request the ability to see an existing grantees address when requesting a new grant to know if they need to update the mailing address. They also would like to add a "Contact Name".
Could you add a drop down allowing them to select the grantees address (from existing profile addresses) once you select the organization and/or add a new one if applicable?
acarter
shared this idea
At this time, we have decided that we are not going to allow Fund Advisors to update the address for a Grantee. This would impact internal controls as payments to Grantee's could be impacted. Thank you.
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Bryant Phillips
commented
This was previously set to "Planned". Just confirming, is the current status "Under Consideration" a downgrade?
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Pamela Adams
commented
One of our donors mentioned that they were not able to see the organization's address when they recommended a grant. Are you able to add this information so the donor can confirm that they are selecting the correct grantee? Thank you.
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Paula OBrien
commented
Adding the grantees address will make it easier for the advisors to choose the correct chapters of organizations.
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Wendy Witte
commented
As others have suggested - please have the donor portal include visibility of the Grantee address. So many organizations are similar!
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Jenny Molyneaux
commented
We have several St. Paul Lutheran Church (for example) in various cities in various states and it would be so helpful if the donor portal included address, city, state, zip of grantess (maybe just city/state in the drop down menu for selection) for grantees. Great way to update an address and also to ensure they select the correct "St. Paul Lutheran Church".
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Laurel Shulman
commented
Generally, our donors want to be able to see the address information for all grants they have submitted. Ideally this would mirror how we see all contact information for contributors to the fund.