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.
Rachael Watkins
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
-
Julie Keller
commented
This is a basic feature for fundraising so doesn't make sense why this can't be done. And as monthly giving programs have become more popular your platform needs to seamlessly meet donor needs of how they want to give.
-
Lee O. commented
Once grants are entered, the donor has no way to edit 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 the grant but with the org info and description and amount prepopulated). Can we give donors the ability to edit their grant request, so long as it has not been imported? -
Johnna Martinez
commented
Would like the option to Cancel a recurring grant so donor can see that it is canceled. If we can only delete it, then the donor doesn't see any status on the grant previously submitted.
-
Sarah Paone
commented
Would love for fund advisors to be able to make changes/cancel their scheduled recurring grants from the fund advisor portal. We have many fund holders who call our office wanting to make a change online themselves to their recurring grants and are disappointed when we tell them that we have to make those changes for them from our side of the system.
-
Julie
commented
Just a note that there's two versions of this request that have high vote counts: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45768772-recurring-donation-give-donors-option-to-end-or
-
Laurel Shulman
commented
This would be soooooo helpful for our internal operations if the donor could make these changes in the portal instead of going through our staff.