Add grantee street address for view in donor portal
Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.
acarter
shared this idea
8/10/2023: Fund Advisor: Enhanced the Fund Advisor area to have a new left menu, List Carts. This new menu will display any fund advisor grant request that have been created, but not yet submitted to the foundation. This table will display the created date, fund advisor, Fund/Org, Amount, Grantee, and the Description of the a grant request. On the Fund Advisor Portal, we have updated the menu above the unsubmitted grant request to Unsubmitted Grant Request. The button for the cart option has also been updated from Review to Review and Submit Grant Request, to help Fund Advisor process the cart. On the Review screen, Fund Advisors will now see the grantee's primary address, as a quick way for them to confirm that they have selected the correct Grantee. If the Grantee is creating from Guidestar from Fund Advisor, the address will not display in the review screen, since the Grantee has not been created as a profile within CommunitySuite.
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Michelle Schneider
commented
We are always encouraging our donors / fund advisors to use the portal for grant request. One way that the grant request continues to come to us manually is if they are uncertain which organization to select from the grantee search results.
In some cases, an organization can have multiple locations so the funder is uncertain which to choose. In other cases, organizations have very similar names and work in the same city and the funder does not know the EIN.
If you can add the primary street address as well as the city on the search results, that would help narrow the choices for the donor.