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 steps along the way. What would it take to bring us this level of visibility? Many thanks for your consideration.
Rachel
shared this idea
In the new Portal, the check status of reconciled is viewable when an individual grant is viewed.
Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Katie Kling
commented
It would be great for advisors to be able to see if a grant check has cleared in the fund advisor portal. This was functionality available to us in our old portal and while we love many things about the CSuite portal, this is definitely a feature that's been missed by our advisors.