Grant Description Required in Donor Portal
It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.
Meagan Harris
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
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Stacey Landry
commented
or instead of description - Grant Purpose - trying to get to any programmatic specifications or gen/ops designation
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Amy Jordan
commented
Agree. Also, the "Description" is confusing for some donors. They insert the description of the organization as it is the field right after choosing the organization.
New Title could be: Description for Grant Request
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Tara
commented
This would be ok if it was an requirement for fundholders that could be turned on foundation-by-foundation however my foundation would not use it.