Donor Portal description vs. notes: it is hard to know what the difference is!
It would be helpful if, in the donor portal, it was clear to the fundholder that the Description field is visible to grantees but the Notes field is visible only internally. We have donors enter info in Notes that they want the grantee to see (e.g. "Thanks for all you do, from Joe Smith"), and we have to choose to copy it into the Grant Description field (labor intensive) or ignore it.
Jenny C
shared this idea
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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Lynn Oltmanns
commented
Making it more clear somehow as to the purpose of each field would be great! We have grant requests that have information about the grantee - what they do, who they are, EIN, etc. in the description versus a note. Those don't always get cleaned up and are printed on the check stub to the grantee. Makes us look somewhat incompetent.
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Carolyn Lange
commented
Change the Grant Portal Input Box Titles to Clarify the Purpose of Each Box
Change: “Description” to “Notes to Grant Recipient”
Change: “Additional Notes” to “Notes to Foundation Staff”