Allow Fund Advisors to See Household Receipts
Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.
Keely Gilliland
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
-
Shana South
commented
And 1 1/2 years later this is still "under consideration"? This change is much needed. Households have joint tax returns/joint assets but only one individual in the household can see the receipt? And that is if the donation is posted to that one individual at that.
-
Ryan Douglas
commented
Happy to hear that the status is "under consideration". This change would be a massive value-add for our DAF fund holders that are usually husband/wife.
-
Karly Smith
commented
this would help with a lot of challenges with our donors.
-
Laurel Shulman
commented
This would save us hours of work and a lot of challenges with our donors!
-
Curtis Shifflett
commented
This would be huge for us. Much needed. Thanks for suggesting it.
-
Landon Gilmour
commented
Great idea!