Recurring donations fund advisor portal
The Fund Advisor Portal has a donate tab so advisors can donate or set up donations to their fund even it it isn't public - GREAT! HOWEVER, if they set up a recurring donation, this is in no way marked in the contribution tab. Advisors should be able see, just like the recurring grants, that they have a recurring donation set up.
There should also be editing capabilities for both recurring grants and donations for fund advisors in their portal. They shouldn't have to contact us if credit card information changes or if they want to increase the size of their recurring grant - or cancel either.
Britt Ramroop
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
