advisor portal
Is there any way to add a check box a fund advisor can select if they want a grant delivered to them vs. going to the grantee? If the box is checked, they would also have the ability to enter a mailing address.
They can certainly add something to this effect in the notes/description section but it would be helpful if something was already there to indicate they have this option.
Jennifer Brambley
shared this idea
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Sally Hermann
commented
We do not allow donor advisors to hand deliver grants, so if this is a new feature, please make it optional in system content!
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Jillian P.
commented
I second what Julie said below.
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Julie
commented
If Foundant considers adding this please make adding to the portal optional in system content! It is our policy that all grant checks go to grantees and we would never want donors to think that they'd have the option of requesting that the grant be delivered to them instead.