Donor to choose Grant Type on Fund Advisor Portal
Allow/Require Donor to choose Grant Type on Fund Advisor Portal in every grant they make.
Many donors give to orgs that have multiple aspects to their mission. Example - the YMCA provides youth development, housing, food access, climate etc. Currently, C Suite allows for only a default Grant Type (on Grantee record) to be applied to each Grant to that org - which doesn't drill down to the real purpose of the grant.
While a donor can write in a Description, having a drop down box for the donor to choose their intent that matches the Grant Type in our system would create efficiency and consistency in how we report on the impact of grants from DAFs etc.
Stacey Landry
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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Stacey Landry
commented
If not for this functionality - can someone share how they accurately report on where DAF grant dollars go? Citing my example above - if the Y has a Grant Default Type of 'Community Development' and a donor gives in support of 'Youth Education', shouldn't we be able to report on that level of detail? You can argue that Youth Education is a form of Community Development, but that does not accurately represent areas of impact. Thanks!