On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
On the Grant Request Tab on the Donor Portal, a way to ask for the EIN Number for the Grantee when someone completes a grant request .
connie Lilly
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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Caitlin Cluck
commented
We have this need as well. We use the notes field to capture this but then we also have fund advisors who need to actually put a note in. It would be nice to have an EIN specific section and then a notes section for additional information.
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Savannah
commented
It would be great if the person requesting a grant request through the portal has the option to enter an EIN rather than us having to research this information.