Closed Funds - History for Donor Portal
Could there be an option to allow donors to view the donation and grant history of closed funds on the donor portal? Currently, if you close a fund, there is no longer any access and many of our donors would like to continue to see the info.
For example, one of our donors with multiple funds was done with a fund so it was closed. However, they would like to see their grant/donation history in the portal. The only option right now is to re-open a fund that will never be used again and leave it open, or have them contact us whenever they need something. By leaving it open, it causes an inaccurate "open" fund listing, but we can't close it if we want to let them view the history.
Anna Wagner
shared this idea
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Marsha Lewis
commented
We just had this situation happen on a closed agency fund. The advisor was upset that they couldn't access the activity or fund statements needed for their audit . The assets were paid out over a year ago so we didn't think there would be a problem with closing the fund and it not showing on the portal