Recurring grants
Our old software isolated recurring grants in the donor portal which was very helpful for the donors/fundholders. It would be great if the donor/fundholder didn't need to scroll down on the grants tab to view recurring grants in the middle of multiple rows of grants listed but instead have a separate tab to "manage/view recurring grants".
Stephanie Jones
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
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Stephanie Jones
commented
Can a tab be added in the donor portal for “recurring grants” for easy access instead of the donor having to scroll to the end of the Grantee Summary section on the “grants” tab?
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Britt Ramroop
commented
Would like a better, bolder, way to see recurring grants through fund advisor portal. Currently fund advisors can only see if their recurring grants listed on the Grant Request Tab and if they scroll to the bottom. Honestly, they are going to look at the Grants tab, not Grants Request tab for that information. Any recurring grant that we set administratively doesn't appear at all in their portal which is causing confusion as to whether or not we've done what was asked of us. There is also no way to review from the fund advisor portal, the details of the request. So if they want to see how many requests are left they don't know. We love having the option for recurring grants but it would be very helpful for our fund advisors to see, to help remind, what they actually set up.