Fund advisors/fund advisor portal
In system settings, do not make "Hide Donor Address/Email/Phone" for ALL donors. Please make it so that we can hide the addresses of our fund advisors when they are making internal fund grants, but allow for showing the addresses of donors via Stripe, check, or stock gift to funds. We do not want our organization funds sending thank you notes to fund advisors at their homes or contacting them directly.
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Heather Hoy
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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.