Nonprofit Directory Listing Remains Live During Edits
When an organization updates their Directory Listing it goes into a review stage and disappears from the user portal until staff publish the changes.
It is preferred that the last published version of the Directory Listing remain active on the donation portal while in the review stage. Once staff review, edit, and publish changes the new Listing can appear.
The only time a Directory Listing should be removed is when staff inactivate it or the nonprofit loses tax exempt status.
This is critical with a large database of participating nonprofits and high volume giving events. For example, a majority of our 1,500 nonprofits like to update their records prior to a giving day--if staff fall behind we could have an empty database for the event or donors will not be able to find their favorite nonprofit leading up to the event.
Joyce Ray
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
