Maintain features exclusive to fund advisors in the donation portal
The "all-in-one" donation portal is going to cause foundations problems with fund advisors based on how it is currently being configured. We have adapted the new portal, and we so far have discovered the following issues: 1. Fund advisors can no longer donate to their own fund through the portal without either a)making their fund public; or b) send them a link to their fund that defeats the purpose of giving them access to the portal for all their fund needs. Fund advisors need to be treated differently than general donors, nonprofits and vendors. We continue to be concerned that attention is being given to features that need to be for fund advisors only. Also, once again, we need to be able to hide contact information for our fund advisors, but have be able to share for other donors. Please fix this.
Heather Hoy
shared this idea
9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
Portal-Grantee: Added Show Grant Award Letters and Show Grant Letters as a global setting in the Portal Options, Portal settings, Grantee tab. This will allow foundations the ability to show or hide these letters from the Portal.
Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
Portal-Donor Settings: Added the ability to hide the Pledge left hand navigation in Portal Settings-Donor.
Funds: Added the ability to Hide Spendable Balances per fund on the Portal. This option is located on the fund record, settings tab, in the Fund Advisor Portal options. This is also a global setting in Portal Settings-Fund Advisors.
Styles: Relabeled CSS to Color, since the color selection happens from this section.
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Julie
commented
We've been looking at the new Fund Portal in the Sandbox and this is definitely a huge issue. The Donate tab should take the Fund Advisor to their fund without it having to be made public. It should not take them to the public donations page. Please fix this!