New Portal: Option not to show Available to Grant/Spendable on the Portal
We would really like to have the option not to show Available to Grant / Spendable on the Fund Portal. Sometimes this is a negative amount which is confusing to fundholders. There were two different Idea Lab posts about this for the current portal that are now marked as "Not Planned" because of the new portal. Please make showing Available to Grant/Spendable optional by fund in the new portal.
Julie
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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Amy Ponson
commented
We need the ability to NOT SHOW the spendable in the fund advisor portal as it is misleading to the donor. Each fund and Foundation has a different policy on spendable, and we do not want to show an amount that is not accurate based on our policy. How can we turn off the ability to see the Spendable?
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Sally Weldon
commented
An automated back end process that if the field "Available to Grant" amount was negative, that the field show zero would be more friendly for clients that would need to keep up with the list of funds that had the amount turned off and the balance of that fund.
Maybe an overall switch to have the zero if the conditions exist or to not have it. So clients who want to show the negative can.