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.
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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.