New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page
In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.
Julie
shared this idea
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Eyerusalem Gehringer
commented
I agree - it is critical to make it easy to make grants to foundation funds, and it should be easy for foundations to promote this to their fund advisors.
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Heather Hoy
commented
It would be helpful to streamline the Create Grant Request options in the new portal. Here is a suggested change:
Once someone clicks the "Create Grant Requests" button (the one at the top of multiple pages) -
provide the following option tabs:
Previous Grantee
Search Grantee
Manual Grantee
COPY PREVIOUS GRANT RECOMMENDATION
EDIT OR CANCEL RECURRING GRANTSThis makes more sense than asking fund managers to go to a completely different tab on the left side navigation to complete what is essentially all the same task.
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Susan Lotreck
commented
Thank you posting this idea! This would be a welcomed enhancement. DAF fundholders awarding grants to other funds at our foundation happens often.