Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund
In the new portal, if a fund is marked private (like we do for agency funds that only accept contributions from the agency itself, not the public) it is currently showing up as an option to donate to when she goes to the Giving Hub via her donor advised fund dashboard.
Example: Jane Doe is a fund advisor on both her family donor advised fund and she's a fund advisor to the Pawsome Animal Clinic agency fund, for which she serves as a volunteer treasurer. Even though “Donate” is not checked in her advisor access options for the Clinic's agency fund, it still shows up as an option to donate to it when she presses the Donate navigation (which moves to the new Giving Hub).
We strictly follow FASB136 guidelines and thus no person or entity may contribute into an agency fund besides said agency. This did not occur in the legacy portal; thinking it was a missed connection when moving to the new portal.
Elizabeth Messerli
shared this idea
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Anna Wagner
commented
I didn't know this was happening on the new giving hub as I assumed having donate off would prevent it from occurring. Thanks for bringing it up!