Prior to the new portal launch, fund advisors could export data from the "My Donations" tab, including advisor details for gifts. However, the advisor field was removed from the export, requiring fund advisors to manually click into each donation to access the full data or a staff member sending a custom report monthly.

To improve efficiency and streamline the process, I propose adding the advisor information back to the export. This update would reduce manual effort, enhance data accessibility, and align with previous functionality.