Total Contributions and Total Grants
Total Contributions and Total Grants should be customizable. When using lookback dates this wording is misleading as the totals don't include data that precedes the lookback date.
7
votes

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Dawn Townsend commented
We agree that Total Contributions and Total Grants should be customizable.
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Madeline commented
This will enhance clarity for fund advisors transitioning to the updated portal. Each Community Foundation may phrase things a bit differently so customizing is key. By proactively addressing potential questions and minimizing confusion, we can provide a smoother experience and reduce the need for follow-up inquiries.