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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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grant advisor

Grant Advisor for Internal Grants should default to Null

OR we should be able to exclude certain revenue accounts from automatically populating a Grant Advisor. We just discovered the field has auto-populated to the Primary Fund Advisor on internal transfers that we complete annually to pool spendable from various funds into a central granting fund. Now, a very INTERNAL process shows up in the donor's giving history on the Portal. PLEASE CHANGE THIS.

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Jesika Ellis shared this idea  ·   ·  Report…  ·  Admin →
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  • Jesika Ellis commented  ·   ·  Report

    AND while we can uncheck Show Advised Donations in the Donor section of Portal Settings, this suppresses IRA or other legitimately-advised giving instances from appearing across-the-board. What on Earth...

  • Jesika Ellis commented  ·   ·  Report

    Adding that these are unrestricted funds - NOT Donor-Advised. So perhaps DO NOT auto-populate the Grant Advisor field for certain fund groups, as well? We create HUNDREDS of these transfers to fill our central granting funds' spendable for grantmaking annually - no way we can individually correct each record one-at-a-time.