Make Fund Beneficiary Info Available in the Grantee Portal
Currently we give fund beneficiaries access as a fund advisor to the fund where they are the beneficiary. There are some funds that have multiple beneficiaries on one fund so it gets confusing for the different nonprofits. We have fixed this by now when setting up designated funds we set up one fund per beneficiary. Looking through Compass discussions everyone seems to deal with this in different ways.
We want to provide the nonprofit with the information readily available for them but we do not necessarily want them to have all the information on the fund. Being set up as fund advisors then it pulls a fund statement for them and causes manual work for us anyway we do it.
It would be great if this could be a feature could be added to the grantee portal. Grantees could log in, see what funds they are receiving money from, and how much.
Wanda Willis
shared this idea