34 results found
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fund advisor designation
Fund advisor is now missing in the fund area and the profile designation area. It would be nice to have this option back again.
1 vote -
Send an email confirmation of grant recommendation to advisor
It would be great if a grant recommendation acknowledgement could be sent to fund advisors upon submission of a grant rec via the online portal. Not only does would this notfication thank the user for recommending a grant, it assures them that the grant is being processed.
13 votes6/7/2023:Fund Advisor: In order to allow additional customization, new content blocks have are available to create content headers for each of the tabs on the Fund Advisor Portal. The new content blocks can be found in the Fund Advisor Content menu. The new content blocks are HTML compatible.
Permissions: No permission updates with this release.
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portal - adding new tab
One of our DAF advisors is asking for a tab in the portal that reads "Portfolio Performance" so we can upload and archive PDF copies of the investment returns. I realize we can do this under the Files tab but would need to do it for each fund individually -- if I'm not mistaken. Is there any thought to creating a way to upload/share files with all DAF advisors in our system?
1 voteThanks Julie!
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Internal portal access when fund advisor hasn't set password
Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.
86 votes02/14/2024: Fund Advisors: Added the ability for users to Login As a Fund Advisor without the Fund Advisor setting a password. This will allow users to assist and review the view of a Fund Advisors prior to them logging into the Fund Advisor Portal.
No Permission Changes.
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Donation Notifications to Fund Advisors: First name Last name - donation_notify_email_body
The system data content section, donationnotifyemail_body, has specifications for email notifications to fund advisors when a donation has been made to their fund. Currently the field for the donor that made the donation is:
{{donor_name}}
That is shown as last name, first name. We'd like a field that shows first name last name. The field could be similar to the donationemailbody section that has:
{name} {salutation}
Alternatively, maybe {{donor_name}} could just be changed to first name last name.
12 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
9/7/22 Fund Advisor portal steward update-staff photo s/b at steward level not fund level
This was the last of my exchange with support.
So am I reading this right that I still have to go into every single fund to add a single (steward) photo? That does not make sense to have this feature at the fund level, why wouldn't the image be added at the steward level??????Ashley Ruiz
That is how it works at this moment. It would have to be added to the steward profile for each fund1 vote -
Fund Portal Information
Currently when a fund advisor views his portal, he can see the donor and the amount given. This goes against our current Donor Confidentiality Policy. We keep all gift amounts private.
I'm told there is not currently a way to hide this information on the portal. Can this be changed?
Thank you!1 voteThis can be done by using the Hide Amounts on a fund under the options Card.
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Display interfund grants differently on the Donor Portal home tab
Right now, any interfund grants show up on the Donor Portal home tab as the name of the foundation, not the individual fund. It would be nice to have the individual fund names represented instead. It is a little misleading when someone views the top contributors and all the individual funds are lumped together under the main foundation's name. It would be nice to see individual fund's generosity recognized.
27 votes09-22-2023- Fund Advisor: Enhanced the Grant Summary with Internal Grants to use the Public Fund Name, if available, rather than the Fund name.
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Add grantee street address for view in donor portal
Could you add the street address for view in the donor portal in addition to the city/state? This way a donor can know if they need to submit an updated address if it is someone they may have donated to before.
9 votes8/10/2023: Fund Advisor: Enhanced the Fund Advisor area to have a new left menu, List Carts. This new menu will display any fund advisor grant request that have been created, but not yet submitted to the foundation. This table will display the created date, fund advisor, Fund/Org, Amount, Grantee, and the Description of the a grant request. On the Fund Advisor Portal, we have updated the menu above the unsubmitted grant request to Unsubmitted Grant Request. The button for the cart option has also been updated from Review to Review and Submit Grant Request, to help Fund Advisor process the cart. On the Review screen, Fund Advisors will now see the grantee's primary address, as a quick way for them to confirm that they have selected the correct Grantee. If the Grantee is creating from Guidestar from Fund Advisor, the address will not display in the review screen, since the…
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Fund Name merge field in fund_statement_review_email_body
It would be very helpful to have the option for additional merge fields in the system content fundstatementreviewemailbody.
Specifically, at least {fund name} would be helpful as well as others.
We have advisors that receive statements from multiple funds and without fund name in the email body, it is going to appear that they are just getting the same email multiple times. If fund name were included, they could recognize they are getting an email for each fund the advise.13 votesThe following was released on 3/4/2024:
Fund Advisor: Updated the content merge fields for the following Fund Advisor emails. Advisor_Login_Email: Salutation, First Name, Last Name Mailing Label; Advisor_request_confirm_email_body: Fund Name and Grant ID.
Donation: Updated the content merge fields for the following donation email. Donation Notify: Primary address, email, phone, donation date, Salutation, First Name, Last Name, Mailing Label
Funds: Updated the content merge fields for the following funds emails. Fund Statement Email Body and Fund Statement Review Email Body: fund name.
No permission changes with this release. -
"select all" tab permissions in fund portal setup?
It would be awesome to have a "select/deselect all" button when adding the funds to a fund advisor portal. I currently have to check each very small box to turn tabs on and off for each fund. Many of our 300+ affiliates have 10-20 funds and fund advisors come and go every day.
4 votes -
Portal tributes
It would be much easier for the advisors to have tributes (in memory of or in honor of) on the front facing portion of gifts on the portal. Frequently this info is needed for thank you notes. Currently the advisor needs to export gifts in order to see this information. This is not intuitive. We frequently need to explain the process and at times run a report and email to our donors who aren't computer savvy.
5 votes8/2/2023: Tributes: In order to manage tributes more efficiently, a new workflow has been designed for Tributes.
The Tribute list view is now a custom report with the ability to sort each column and have the ability to apply filters, save filtered lists, export, email and load for future use. On the left hand menu, there is also a new Delete Unused menu item. This will allow clients to delete any unused tributes that do not have donations attached to the tribute or if the tribute does not have associated notify information. If the notify address or email information is not completed, the tribute information will move to a non-notify tribute field. This will allow clients to retain the information about the tribute on the donation in a text field.
A status field has been added to tributes. By default, all tributes are now public. The public status will allow…
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Donor portal Grant Submission- anonymity
When donors submit a grant request through the portal, they have the option to marke it an anonymous grant. However, this selection does not come over into the online grant request information. This can lead to confusion on funds that do not typically issue anonymous grants. It would be great if this information could be captured as the donor entered it down in the grant request information section to help eliminate concern of staff error.
19 votesAnonymous status is populating a grant request from the Fund Advisor Portal. If you see an instance where this is not working, please notify support.
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Portal Password Email Text
Thanks for the ability to let donors set their own password, but can we have a different/ customized email that isn't the standard Fund ADvisor "Thank you for setting up a fund" email. The email needs to acknowledge that they are resetting their password. It's not only confusing to the donor, but it makes us look like we don't know what we're doing. Thanks!!
13 votes
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