86 results found
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donor portal
on the donor portal can the "gift comment/gift notes? field please pull into the portal so fundholders can see it and can the tribute field FULLY be pulled into the portal rather than JUST the name?
7 votesHello,
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I wish it were possible to make a grantee inactive for a specific fund without marking the entire vendor profile "inactive." This would help
I wish it were possible to make a grantee inactive for a specific fund without marking the entire vendor profile "inactive." This would help a fund advisor choose the correct grantee in the online portal and minimize our admin work if a grant is paid to an incorrect grantee.
Example: ABC Fund has two grantees: NGO1 and NGO2. Although NGO1 received grants in the past, all grants should now be made payable to NGO2.
I would like to flag NGO1 as an inactive grantee for the ABC Fund only since it could still receive grants from other funds. Doing so…
1 voteHello,
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Fund Anniversary Pop-Up or Banner Alert
Is there a way to set up an automatic pop-up or banner alert for fund anniversaries? For both nonprofit fundholders and for individual/household fundholders.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Fund Portal Users to Search Balance by Date
It would be convenient to both the staff and the fund portal user/advisor if the advisor had the ability to search for previous month/year fund balances. If the Fund Advisor is needing last month's balance, they either have to obtain monthly fund statements which is manually produced by the staff or the staff retrieves that information for them. If by the "Current Balance" there was a date search, that would save a lot of time for all involved.
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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FA List: Do not show inactive addresses
Remove inactive information from showing on the 'Fund Advisor' list, i.e., inactive addresses. What's the point in having an inactive option if it's still showing the information?
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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advisor portal
Is there any way to add a check box a fund advisor can select if they want a grant delivered to them vs. going to the grantee? If the box is checked, they would also have the ability to enter a mailing address.
They can certainly add something to this effect in the notes/description section but it would be helpful if something was already there to indicate they have this option.
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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View principle on fund portal
would be nice to have the option to view the principle, along with the balance and spendable, on the portal. Would aid in having the fund advisors be aware if the fund is in danger of being under water.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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text communications
Text communications to Fund Advisors.
6 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Link between GLM and CSuite for fund advisors
It would be awesome if there were reciprocal links in GLM and CSuite for those who are fund advisors and also use GLM for grant submissions. I just received multiple emails from a fund advisor who could not find the fund statement tab as she was logged into GLM. There is no way to jump back and forth. I had emailed her screenshots of the fund advisor portal and where the fund statements were located and it wasn't until then that she told me she wasn't seeing any of that as she was in the GLM side.
She uses GLM…
1 voteHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advisor Portal settings for on demand service - mobile grant recommend & name successors
I was just recently on a Fidelity site and saw a couple of cool options for on-demand service for fund advisors. A mobile-friendly option where grants can be made via a mobile device and the option to name a successor via their portal. Re the successor - would likely have to give us flexibility in language used and somehow capture signature or consent or something, but interesting idea ...
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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FA Portal: Ability for Fund Advisor to print their grant request
ability for fund advisors to print a copy of their grant request from portal.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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message donors through donor portal
It would be great if a "notes" tab or "messaging" tab was available on the Fund Advisor Portal so we could communicate with the advisor(s) when they log in to their fund. We have an agency endowed fund that requires the agency to request distributions and if they don't request it, the funds can accumulate year to year. This year when creating a distribution, the total accumulated amount would put the fund under water. Would be nice to have a mail box with an indication of a message so they could see something like "If you chose to take your…
5 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Donor Portal Grant to Operations in Rec
It would be great if there were a box we can add to each Grant Recommendation from Donor Portal for our Fund Advisors to add a grant amount to support our own operations. Back in the day when we had paper forms, this generated a significant level of support to us.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Fund Advicors need to be able to all doantions and grants to all their funds at once.
We have several agency fund advisors that advise 10+ funds. They have expressed a need to be able to see all all donations and grants to their funds at once, rather than having to click through them one by one.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Audit Log does not show details of a deleted "owner" Fund Advisor, please update.
The audit log shows when an email or address was deleted was the information had been that was deleted. But the fund advisor "owner" does not show you what profile had the fund advisor piece deleted, it only shows that something was deleted. Not very effective to double check that it is accurate. Please add additional data to delete options.
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Donor portal - show investment earnings and admin fees
Can the investment earnings/Investment expenses along with Administrative fees be added as tabs in the donor portal? Our fund advisors tend to call us when their fund balance changes due to these categories. They don't see this activity on the portal.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add a "Contact Us" link in the advisor portal
One of our agencies asked if a simple "Contact us" or "Help" link and or phone number could be added within the portal so it is easily accessible when they need to contact us about an issue or question.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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spendable balance fund advisor portal
To help fund advisors with the next year's budgeting, add a separate Spendable Balance line on the portal such as "Spendable Balance available on (post date)": (amount). Once the post date has arrived, the future amount becomes part of the regular Spendable Balance.
Before using Foundant, we would share this information on a paper distribution request form two months before the start of the next fiscal year. In Foundant, we cannot do this now.3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Fund Advisor Tab Permissions - add Assign by Advisor Type
Could you please add an additional "Assign by" Category to Tab permissions? We set tab permissions by Fund Group and then manually update tab permission for move than 200 advisors with View Only rights. Once we include File Tab or GrantCatelog tab permissions by group, it overrides all View only settings, which then have to be updated manually.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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fund advisor grant request add mores notes sections
some of our fund advisors need to put in a few notes when they manually enter a grant. One would be for the ein number field which is what we use the notes section for now. Then they may have notes on where to mail the check which is another notes section. Could we add another notes section option.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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