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81 results found

  1. Allow Fund Advisors to See Household Receipts

    Several of our Fund advisors have logged in to the Fund Portal to obtain a tax receipt, but are unable to access it because the gift was attributed to the household. Please update to allow a fund advisor who is part of a household to see the household tax receipts, in addition to their individual tax receipts.

    56 votes

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    6 comments  ·  Fund Advisors  ·  Admin →

  2. joelle.mamane@jcfmontreal.org

    Can we mass disable some of the tabs from being available?
    We currently have to disable many individually as we add the advisors.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  3. Please add a Donor Portal Footer

    Please provide a content option to put contact information and links for help at the bottom of each page, as is customary on virtually all websites. The only option I see is for the top of the page.

    1 vote

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    Implemented  ·  0 comments  ·  Fund Advisors  ·  Admin →

  4. "shopping cart" type of grant requests (making multiple grant requests in one submission.

    Allow donors in Portal to use a "shopping cart" type of grant requests (making multiple grant requests in one swoop). Currently, our clients have to fill out one request a time or do it offline.

    10 votes

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    0 comments  ·  Fund Advisors  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    6/7/2023:Fund Advisor:  There is a new enhancement that will allow a foundation to enable a cart option for grant requests.  If the Fund Advisor Cart functionality is enabled, the fund advisor will receive one email for the entire “cart” of requests.  The can be enabled for all fund advisors by selecting the check box Fund Advisor Cart in Fund Advisors>Settings>Edit Settings.

    Permissions: No permissions changed by this release.

  5. Fund Advisor Grant Notifications when a grant request is submitted

    I see that it appears fund advisors used to received notification once they had submitted a grant request, and that, after user feedback, it was changed to send the notification after the grant was approved and paid. However, I would love to see both options available. We do have some fund advisors who want a confirmation email of their submitted request in real time, as immediate back up. While I recognize that they could print the home page showing the submitted request, for some of our "older school" advisors, this is still not satisfactory.

    44 votes

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    5 comments  ·  Fund Advisors  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    6/7/2023: 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.

  6. Allow fund advisors to run fund statements on portal

    We are getting an increasing amount of fund advisors wanting the flexibility to run fund statements on demand on the donor portal. It would be great if this could be introduced and if management are able to set date restrictions in system data

    55 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  7. Fund Advisor Portal: Vender Payments/Vouchers

    Vender Payments/Vouchers
    From the portal it would be great if fund holders could submit a vendor payment/voucher requests similiar to what they do now for a Grant Request Name, Address, Amount and where they could upload back up documents, etc.

    20 votes

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    4 comments  ·  Fund Advisors  ·  Admin →

  8. Multiple Grant Recommendations and Saved Grant Recs

    It would be great if funds advisors could submit more than 1 grant recommendation at a time AND have the ability to save grant recommendations in the portal to come back to at a later time.

    3 votes

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    Implemented  ·  0 comments  ·  Fund Advisors  ·  Admin →

  9. Donor/Fund Advisor Portal: Grantee Search

    It would be super nice if our Donor Portal fund advisors had the same, great search experience that we do in Community Suite. As it is now, they have to type the grantee name exactly for it to come up in the list. For example we'd like them to be able to type "Cancer" and all the grantees with that name appear for them to choose their favorite. Thanks for the consideration!

    15 votes

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    5 comments  ·  Fund Advisors  ·  Admin →

  10. mobile adaptive online portals

    The current layout/style does not adapt well to different screen sizes.

    3 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  11. joelle.mamane@jcfmontreal.org

    Grantee selection on donor portal
    Can we disable some grantees from being available for grant selection on the portal?

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  12. donation notify email

    Currently there are 5 available fields for this email to fund advisors as far as I can tell. When they go out, the donor name is last name, first name and it looks odd to me. Is there any way to have that changed to donor's full name

    Donationnotifyemailbody
    Text for the automatic email a fund advisor receives when a donation is posted to a fund they advise, when Donation Notify is enabled in the fund advisor record.
    Default site custom content: This is a notification that DonationID {{donation    id}} was received for {{fundname}}
    Donor: {{donor    …

    3 votes

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    0 comments  ·  Fund Advisors  ·  Admin →
    Implemented  ·  Holly Spitz responded

    The 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.

  13. fund advisor - grant notification email

    Currently how the system is set up is that one email PER grant processed goes out to the fund advisors of the fund. We have many funds that make multiple grants out of their fund at one time, resulting in them receiving a number of confirmation emails.

    Could the system be set up so that it only sends ONE email with all of the details of the grant(s) processed?

    5 votes

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    0 comments  ·  Fund Advisors  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    6/7/2023:Fund Advisor: This enhancement allows the foundation to enable the ability for their fund advisors to receive an email confirming that they have submitted a grant request online. There is a new check box at the fund advisor level called Request Confirmation Email. The foundation can chose to enable this for all fund advisors by selecting the check box Advisor Request Confirmation Email in Fund Advisors>Settings>Edit Settings. There is also a new content area for the Advisor_request_confirm_email_body.

  14. Recurring donations fund advisor portal

    The Fund Advisor Portal has a donate tab so advisors can donate or set up donations to their fund even it it isn't public - GREAT! HOWEVER, if they set up a recurring donation, this is in no way marked in the contribution tab. Advisors should be able see, just like the recurring grants, that they have a recurring donation set up.

    There should also be editing capabilities for both recurring grants and donations for fund advisors in their portal. They shouldn't have to contact us if credit card information changes or if they want to increase the size of…

    24 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  15. 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

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    Implemented  ·  0 comments  ·  Fund Advisors  ·  Admin →

  16. 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 votes

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    1 comment  ·  Fund Advisors  ·  Admin →
    Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    6/7/2023: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.

  17. 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 vote

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    1 comment  ·  Fund Advisors  ·  Admin →

  18. Remove Profile button from donor portal login page

    The button for advisors to view their profile info is visible on the login page of the donor portal, which is confusing.

    4 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  19. Grant Description Required in Donor Portal

    It would be helpful to have the ability to have the grant description required in the donor portal when fund advisors are recommending grants. This will satisfy the need for a "purpose of grant" for Donor Advised Funds.

    40 votes

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    3 comments  ·  Fund Advisors  ·  Admin →

  20. Reclassify Grant Distribution Requests from Fund Advisors

    Some of our Funds are Fiscal Sponorships and we'd like to use the Fund Advisor Portal for them to submit vendor payment or reimbursement requests. At the moment, their only option is a grant distribution request and there is no way to copy or reclassify the grant w/o manually re-entering the info.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →
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