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84 results found

  1. Recurring Grants - Donor Portal View

    When donors submit a recurring grant through the portal, the request itself is listed in their grant history, in addition to each grant distribution. If we enter the recurring grant through CSuite, they do not see any indication that the grant is recurring in the donor portal.

    We would love for donors to see a similar record when we create a recurring grant to when they submit a recurring request, indicating that we have entered the grant as recurring, with the amount, frequency, and start date, as well as max recurrences.

    49 votes

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    2 comments  ·  Fund Advisors  ·  Admin →

  2. Donor Portal: Do not require phone number on grant request

    It would be helpful if the "phone" field in the grant request section of the donor portal was not required, similar to "email." Donor advisors are unable to enter a grant for a new organization if they don't have a phone number of if the donor advisor doesn't know the phone number.

    11 votes

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    3 comments  ·  Fund Advisors  ·  Admin →

  3. 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 votes

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    1 comment  ·  Fund Advisors  ·  Admin →
    Implemented  ·  Holly Spitz responded

    Anonymous status is populating a grant request from the Fund Advisor Portal.  If you see an instance where this is not working, please notify support.

  4. 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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    Implemented  ·  2 comments  ·  Fund Advisors  ·  Admin →
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