83 results found
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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 votes8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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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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