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33 results found

  1. Need to be able to link to specific sections of Fund Portal

    We are looking for a way to link Fund Advisors through to specific parts of the Fund Portal, e.g. Grant Request page, from different communications (website, emails, etc).

    If the Fund Advisor is not already logged in when they click on the link, they are taken to the login page and then directed to the portal homepage instead of the original URL / intended page.

    Can this please be fixed so that Fund Advisors are taken to the intended page after login prompt?

    10 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  2. Upload documents to Invoice and Voucher tabs on fund portal

    Can you please allow us the capability to upload scanned or saved documents to be viewed in the Invoice and Voucher tabs on the fund holder portal? Right now the only place we can upload documents for the fund advisor to view is in the Files tab.

    6 votes

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    1 comment  ·  Fund Advisors  ·  Admin →

  3. Allow one custom tab on the donor and fund portals

    Allow 1 Custom tab to be enabled on the Fund Portal and Donor Portal for Text, HTML, and Links. Content to be determined by the company.

    7 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  4. File Organization in Donor Portal

    It would be nice to have the option to transfer/share the File Categories to the Fund/Donor Portal and be able to sort them as needed. ie. We share Thank you letters with some Advisors, by uploading and selecting the proper category in CSuite, it could sync over the Category and file to the files tab in the portal. This option would also make it easier to view for Fund Advisors.

    101 votes

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    12 comments  ·  Fund Advisors  ·  Admin →

  5. Parent Fund Balance on Home Screen

    It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.

    5 votes

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    2 comments  ·  Fund Advisors  ·  Admin →

  6. Select which Information to Show for Steward on Fund Advisor Portal

    We would like to take advantage of the new User Designation and merge our User Profiles into our "Staff" Profiles but there is a catch in how the Fund Steward information shows on the Fund Advisor Portal.

    Currently, our User Profiles are set as Organizations with very little information (name and email address). When an Employee is assigned as a Fund Steward, the name and email address are the ONLY pieces of information that display on our Fund Advisor Portal.

    We want to convert the organization to an individual and merge those into existing "Staff" Profiles, but there is an…

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  7. Donor to choose Grant Type on Fund Advisor Portal

    Allow/Require Donor to choose Grant Type on Fund Advisor Portal in every grant they make.

    Many donors give to orgs that have multiple aspects to their mission. Example - the YMCA provides youth development, housing, food access, climate etc. Currently, C Suite allows for only a default Grant Type (on Grantee record) to be applied to each Grant to that org - which doesn't drill down to the real purpose of the grant.

    While a donor can write in a Description, having a drop down box for the donor to choose their intent that matches the Grant Type in our…

    15 votes

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    1 comment  ·  Fund Advisors  ·  Admin →

  8. Ability to request a change to investment portfolio on Donor Portal

    Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  9. Fund Advisor portal only shows city/state

    Currently the Fund Advisor portal only shows city/state when fund advisors search our database for a new grantee. It would be helpful to have the street address pull over from CSuite to help the fund advisor select the correct organization.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  10. Please provide the option for a fundholder to see their grantee orgs' full mailing addresses after logging into the donor portal.

    4 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  11. Suggested edit to "Contributions" tab on Fund Advisor Portal

    In the Fund Advisor Portal, there should be a way to remove the column titled "Contributor" from the "Contributions" tab? We want to show our donors the dates and amounts of contributions to the fund, but we do not want to show donor names nor do we want the word "anonymous" to appear on each row. We would love to have the ability to hide or remove that column completely.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  12. Fund Advisor File Uploads

    It would be great if Fund Advisors can upload files they would like kept on record and for others to view. Currently, I have groups that would like to upload their Board minutes, impact reports, press releases, and other documents for present and future members to view in the portal. If fund advisors upload the information, it could also be automatically marked as "shared".

    3 votes

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    1 comment  ·  Fund Advisors  ·  Admin →

  13. Fund advisors/fund advisor portal

    In system settings, do not make "Hide Donor Address/Email/Phone" for ALL donors. Please make it so that we can hide the addresses of our fund advisors when they are making internal fund grants, but allow for showing the addresses of donors via Stripe, check, or stock gift to funds. We do not want our organization funds sending thank you notes to fund advisors at their homes or contacting them directly.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  14. Donor Portal Logout Page

    I know Foundant has been focused on enhancing the donor portal experience for users. Is there any timeline by which you think there could be potential to redirect the logout button on the portal to the page of the organization’s choice? I’m thinking about this new private label portal that we’ve designed for one of our agencies. They really want to have the logout button direct to their logo homepage, and not the our logo page. Any sense for when you think that update could be feasibly scheduled?

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  15. Notifications to Fund Advisor when Documents Are Uploaded in Donor Portal

    It would be helpful if a donor would get an email notification, or be able to see a notification pop up on their portal homepage when we have uploaded a document into the portal portal, or shared a file. Basically any updates since they last logged in.

    31 votes

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    1 comment  ·  Fund Advisors  ·  Admin →

  16. Advisor Portal - Option to view activity by year

    It would be great if there was a way for fund advisors to see their fund activity broken down by year in the portal. For example, they could click on "2023" and see all the donations, grants, etc. for that specific year in one place.

    30 votes

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    3 comments  ·  Fund Advisors  ·  Admin →

  17. Making donation descriptions an option for fund advisor portal

    We've been using the gift description field for insider notes and things we want to flow into a gift receipt template - such as specifics about stock gifts. But many of our funds are set up by clubs and organizations, so the people using the portal shouldn't see that information. Please make the gift description something that can be turned on and off depending on the fund advisor, like we can turn receipts and the grant catalog on and off.

    2 votes

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    0 comments  ·  Fund Advisors  ·  Admin →

  18. View Account Numbers on Portal

    Fiscal projects would like the ability to see the account number vouchers or invoices are associated with on the portal to verify they were posted to the correct account in real time. This would save us a lot of work if we need to make corrections if it can be caught before the books are closed and statements are generated.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  19. Advisor portal invoice notes

    It would be nice if our fund advisors could access the notes to their invoices rather than waiting for us to send a report. They need to match the invoice to their records and the profile paying doesn’t always agree and they need to see the information captured in the notes.

    1 vote

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    0 comments  ·  Fund Advisors  ·  Admin →

  20. Immediate Need! Fund Advisors should not be listed as the donor with interfund transfers.

    Please remove the newly added feature of the attached Fund Advisor listing as the donor that now accompanies the fund name with interfund transfer gifts. The global hide donor name and information is not suitable for our community needs. We manage many funds where access to donor information is not only based on the fund but at the donor level. Please consider improvements that would allow community foundations the option to offer global adjustment if needed like our partners in Canada and also implement customization at the donor level for other format needs. We have some fund advisors who do…

    7 votes

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    1 comment  ·  Fund Advisors  ·  Admin →
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