86 results found
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Change in how the Fund Advisor record treats the login field, please go back.
Up until very recently (3/2024) we could create and update a fund advisor record to NOT have the login field populated when we were creating/editing fund advisor records that do not access the portal (email/paper). Now that we are forced to populate this field it has destroyed our process for creating/monitoring fund advisor records. Please only make that field required IF the record is ONLINE.
2 votesThis is a bug that will be fixed shortly. Moving this to archived.
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Fund Portal First Time Login - allow CS to make temporary PW
Can you please figure out how a Fund Representative can set up their own login and password (create their own account) so that we don't have to send the a login email link? Even if we could just provide them a temporary pw, that would be sufficient. It is so hard to get folks to click on that "email login link" in a timely manner and then it expires and then they never login and then their fund eventually becomes inactive in many cases....
11 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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Unsubmitted Grant Requests- Change button wording and add back button
Please change the "Review and Submit Grant Requests" to just "Submit Grant Requests". There is no review feature in the next screen, there is nothing to do but to submit them from there. Also, please add a BACK button at the final submit screen. If someone does see an error prior to submitting, they have no identifiable way to edit the grant recommendation. They have to know to click the back arrow of the browser. Not good UX experience. Or, save the review and have the second screen contain the edit, delete and submit buttons all on the same screen.
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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pop up notification for fund advisors
When we have information to share, we would like the option to add a pop up message to the fund advisor portal for each fund group (designated, donor advised...) when an advisor logs in. One example would be to donor advised fund holders letting them know when a grant catalog is open.
Thanks for all of your good work at Foundant, we appreciate you.
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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Fund Advisor login - add option so fund advisors complete a question
Add an option so when a fund advisor logs into the donor portal, that our organization can have a question pop up for them to answer (and of course they don't have to respond) but we would use responses to gather data to more targeted communications. Questions like: Tell us your favorite areas you like to support (Multi-select list of NTEE codes) - OR - Please tell us how you wish to receive your Yearly Tax Receipts (drop down Email or Mail) - OR - Tell us how you'd like us to communicate with you (drop down or multi-select -…
10 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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Grant Request Form Customizability
Having the ability to edit the Grant Request Form in the Donor Portal would be neat.
Being able to add explanatory text for some sections has been requested by some of my co-workers.
11 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 Portal - multiple advisors
Many of our Donor Advised Funds have multiple fund advisors. When a disbursement is recommended, we require a majority of the advisors to approve the disbursement.
Currently in CSuites, there is only a primary advisor approval (one advisor is the primary).
It would be great if multiple advisors can approve a disbursement through CSuites.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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grant catalog - option to save application & file notification
It would be really helpful if the grant catalog
1) allowed for applicants who are submitting funding requests to the grant catalog the ability to save their application
2) had some sort of notification/confirmation that the documents submitted were actually uploaded. Currently the files aren't even visible in the review before submission. Many organizations have uploaded the file several times because it's unclear.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 Advisor Portal Changes for Hardships
We have two SLM licenses – one for Scholarships and one for Hardships. Unfortunately, for our fund advisors accessing their hardships fund on the fund advisor portal, the experience is less than ideal. We need options for how this information is presented on the (1) Home Page and (2) Scholarships Tab.
Home Page
On the home page, the “Scholarship” History Charts have titles that do not apply to these funds. The graph has a title of “Scholarships” and the Pie Chart / List has a title of “Top 10 Students”. These terms need be more generic so that we can…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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Fund Advisor Portal - Grant Requests Approval
When a Grant Request submitted online through the Fund Advisor Portal, we require two signatures from the organization submitting the grant request. Similar to the grant approval process in C-Suite, currently the fund advisor portal does not have a dual authorization process which causes us to reach out via phone/email for a second approval.
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 Advisor Table - filter options
This idea was archived a few years back but wanted to renew the suggestion. I would love for there to be a way to filter the Fund Advisor page by type of fund! It would make it so much easier when working in that section!
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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donation attachments shared to fund portal
Please allow attachments to donations to be shared on the fund portal. currently clicking on the share button does nothing. We attach order and sponsorship forms with the donation and mark the attachment to "share", however the share button does nothing. This requires us to also attach the form at the fund level...a duplication of effort....in order for fund advisor to see the forms. Please allow donation attachments to be shared on the fund portal.
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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Creating a Fund Advisor
Currently you have to go to a person's profile to make them a fund advisor and add the fund. It would be great if you could also create the advisor from the actual fund profile.
Also when you create a fund advisor, you have to create their login, save it, then go back in to add the fund. The system should allow you to add the fund all in the same step when you create the advisor's login. Why are there additional steps?
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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Allow a fund to be hidden from the fund advisor portal but listed in the Fund Advisor record
Allow funds related to a donor to exist in the donor's fund advisor record, even those they are not 'advising' so all funds can be visible in one place. Allow the option to have a fund 'hidden' on the fund advisor portal.
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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Customize Columns in Fund Advisor Portal
In the Fund Advisor Portal, it would be nice to be able to customize the columns of information show for grant or contribution history. For example, on the grant history, we would like to show a column that lists the fund advisor who recommended each grant. That information is on the grant if you drill down, but you can't see it from the table view.
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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Add more details to the "Fund Advisor Profile Updated" email notification
When fund advisors update their account info, our staff receive an email notification with a link to the fund advisor record. We need to click on the link, go to the profile, and then view the logs to try and tell what was changed. It would be more helpful if the email notification just included the details on what was changed.
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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Tab permissions on fund advisors ALL or NONE
It would be awesome to be able to select [ALL] or [NONE] when adding the funds to a fund advisor portal. This is available in the Affiliate setup (see image "Capture1"). I currently have to check each very small box to turn tabs on and off for each fund (See image "Capture2". Many of our 300+ affiliates have 10-20 funds and fund advisors come and go every day.
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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Different Categories of Fund Advisors
Not all fund advisors are "fund advisors". They could have access because they are part of a committee, or on staff as the finance or development team. would be nice to more clearly identify these folks from true fund advisors, the one we take directions from on fund.
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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Sort and segment funds on the fund advisor portal
We have fund advisor portal users who have many, many funds viewable on the fund advisor portal. Currently, these funds auto-sort alphabetically by name, with no way to otherwise sort or segment them. Adding the ability to manually sort and/or segment an advisor's funds would be extremely useful; for example, it would be nice to segment funds by fund group or by profile fund link to illustrate to beneficiary organizations the difference between funds they founded and funds they benefit from. Another possible fix would be to add a label to each fund in the portal on the Choose Fund…
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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Online Grant Request
It would be great to have a field on the grant request section of the advisor portal that is fully customizable and that you have to check if you want that particular advisor to see it on their page.
For example, we have a number of funds that receive a company match for grants they request. If I could add a note on their portal about the match that would be great. But I would want the option to check a box to have that displayed on certain advisors so it's not listed on all.
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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