71 results found
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Spendable Optional by Fund on Fund Advisor Portal
We need the option to NOT show spendable balance on some funds. This could be as easy as a checkbox on the fund settings - Show Spendable or Not Show Spendable. Discussed this with Chris Sutton at Summit and he stated it would be doable. :)
This a large pain point for us on our Donor Advised Growth funds which do not have to follow spendable but yet we still calculate it. Therefore, they end up with a large negative spendable balance showing on the portal which causes confusion.
1 vote- 9/19/2024:Portal-Fund Advisor Settings: Added the Hide Spendable Balance as an option in the Summary table. If this is set, no funds will show spendable balances on the Portal. This option is also available per fund on the fund record under Fund Advisor Portal Options, Hide Spendable on Portal.
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Fix Must Be A Decimal Number Error
It would be helpful to allow multiple types of entries in the donor portal when a fundholder is requesting a grant. For example, if a fundholder types "$25,000" including a dollar sign and a comma, an error sign comes up ("must be a decimal number".) The fundholder needs to type in 25000 for the grant to go through. Allowing $25,000 would help reduce frustration.
4 votes -
Secure option to obtain ACH information
We'd like a secure way to obtain ACH information from grantees and vendors that feeds directly into CSuite. We obtain it now through an outside system and it's very manual and requires extra communication.
194 votes3/5/2025: Portal-Profile: Added the ability to collect Bank Account and Routing information. Added a left hand menu, Banking Information. This is a setting that can be enabled through Portal Options, Portal Settings, and then Edit Profile-Show/Edit Banking Information. This will allow users to enable the ability to collect bank and routing information from profiles. On Portal, there is a Set ACH button to allow setting of bank account and routing number, if fields are blank. If there is data in the account and routing, the profile will need to Clear ACH to enter new information. Portal-Profile: Added the ability to collect EIN/SSN on Portal. For organization profiles, the EIN will display with the address information. For allowing individual profiles access to SSN, users can use enable this through Portal Options, Portal Settings, and then Edit Profile-Allow Set/Clear SSN. With this enabled, a profile will see SSN field with Address information…
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Donor Portal Charts
Currently our donors have charts on their Donor Portal landing page. I can't find an option to enable these for the new Donor Portal. If it's not there, since our donors love these charts, donor satisfaction of this new Donor Portal will be impacted.
1 voteYes, show fund history on the Portal is an option. This is available on the Fund Advisor tab when enabled.
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two factor authentication
Text message two factor authentication needs to be an option outside of email. email is SLOW and not everyone gets it on their phones. Text is main way folks communicate
1 vote8/7/2024:Portal: Updated the login page to incorporate two-factor authentication (2FA) for enhanced security. When logging in, constituents will now have the option to choose between email or username with password. If two-factor authentication is enabled for their account, they will be directed to the Two-Factor Method page where they can select their preferred method to receive the authentication code: authenticator app, email, or text message. After selecting a method, the constituent will be prompted to enter the received PIN code to complete the login process.
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Recurring Donations - Allow Donors to Edit
I just spoke to a donor who expressed their frustration with not being able to adjust their recurring donation after it is set up - it would be a great option to our recurring donors if they could easily change the date payments are drafted, donation amount, as well as the card being used. Is this already possible and I have somehow missed it? Thanks!
26 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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Fund Advisor Portal distribution history should indicate whether the grant was anonymous or not
Include whether the grant was made anonymously or not in the distribution history that is seen by the fund advisor on the fund advisor portal. thanks!
7 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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Files on the Fund Advisor portal should be able to be sorted in descending order
My donors would like to see the files in order of the most current date first.
15 votesPortal- Added sorting, pagination, and a search component to tables throughout the portal. This will not be applied to summary pages for donations and grants.
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Portal: Ability to Sort the Fund Statements by Column Headings
The ability to sort fund statements on the portal was just implemented. It's better, but the static sort appears to be by the Publish Date. We sometimes publish an older statement after newer ones, so they still get out of sequence. Ideally we'd like the ability to sort statements by the displayed column headings. That would be much better.
7 votes9/19/2024:Portal-Fund Advisor: Updated the Statements and Files to have sorting capabilities. Updated contribution drill down to only display the primary address and phone number for the donor. Added the ability for Fund Advisors to donate to their private funds from the Giving Hub link in the portal.
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Donor portal - change voucher list to sort by date
Donor portal - list vouchers in date order rather than by individual/organization. Many of my fund advisors want to see vouchers by date order rather than by individual/organization. I know you can export this information to get it in date order; however, it would be better if the Vouchers tab looked similar to the Contributions tab - in date order.
8 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/Fund Advisor Portal Donate Tab
Currently the "Donate" tab in the Donor Portal shows the name of the individual's fund and any funds we are promoting. We like the option to promote several funds, however, the donor's fund gets lost in that page as it just appears alphabetically. We would love the option to float their fund to the very top so it's easier to find.
40 votes- 1/27/2025: Portal - Fund Advisor: A logged in fund advisor will now be able to donate to a private fund when selecting donate from the Portal. Private funds will display in alphabetical order before promoted funds.
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