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2 results found

  1. Simplify/Merge the Grant Request screens

    It would be so helpful to have the Grant Request primary screen be combined with the Grant Request > Choose Type screen. There are SO many screens for our donors to click through on the new Grant Request options. We liked in the legacy portal that you had the options on the same primary page. Also, would be helpful to have the option to edit the Type buttons text.

    103 votes

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    Planned  ·  12 comments  ·  Portal  ·  Admin →
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  2. Grant Catalog Donate vs. Grant Request Options

    In the new portal, when a grant catalog is visible to fund advisors there are two options after you choose to donate to the grant catalog - 1. complete a donation through the Giving Hub, 2. choose Grant Request to request a grant through the fund advisor's DAF. We currently only market our Grant Catalogs to our DAF holders to encourage them to use their DAF spendables to support local non-profits. It is confusing to have both options available. Could the "Donate" option be turned on or off at our discretion instead of always included?

    22 votes

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    Planned  ·  2 comments  ·  Portal  ·  Admin →
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