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3 results found

  1. New Portal: Add "Grant to Another Foundation Fund" as a button on the Grant Request Page

    In the legacy portal there is a clear way for an Advisor to search for another foundation fund to recommend a grant. In the new portal you have to click "Previous Grantee", even if the Advisor has never given to that fund before. There should be a button that says Grant to Another Foundation Fund so that Advisors know where to go to make interfund grants. This is especially important for emergency & disaster response funds and giving circles. Please make it clearer so our Fund Advisors know how to recommend grants to other funds at the foundation.

    70 votes

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    Under Consideration  ·  6 comments  ·  Portal  ·  Admin →
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  2. Event campaigns - adding fund advisor ability to view in portal

    Please consider adding the ability for us to check/uncheck a fund advisor who is associated with a fund of an event campaign, so that fund advisor can see who has purchased tickets.

    12 votes

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    Under Consideration  ·  1 comment  ·  Portal  ·  Admin →
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  3. Portal / Dashboard: for campaigns

    Be able to email / text an invite to campaign from a profile and/or campaign and when registered, not create a new profile. Ideally, have a user portal experience like the fund advisors. This would create ability to see donations, campaigns, ticket purchases, etc.

    4 votes

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    Under Consideration  ·  0 comments  ·  Portal  ·  Admin →
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