I have heard from donors that they are hesitant to use the portal and prefer the functionality of donor advised portals at the commercial institutions (vanguard, fidelity). One advisor told me he wouldn't recommend clients to us because the system was clunky and unattractive and it reflected poorly on our brand. I know some updates have been made to add in charts that show giving, but it is still clunky and unattractive. Please mirror the experience and functionality of the corporate charitable organizations.
Monika Collins
supported this idea
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I have heard from donors that they are hesitant to use the portal and prefer the functionality of donor advised portals at the commercial institutions (vanguard, fidelity). One advisor told me he wouldn't recommend clients to us because the system was clunky and unattractive and it reflected poorly on our brand. I know some updates have been made to add in charts that show giving, but it is still clunky and unattractive. Please mirror the experience and functionality of the corporate charitable organizations.