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6 votes
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13 votes
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15 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
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This is a great idea and would be very helpful for our Gifts team!
Reid
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16 votesReid
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2 votes
There is the following fund setting that populates a drop down box when a Fund Advisor requests a grant. This is would require the household to be an advisor - you do not need to give them fund access:
- Allow Additional Advisors - Allows fund advisors to make grant requests on behalf of other advisors.
- This does not need to be selected to have more than one fund advisor setup on a fund.
Reid
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91 votesReid
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59 votesReid
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In the new Portal there is an option on the Fund Advisor settings section to Hide Descriptions. Unfortunately, it hides both the Grant and Donation Description.
With the new portal, our Foundation intends to use the Comments section to capture public-facing notes on gifts into the fund.
Advisors need to see the purpose of their grants.
Can this be two separate functions?
Hide Donation Description, and Hide Grant Description.