7 results found
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Viewing data on recurring grants in portal
• In the portal:
o Allow donors to see each date paid of their recurring grant
o Allow donors to extend or cancel their recurring grant1 vote -
Surviving Grant Recommendations
For donor-advised fund sponsors, it is very important to track grant recommendations that will be processed only in the event of the fund requestor's death. We refer to these as surviving grant recommendations. Please consider adding a module, very similar to the designated module, that would allow a donor to see current, enter new, and/or edit/modify existing, surviving grant recommendations. It would be necessary for the module to allow the entry of percentages and/or amounts for each surviving recommendation. It would also be helpful if the module allowed for surviving recommendations to be converted into active grants.
1 vote -
Grant Recipient Search Instructions
Bring back the ability to add instructions on the Grant Recipient Search screen. This page customization was made obsolete with Version 2.8.1.0 (Released: 3/24/2024). We used this content to remind donors grants can only be made to qualified donees and to refer to our Grants Policy.
1 vote -
Allow an organization to opt a user out of MFA
Please allow us to opt a single user out of MFA. We have some older fund holders who do not understand MFA and it greatly frustrates them. Their frustration impacts their desire to do business with us.
6 votes -
Change the term "regrant"
We are thrilled to have the new regrant feature!
Please update the term to something like "Repeat Past Grant(s)." In the nonprofit world, regrant has a specific meaning - it means when an organization receives money and then grants it back out (like flow-through dollars one org might receive from another).
3 votes -
Give donor ability to edit/cancel recurring gift
Our clients can currently establish a recurring gift into their Donor-Advised Fund. However, they have no access to manage that gift themselves. They must contact our organization to make any changes. Users are accustomed to things like online bills where they can manage their transactions and payment methods themselves. Please add a way for the donors to manage their own recurring gifts. This should include being able to change the amount, the frequency, and the payment method (such as updating to a new payment method if their credit card was lost/stolen & cancelled). This should also include the ability to…
7 votes -
Disable Ellipsis on Submitted Recommendations
We would like the option to disable or hide the item ellipsis on the Submitted Recommendations grid.
4 votes
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