Fund balance/fund recommendation balance
Could the Foundation Cloud Grants have a spot for us to input what is actually available in the fund for the donor advisor to spend in their fund to recommend a grant in the portal? When they log into the portal, they can see the balance and often times get confused that they can recommend ALL of the fund balance, when we need to save some money to cover fees. It would just be something that would be front facing for the donor advisor to see and the site admin would have to input after the allocation is available for that fund advisor.
(Wasn't sure where to post this because it would effect both systems)
3
votes
Kelly Martinka
shared this idea