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9 results found

  1. Would be really helpful if a recurring grant did NOT have to be cancelled to be changed.

    4 votes

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    0 comments  ·  Grants  ·  Admin →
  2. This is would be very helpful so that donors and the professional advisors they work with could all see the same information. When donors work closely with others, whether it is family members, or trusted professionals, they need the confidence to see that what they've requested has been implemented and everyone with access to the fund should be able to see the same information.

    3 votes

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  3. When our fundholders see grantee contact name, phone number and email on the grants page in donor central it causes confusion if it doesn't match with their records

    3 votes

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  4. Since we don't have any kind of admin reporting any longer to know what donors have created in the way of recurring recommendations, it would be very helpful for both the staff and the donor to be notified that a recurring grant has ended. Part of the convenience of the recurring grant is you create it and somewhat forget it. But you may also forget when it is set to be completed, too.

    3 votes

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  5. Show Advisors on a Fund when a Grant Check has been cashed or ACH has been received. Currently, they can only see that we sent the grant check or ACH.

    1 vote

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  6. Similar to when a grant is fully paid or in a pending state it would be helpful to offer advisor the ability to see and print a full list of unsubmitted grant recommendations

    2 votes

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  7. We often put grant opportunties in front of our fundholders that are cyclical (i.e. we'll post the same grant opportunity every spring). It would be nice to have the ability to keep grant opportunities inactive, so that they don't show up in the list, but so we could just edit them and make them active again when the time comes.

    2 votes

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  8. It is incredibly confusing for donors to see what looks like a new grant when a check has to be reissued for something they did previously. FIMS keeps the original grant date. Donor Central should keep the original date. If necessary, add a payment date that could change.

    2 votes

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  9. Situation: Grant approval email is generated once the grant has been approved AND paid. This may give the impression it took an excessively long time to approve the grant. Often a grant is approved well in advance of the time it is paid.

    Solution: Send the grant approval email at the time the grant is approved.

    2 votes

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