6 results found
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Ability to edit Recurring Grants without cancelling
Would be really helpful if a recurring grant did NOT have to be cancelled to be changed.
5 votes -
DonorCentral notification to user and staff of expired recurring grants
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.
4 votes -
Make Recurring grants visible to ALL fund advisors
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 -
Remove contact information from grants page in DonorCentral in the Grant Details
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 -
Provide the ability to list all unsubmitted grant recommendation and print them out
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 -
Give option for active/inactive on Grant Opportunities
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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