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The donor portal and grant recommendations - Product News

Invite a fund's donors to their own portal, where they follow the fund and recommend grants from it, and accept or decline each recommendation from the fund.

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ForAdministrators

What's new

  • Donors and the donor portal. A fund's new Donors tab invites a donor by name and email, shows them as Pending until they accept, and removes them with Remove Donor. Record Contribution adds what a donor gives to the fund's Distribution Amount and its ledger. An invited donor signs in to a Donor mode that shows only their fund's balances, ledger, paid distributions and published reports, with nothing to change. What a donor sees in the donor portal explains it.
  • Grant recommendations. A donor selects Recommend a Grant to name a registered organisation or another organisation by name and charity number, an amount up to the fund's available balance, and a purpose. The fund's new Recommendations tab lists them: Accept creates a Pending Approval payment carrying the fund in a Draft batch, and Decline asks for a reason the donor then sees. See A fund's record and its child funds.