Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds

HollySpitz

Hi all,

On the Fund Advisor Portal, we are contemplating changing the label "Available Cash" when the show available cash option is enabled on a fund record. Does anyone have thoughts on this area? Would "Available to Grant" be a better option?

Unlike the tabs in the portal, this is a hard coded field and would need to be the same for all sites.

Please let me know your thoughts!

Holly Spitz

MeghanWarrick

Hi Holly - Available to Grant makes more sense to us. Thanks for asking!

Meghan

AngelaFarnquist

Yes please to updating this language! Thanks, @HollySpitz. We do not feel comfortable using the term "cash" with our donors as it's inaccurate. Available to Grant is much better.

Thanks!

Angela Farnquist

JulieKlipp

Available to Grant or simply Available would be great. Thanks for asking!

TomWickersham

Agreed. Available to Grant is much better!

JennyPraytor

Much better! Thanks, Holly!

LornaSandberg

Available to grant is great!

MicheleJeican

Available to grant seems to make the most sense!

Michele Jeican

Finance Coordinator

Northern New York Community Foundation

Watertown, NY 13601

JulieKlipp

Hey @HollySpitz - just wanted to say thanks for asking for our input and for updating this language on the fund advisor portal! Happy New Year.