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

HollySpitzHollySpitz Posts: 71
Groundbreaker NonprofitCore Third Compass Anniversary 100 Likes
edited October 2021 in Finance & Operations

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

Holly Spitz

Accounting Product Manager

Foundant Technologies, Inc.

JanaMorenoGregProbstJulieKlippAngelaFarnquistKaraAdamsspencerbutlerSallyWeldonBethMaguireBrentWinkelmanLornaSandberg[Deleted User]KellyTanck


  • JulieKlippJulieKlipp Posts: 101
    Voter 100 Likes Second Compass Anniversary 5 Answers

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

  • TomWickershamTomWickersham Posts: 82
    Rule Breaker Scholarship Lifecycle Manager (SLM) 100 Likes 10 Comments

    Agreed. Available to Grant is much better!

  • JennyPraytorJennyPraytor Posts: 9
    Foundant Fan Foundant Strategic Advancement Certificate Second Compass Anniversary Summit 2022

    Much better! Thanks, Holly!

  • LornaSandbergLornaSandberg Posts: 76
    Groundbreaker Third Compass Anniversary 5 Answers 25 Likes

    Available to grant is great!

    Lorna Sandberg

    Director of Philanthropy and Donor Stewardship

    (306) 527-7630 (cell)

    (306) 751-4751 (work)

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  • MicheleJeicanMicheleJeican Posts: 13
    Voter 10 Comments Second Compass Anniversary Grant Lifecycle Manager (GLM)

    Available to grant seems to make the most sense!

    Michele Jeican

    Finance Coordinator

    Northern New York Community Foundation

    Watertown, NY 13601

    Michele R. Jeican, Finance Coordinator

    Northern New York Community Foundation

    131 Washington Street

    Watertown, NY 13601

  • JulieKlippJulieKlipp Posts: 101
    Voter 100 Likes Second Compass Anniversary 5 Answers
    edited December 2021

    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.

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