Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds
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.
Comments
-
Hi Holly - Available to Grant makes more sense to us. Thanks for asking!
Meghan
6 -
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
8 -
Available to Grant or simply Available would be great. Thanks for asking!
4 -
Agreed. Available to Grant is much better!
3 -
Much better! Thanks, Holly!
4 -
Available to grant is great!
Lorna Sandberg
Director of Philanthropy and Donor Stewardship
(306) 527-7630 (cell)
(306) 751-4751 (work)
This e-mail may contain confidential and privileged material for the sole use of the intended recipient. Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender by reply e-mail and delete all copies of this message.
Please consider the environment before printing this e-mail.
2 -
Available to grant seems to make the most sense!
Michele Jeican
Finance Coordinator
Northern New York Community Foundation
Watertown, NY 13601
Michele R. Jeican, Director of Finance
Northern New York Community Foundation
131 Washington Street
Watertown, NY 13601
1 -
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.
1
