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

HollySpitzHollySpitz
Moderator Certified Public Accountant First Answer Photogenic
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edited October 18 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

Fund Accounting Client Success Manager

Foundant Technologies, Inc.

JanaMorenoGregProbstJulieKlippAngelaFarnquistKaraAdamsspencerbutlerSallyWeldonBethMaguireBrentWinkelmanLornaSandbergAbbyEnglish

Comments

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

    HollySpitzBrentWinkelmanAngelaFarnquistKaraAdams
  • Agreed. Available to Grant is much better!

    AngelaFarnquistKaraAdamsJulieKlipp
  • Much better! Thanks, Holly!

    AngelaFarnquistKaraAdamsTomWickershamJulieKlipp
  • Available to grant is great!

    Lorna Sandberg

    Donor Services Administrator

    (306) 527-7630 (cell)

    (306) 751-4751 (work)

     

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    JulieKlipp
  • 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

    TomWickersham
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