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

HollySpitzHollySpitz Posts: 77 ✭✭✭
Beer Expert Summit 2024 First Compass Anniversary 5 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.

Comments

  • JulieKlippJulieKlipp Posts: 121 ✭✭✭
    First Compass Anniversary First Comment Summit 2024 5 Likes

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

  • TomWickershamTomWickersham Posts: 82 ✭✭✭
    5 LOLs First Comment Photogenic 5 Likes

    Agreed. Available to Grant is much better!

  • JennyPraytorJennyPraytor Posts: 9 ✭✭✭
    First Compass Anniversary Summit 2022 5 Likes First Answer

    Much better! Thanks, Holly!

  • LornaSandbergLornaSandberg Posts: 80 ✭✭✭
    First Comment 5 Up Votes First Compass Anniversary First Answer

    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.

  • MicheleJeicanMicheleJeican Posts: 18 ✭✭✭
    First Compass Anniversary Regional Training First Comment CSuite

    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: 121 ✭✭✭
    First Compass Anniversary First Comment Summit 2024 5 Likes
    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.

Sign In or Register to comment.