DonorCentral Grants for funds requiring approval from multiple advisors - 1

We've had this question pop up several times over the past several years for fund with advisory committes. We expect to see it more often as successor advisors on DA funds assume an advisory committee role for online grant making. For funds that require more than one person or perhaps a committee to approve grants, we currently deny online grant access. We allow the advisors to view the fund online, however they must submit the grant via phone, email etc. This allows us to contact other advisors on the fund for approval. We would love to be able to automate this process via DonorCentral. Ideally we would want to code funds that require additional approval perhaps by fund rep coding. For these funds we would love for an advisor to be able to submit the grant online - but DonorCentral would hold it in Pending Suggestions until an additional required advisor logged in and approved the grant, at that time the grant would be available to import into FIMS. Impact: This would save tremendous amount of time spent obtaining approval from multiple advisors. Without the concern that grants would be approved without the required authorization, we could allow more funds online grantmaking access.
  • Guest
  • Aug 11 2015
  • Reviewed: Voting Open
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  • Guest commented
    August 17, 2016 15:20

    This is on our roadmap for the new DonorCentral.

  • +20