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Grant Suggestions disappear from the Fund Summary page on DonorCentral
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After a Donor Advisor submits a Grant Suggestion through DonorCentral, it shows under Pending Suggestions on the Fund Summary Page. But then it disappears when I import it into FIMS. This is confusing. We need it to stay on the Fund Summary Tab so our Donor does not think the grant is lost.
Answer:
There is actually a setting in Donor Central that controls this behavior. To update:
- Go to Site Configuration > Admin Portal
- Click on the Fund Summary Settings Link.
- Set ‘Keep Pending Suggestions Until Paid’ to Yes.
- Enter a date for ‘Pending Suggestion Date’ that is a few months in the past.
- Click 'Submit Setup Changes' and wait for a confirmation.
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