Grant Suggestions disappear from the Fund Summary page on DonorCentral
  • 03 May 2023
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Grant Suggestions disappear from the Fund Summary page on DonorCentral

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Article summary

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:
  1. Go to Site Configuration > Admin Portal
  2. Click on the Fund Summary Settings Link.
  3. Set ‘Keep Pending Suggestions Until Paid’ to Yes.
  4. Enter a date for ‘Pending Suggestion Date’ that is a few months in the past.
  5. Click 'Submit Setup Changes' and wait for a confirmation.
Now the Grant Suggestion will stay in Pending Suggestions until you approve and post it in FIMS.

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