Customize Giving Hub and Portal Content

• Online Donation Header content displays within Donate to a Fund tab in the Giving Hub.
• Default content: Donate to any of these funds online. If you have any questions contact us at [xxx-xxx-xxxx] or by email [xxxx@xxxx.com].

• Online Donation Payment Footer content displays in the checkout stage when a donation is made from the Giving Hub.
• Default content: None.
• Example language: This contribution does not represent the payment of any pledge or other financial obligation. No goods or services were provided in return for your contribution. All contributions represent an irrevocable contribution to the foundation and are not refundable. Please consult with your tax professional regarding the value of your gift and your tax deduction. 

• Online Donation Thankyou content displays online after any donation or paid ticket purchase is completed.
• Default content: Thank you for your donation! Together we can make a difference. Return to the grant catalog or to make another donation. 

• Online Donation Thankyou Head Code content allows users to redirect from the default Thank You page after an online donation to a different landing page using HTML.
  • Sample Code: <meta http-equiv="refresh" content="3; URL=https://www.SAMPLETEXT.com" />
    • http-equiv=“refresh” tells the browser to redirect the page.
    • content=“3; tells the browser how many seconds to wait before refreshing the page. In this example, it is three seconds. To make it an instant redirect, set it to 0.
    • URL=https://www.SAMPLETEXT.com" tells the browser which URL to redirect users to.
• Default Content: None.

• Grant Card Purchase Header content displays on the Giving Cards tab of the Giving Hub.
• Default content: None.

• Grant Catalog Closed content displays when the grant catalog is not open yet or is over.
  • Content will display within the Fund Management tab of the Portal and the Giving Hub if a grant catalog is closed.
• Default content: Sorry, the grant catalog is currently closed. Come back next year.

• Grant Catalog Header content displays as header text in the grant catalog of the Giving Hub. 
• Default content: The following organizations have submitted proposals for the annual Community Grants process. The [foundationname] receives more requests than we can fund on our own. We welcome donations of any size to help fulfill these requests and sustain the great programs that serve our community. For more information, either click through to the organizations website or contact [foundationname].

• Grant Catalog Request Create Header content displays as header text on the top of the request page once the grantee has selected their name.
• Default content: Welcome to [foundationname] 2014 Grant Application. Complete and submit the following information by December 25, 2014. All fields are required (except the video link) and will be displayed in our online catalog for donors to help fund. The short description must be 65 characters or less. Photos must be .jpg or .png format and a min of 300 pixels; it will be cropped square when you submit, or rejected if not .jpg or .png or too small. Review your online application fields carefully and make a copy before your final submit. Contact us if you need to make changes after your final submission. Additional PDF Documents need to be uploaded and should include (as a PDF): -2014 Grant Application Form (for all requests) -Organization's mission statement (for requests over $2,500) -List of organization's current board members (for requests over $2,500) -Organization's annual budget and current financial statement including balance sheet and profit & loss statement (for requests over $2,500) -If this project is a collaborative effort, the application must include supporting letters from all participating nonprofits and agencies (for requests over $2,500).

• Grant Catalog Request Header content displays as header text on the top of an online grant request list of grantees.
• Default content: Welcome to our online grant application! To begin, click on your organization's name in the list below. If your organization is not listed, call or email and we will help get your organization added to the list.

• Grant Catalog Request Submitted content displays after a grantee has submitted their grant request.
• Default content: Thank you for your submission to the [foundationname] online grant application.

• Online Ticket Add Guest content displays at the top of the Your Tickets page of the Giving Hub.
• Default content: None.
• Example language: Your registration is not complete! Please click Add Guest Information below to provide your name and the names of any individuals attending, along with their event preferences. 

• Online Ticket Header content displays at the top of the Event Tickets page within the Giving Hub.
• Default content: Welcome to our online ticket sales page! Check back for our next planned event!

• Online Ticket Thankyou content displays in the Your Tickets tab after a free ticket has been purchased.
  • If a paid ticket or a free ticket with additional donation is purchased, the online_donation_thankyou content displays instead.
• Default content: Thank you for your gift! 
• Example language: Thank you for your ticket purchase!

• Resend Guest Link content displays when the guest link is resent.
• Default content: None.
• Example Language: Thank you for registering for our upcoming event! Please use the link below to add/review your information so we can ensure you are on our guest list and that any additional requests are received.  Add guests and submit requests: {{add_guest_link}}. We look forward to seeing you soon.  
   

Merge Fields

{{add_guest_link}}

• Nonprofit Directory Header content displays in the Giving Hub at the top of the Nonprofit Directory page.
• Default content: Default text for nonprofit directory.  

• Profiletype Directory Header content displays in the Giving Hub at the top of the Profile Type Directory page.
• Default content: None.

• Public Fund Request Content displays in the Giving Hub at the top of the Public Fund Request form.
• Default content: None.

• Public Pledge Form Content displays in the Giving Hub at the top of the online pledge form.
• Default content: None.

• Public Pledge Form Submitted is the content that displays in the Giving Hub after the online pledge form is submitted.
• Default content: None.

• Portal Login Content displays when initially logging in to the Portal.
• Default content: None.
• Example language: Welcome to the [foundationname] Portal. Fund Advisors have access to: view your fund balance, make grant recommendations, set up recurring grant distributions, view your fund’s contribution and granting history, make additional tax-deductible contributions, and view your monthly fund statement. For more information or assistance with the Portal, please contact [contactname] at [contactinformation].

• Portal No Profile content displays when someone logs in to the Portal with an email that is not recorded in the system.
• Default content: Sorry, no profile found.
• Example language: Sorry, but we cannot locate an existing profile for you in our system. 
  If you believe you have received this message in error, please contact the [foundationname] at [contactinformation]. 

• Portal Profile Header content displays in the header of the Profile page on the Portal.
• Default content: None.

• Advisor Profile Edit Header content displays on the Fund Management tab of the Portal in the fund advisor profile.
• Default content: None.

• Portal Fund Request Content displays in the header of the fund request page on the Portal.
• Default content: None.

• Portal Donor Header content displays in the header of the Donor page on the Portal.
• Default content: None.

• Portal Pledge Form Content displays in the header of the online pledge form on the Donor page on the Portal.
• Default content: None.

• Portal Pledge Form Submitted is the content that displays after the online pledge form is submitted on the Donor page of the Portal.
• Default Content: None.

• Portal Grantee Header content displays in the header of the Grantee page on the Portal.
• Default content: None.

• Portal Student Header content displays in the header of the Student page on the Portal.
• Default content: None.

• Portal Vendor Header content displays in the header of the Vendor page on the Portal.
• Default content: None.

• Portal Customer Header content displays in the header of the Customer page on the Portal.
• Default content: None.

• Portal Nonprofit Header content displays in the header of the Nonprofit page on the Portal.
• Default content: None.

• Portal Fundadvisor Header content displays in the header of the Fund Management tab of the Portal.
• Default content: None.
• Example language: Welcome to the [foundationname] Portal. If you are a fund advisor to multiple funds, select the desired fund below. 

• Fund Advisor Contribution Tab Header content displays on the Portal in the header of the Donations left navigation if Contribution is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Files Tab Header content displays on the Portal in the header of the Resources & Documents left navigation > Files secondary navigation if Files is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Financial Tab Header content displays on the Portal in the header of the Resources & Documents left navigation > Financials secondary navigation if Financial is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Grantcatalog Tab Header content displays on the Portal in the header of the Grants left navigation > Grant Catalog secondary navigation if Grant Catalog is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Grantrequest Tab Header content displays on the Portal in the header when creating a new grant request if Grant Request is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Voucherrequest Tab Header content displays on the Portal in the header when creating a new voucher request if Voucher Request is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Grant Tab Header content displays on the Portal in the header of the Grants left navigation > Grant Summary secondary navigation if Grants is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Internal Loan Tab Header content displays on the Portal in the header of the Resources & Documents left navigation > Term Investment secondary navigation if Term Investment is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Investment Tab Header content displays on the Portal in the header of the Resources & Documents left navigation > Investment Report secondary navigation if Investment is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Invoice Tab Header content displays on the Portal in the header of the Invoices left navigation if Invoice is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Pledge Tab Header content displays on the Portal in the header of the Pledges left navigation if Pledge is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Split Interest Tab Header content displays on the Portal in the header of Resources & Documents left navigation > Split Interest secondary navigation if Split Interest is enabled for a fund advisor.
• Default content: None.

• Fund Advisor Statement Tab Header content displays on the Portal in the header of Resources & Documents left navigation > Statements secondary navigation if Statements is enabled for a fund advisor.
• Default content: None.
• Example language: If you need a historical fund statement, contact [contactname] at [contactinformation].

• Fund Advisor Voucher Tab Header content displays on the Portal in the header of the Vouchers left navigation if Voucher is enabled for a fund advisor.
• Default content: None.

• Grant Request Header content displays on the Portal in the header when creating a new grant request.
• Default content: None.

• Grant Request Submit Footer content displays on the Portal in the footer during the review stage when submitting a grant request.
• Default content: None.
• Example language: By clicking submit, you acknowledge that the above suggestion(s) do not represent the payment of a financial obligation (other than a charitable pledge) and that you do not expect any personal benefit from this charitable distribution.

• Voucher Request Header content displays on the Portal in the header when creating a new voucher request.
• Default content: None.
• Example language: View and create voucher requests from your fund. Requests will be reviewed and approved by the foundation and used in accordance with the fund’s purpose and spending policy. 

• Voucher Request Submit Footer content displays on the Portal in the footer during the review stage when submitting a voucher request.
• Default content: None.
• Example language: By submitting this request, you acknowledge that all voucher requests must comply with the fund’s purpose and spending policy and are subject to foundation approval.  

• Advisor Request Confirm Email Body content is used in the email body sent when fund advisors submit a grant request.
• Default content: None.
• Example language: This is an automated notification to confirm that your grant request(s) were received. 
  {{#foreach request}} 
  Grantee: {{grantee_name}}ﾠ
  Amount: ${{amount}}ﾠ
  Description: {{description}} 
  {{/foreach request}} 
  
  Should any issues arise during our due diligence or processing your requests, we will contact you. 
   

 Merge Fields

{{advisor_email}}
{{#foreach request}}
    {{address}} 
    {{address2}} 
    {{amount}} 
    {{anonymous}} 
    {{approval_owner_id}} 
    {{approval_owner_name}}
    {{approval_profile_id}} 
    {{behalf_memory}} 
    {{city}} 
    {{contact}} 
    {{created_ts}} 
    {{description}}
    {{email}}
    {{external_ein}}
    {{external_org_id}} 
    {{fedid}} 
    {{funit_id}} 
    {{funit_name}} 
    {{funit_public_name}} 
    {{grant_cycle_id}} 
    {{grant_cycle_name}} 
    {{grant_id}} 
    {{grant_request_id}}
    {{grantee_contact_email}} 
    {{grantee_contact_first_name}} 
    {{grantee_contact_last_name}}
    {{grantee_contact_middle_name}} 
    {{grantee_contact_profile_id}} 
    {{grantee_contact_suffix}} 
    {{grantee_contact_work_org}} 
    {{grantee_contact_work_title}} 
    {{grantee_name}} 
    {{guidestar_ein}} 
    {{guidestar_org_id}} 
    {{notify_address}} 
    {{notify_address2}} 
    {{notify_city}} 
    {{notify_name}} 
    {{notify_state}} 
    {{notify_zipcode}} 
    {{owner_id}} 
    {{owner_name}} 
    {{owner_profile_id}} 
    {{phone}} 
    {{primary_advisor_approval}} 
    {{rg_id}} 
    {{state}} 
    {{template_id}} 
    {{template_name}} 
    {{to_funit_id}} 
    {{to_grant_id}} 
    {{vendor_id}} 
    {{vendor_name}} 
    {{void_ts}} 
    {{zipcode}} 
{{/foreach request}}

• Advisor Abandoned Cart Email Body content is used in the email body sent to fund advisors who have abandoned their carts.
• Default content: None.
• Example language: It appears that there are grants in the Grant Request Cart in your Fund Portal that are pending final review. These grants have not been processed. For our staff to process your requests, you will need to log in to your account and complete the submission of your grant requests. Contact [contactname] at [contactinformtion] with any questions.
   

Merge Fields

{{label}}
{{name}}
{{#foreach requests}}
     {{address}}
     {{address2}}
     {{amount}}
     {{attachment}}
     {{attachment_description}}
     {{city}}
     {{confirmed}}
     {{description}}
     {{email}}
     {{file_ids}}
     {{funit_id}}
     {{funit_name}}
     {{grant_interval}}
     {{grant_request_note}}
     {{grantee_contact_email}}
     {{grantee_contact_first_name}}
     {{grantee_contact_last_name}}
     {{grantee_contact_middle_name}}
     {{grantee_contact_suffix}}
     {{grantee_contact_work_org}}
     {{grantee_contact_work_title}}
     {{grantee_name}}
     {{guidestar_ein}}
     {{id}}
     {{max_recurring}}
     {{phone}}
     {{process}}
     {{profile_id}}
     {{start_date}}
     {{state}}
     {{vendor_name}}
     {{zipcode}}
{{/foreach requests}}
{{salutation}}