Notify fund advisor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
10
votes
Rhonda Page
shared this idea
This will be releasing with the release of the new portals in Aug 2024.
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Tracy Edgerton commented
This is important for donor continuity and relationships. We have many donors with recurring grants. Thanks.