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  1. 51 votes

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    Debbie Mueller supported this idea  · 
  2. 20 votes

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    Debbie Mueller supported this idea  · 
  3. 91 votes

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    Debbie Mueller commented  · 

    If you know how to work with merge fields in Word, you can customize your own merge document and send it to Support. They'll replace the default for your system with whatever you send them.

  4. 4 votes

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    Debbie Mueller supported this idea  · 
  5. 9 votes

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    Debbie Mueller supported this idea  · 
  6. 6 votes

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    Debbie Mueller commented  · 

    I think a good solution would be to have a multiselect list of roles, and the administrator simply checks all those roles that are allowed to see the comment. Don't include "Administrator" in the list - if no boxes are checked, then the comment would be viewable by the administrator only.

  7. 4 votes

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    Debbie Mueller commented  · 

    It appears that GLM doesn't actually fulfill IRS requirements for compliance, as it states in question 8 that "The third-party source must present BMF information *in a report*..." (emphasis mine): https://www.guidestar.org/rxg/help/faqs/guidestar-charity-check/overview.aspx

    Debbie Mueller shared this idea  · 
  8. 3 votes

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  9. 26 votes

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    Debbie Mueller supported this idea  · 
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    Debbie Mueller commented  · 

    I'm surprised there aren't more folks chiming in on this - I would think all foundations would need this functionality. We are required to be able to prove that any organizations we give money to are qualified to receive the funds on the day the check is written. We have only two grant cycles per year, and process our grants in a single batch for each cycle, so often are writing as many as 60 checks on a single day. Having to run Charity Checks individually for each organization that will be receiving a check is tedious and time consuming.

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