Identify in grant notification and in the portal which donor advisor requested a grant
We have a donor advised fund with 7 advisors. This is a fund set up by a family with young adult children to teach them about philanthropy. We are having a couple issues:
o We would like to be able to view who requested the grant in the reporting. Could the name of the requester be part of the grant payment notification that automatically goes out to the advisors?
o When logging in as an advisor and looking at the grant activity, there is nothing that shows who requested the grant. Can this be added?
11
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Debbie Kuffel
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