Track how many grants and grant amount requested by each donor advisors to a fund
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.
The format of this fund is that each adult child can request up to three grants per year with a granting limit of $2,500 per calendar year. Is this something that can be tracked on the advisor level? Is there some reporting that can be set up?
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Debbie Kuffel
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