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CommunitySuite Idea Lab: Scholarships/Students

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Download Fund Advisor emails by type of funds

Currently, we can get and list of emails for all Fund Advisors. I'd like to get Advisors by type of fund. For example, I'd like the emails for DAF owners only. We also have Designated funds, Scholarship funds, and funds of our Fiscally Sponsored programs. It would be great to be able to download an Fund Advisor email list at any time for each of these types of funds.

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  • Jessica Renfro commented  ·   ·  Report

    Yes! We were just running into this issue today. We want to get an email list for fund advisors of our endowed DAFs only. Currently, I don't see a way to do this in CSuite other than generating a list with all fund advisors and cross-referencing with a fund list of only endowed DAFs. There is not enough profile and fund filtering reporting overlap yet in CSuite. There could be more filtering by fund type within the Fund Advisors section or the Fund export could include contact information for fund advisors.