Fund Advisor attached to multiple funds
Hopefully someone has a solution for this.
We have many fund advisors that are attached to multiple funds (ex. donor advised and agency funds) and their contact information has to be different for each fund.
So how can we do a mail-out to just agency funds and have the agency address inserted if their home address is their primary?
When it is audit time, letters and statements need to go out for each fund to each fundholder. How can we do that if there is only only primary address?
Do we need to have multiple profiles for one person?