Fund recognition name
It would be useful to have a field at the fund level where the recognition name (if different from the fund or advisor name) could be set up. This field would need to be able to be merged into grant transmittal letters and report-able in custom reports. This would allow more flexibility in recognizing fundholders who submit grants through the portal, as well as for the Foundation's fund listings.
For example, if Jane Smith submits a grant online from the Smith Family Fund, the grant letter can be set up to list Jane and John Smith as the donors if that's how they want to be recognized.
Erica Faltesek
shared this idea
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Wendy Witte
commented
It would be great to have this at the Profile/Fund Advisor level as well, since we have a number of funds with sibling families as fund advisors and each family wants to be recognized separately.