Grant Notifications for Internal Grants
Notifications to alert Fund Advisors that their internal grant/donation has been sent within the Foundation.
Wanda Willis
shared this idea
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janicemadan
commented
This would be very helpful. Many fund advisors are transferring from their DAF's to a giving campaign and not receiving notification that the internal transfer request is completed.
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Cathie Wier
commented
We are running into issues where DAF holders are giving to Field of Interest funds and those fund advisors are not being notified. Often these are rather large grants too.
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Christy
commented
This would be very important to us. We have some fund advisors that get upset that they do not receive an email notification that a donation was made into their fund because it was an internal grant. We have to either manually email or write up a letter to the advisor.
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Ali
commented
This is something that a couple of our fund representatives have brought to our attention. We can create some sort of alert to notify us when an internal transfer is made into an account to notify the reps from each of the funds of the transfer. However, it would be so much easier if they received a notification from the system.
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Kiley
commented
We have had multiple Agency Endowments as for this so they can steward those donors who are giving to them through their DAF's.
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Helen Wolfe
commented
This would be great for DAFs who give to internal funds like COVID Relief and Recovery or our Management Endowment!