Add Fund Steward as a field for Fund Statement Templates
We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.
Christine Stammer
shared this idea
9/4/2024:Templates: Updated Fund Statement templates to include: Fund Steward {steward_name}, Track Spendable {track_spendable}, Do Not Enforce Spendable {no_spendable_enforcement}, Salutation{salutation}, Account_Balance for assets and liabilities, Account Balance YTD, Work Org {work_organization}, Site EIN.
