Recurring Donations Communications to Fund Advisors
Recurring Donations Communication to Fund Advisors -- It would be helpful to Fund Advisors if they could see which donations the see on the fund holder portal were recurring and at frequency they occur.
11
votes
John Johnson
shared this idea
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Julie Childers commented
Our first fiscal sponsorship has mainly small recurring donations, like a monthly subscription. It is very tedious to have to manually create a report on the intervals, since it isn't a field choice for reports.
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Alexandra McCreary-Ellis commented
This would be great for our giving circles. Right now we have to manually create reports for fund advisors who want to estimate how much they can expect in recurring donations.
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Michelle Schneider commented
This would be especially helpful to our Fiscal Sponsors.