Indicate required signatures for a recommending a grant?
We would like to be able to see from the Fund record who the required signatories are to make a grant recommendation. How are other community foundations doing this? Many agency, committee, corporate, and designated funds have more than one fund advisor listed who can recommend a grant and don't require additional signatures. Some funds are set up so ALL fund advisors are required to make a grant. Right now, we have to open the fund agreement for each fund to determine what is required. We are considering a custom field, but wanted to know how other people do this. Thank you!
Susan Price
shared this idea
I would use a custom field if you are needing to do reports with this information. You could also add an alert to grants for that fund with the information. Like this fund requires 2 signatures before processing grants..that would be a good way to see the information quickly.