Adding a Question to Grant Recommendation Tab in the Fund Advisor Portal
We often have times when a grantee will reach out to the CF asking for donor contact information (either mailing address, email, etc) so that the grantee can thank the advisor who recommended the grant. It has always been our policy that we do not share donor contact info. Is there a way to add a question to the Grant Recommendation Tab when an advisor is completing a grant request asking if we are allowed to share donor contact info with a grantee if ask? For example:
If requested by a grantee, do you give the CF permission to share donor advisor contact information.
___ Mailing Address
__Phone Number
_Email
__ I do not give permission to share my contact information
Michelle Eberly
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