Notify fund advisor when a recurring grant is about to expire
Create an alert or an email notice to donors when they have a recurring grant that is about to end, so they can set up a new recurrence if they choose. Right now, recurrences just end without notification and unless we run reports to follow-up with donors, they may not recall that they set an end date.
10
votes
Rhonda Page
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Tracy Edgerton
commented
This is important for donor continuity and relationships. We have many donors with recurring grants. Thanks.