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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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Multiple Advisors on one grant

We have many donor advised funds with multiple advisors. There are often times when they want two or more advisors listed on the same grant. Is there a way to add this option? Otherwise we need to contact the grantee and let them know all of the advisors involved in a grant.

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Michael Elfenbaum shared this idea  ·   ·  Report…  ·  Admin →
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  • Tori Hart commented  ·   ·  Report

    This would be really helpful for administering our funds, especially our designated funds, where we often have multiple advisors (from different households) who are responsible for the gift. The grant advisor field pulls into the letters we send to charities alongside their check, and it would be great to include all the advisors who should receive thank you notes from the charity.

  • Dana Fiel commented  ·   ·  Report

    This would be incredibly helpful for our organization to be able to list multiple grant advisors and have them all pull into our grant letter template.