Track Fund Milestone Anniversaries
We want to have a stewardship program based on Fund Milestone Anniversaries - 1rst, 5th, 10th, 15th etc.. Currently the only way to manage is to use an excel spreadsheet to track the upcoming dates. If there was a function that permit this within CSuite, that could be reported on, that'd be great! Ideally, we could report on any fund that has a milestone anniversary year in any given year.
Lorna Sandberg
shared this idea
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Madison Leighty
commented
We do this process manually as well by pulling a custom report of all funds with an Open Date within a certain month and manually sorting down to significant/milestone years. It would be great to be able to self-select a more specific date range (e.g. Open Date during October 2023, October 2019, October 2014, etc.).