"Inactive/active" donor data in portal
It looks like our fundholders don't have a way of seeing "inactive/active" data about donors in their portal, which can cause problems when they download the list to send cultivation and stewarding letters.
It would be great if this could be added as a column to the donor reports they can pull in the portal.
As a result of lacking features like this, many of our fundholders have to use a separate donor CRM to support their cultivation and stewardship efforts, which is silly!
6
votes
Megan Cacciola
shared this idea
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Carmen Davis
commented
This is pretty important for fundholders. Our affiliate fundholders mail "ask" letters and invitations to donor events and get returned mail and calls from upset family members stating that the mail was addressed to a donor who is now deceased.