Allow Internal Grant Letters to Pull Receiving Fund Fund Advisor Info (Name/Address)
When generating an internal grant letter (e.g., a DAF granting into an Agency Fund or Field of Interest Fund), foundations may want to notify the receiving fund advisor that a grant has been made into their fund.
Currently, there are no available merge fields that allow users to pull:
-The primary fund advisor of the receiving fund
-The receiving fund advisor’s mailing address
-Other advisor contact details from the receiving fund
This limitation makes it difficult to automate internal notification letters for:
-Interfund grants
-DAF → Agency Fund grants
-DAF → Field of Interest grants
Current Limitation:
Internal grant letters only have access to fields tied directly to the grant record and its originating fund. There is no way to dynamically reference the receiving fund’s advisor information.
Requested Enhancement:
Add merge fields to internal grant letters that allow users to pull:
-Receiving Fund Primary Advisor Name
-Receiving Fund Primary Advisor Address (Street, City, State, Zip)
-Receiving Fund Advisor Email/Phone
Impact:
This enhancement would:
-Reduce manual data entry
-Eliminate reliance on custom fields as workarounds
-Improve automation for internal grant communications
-Support foundations that frequently process interfund grants
Mark Bejcek
shared this idea