Support Multiple Fund Advisors in Grant Letters (One Letter Per Advisor)
Many foundations have funds with multiple advisors (e.g., primary advisor + successors). When a grant is processed, foundations often want to:
-Send the main grant letter to the grantee
-Send a separate notification letter to each fund advisor that outlines what was sent to the grantee
Currently, only the single Grant Advisor field on the grant can be used in merge fields. Since only one Grant Advisor can be selected at a time:
-Only one advisor can be merged into a letter
-Users must manually reassign the Grant Advisor and regenerate the letter for each additional advisor
There is no out-of-the-box way to automatically:
-Pull multiple fund advisors
-Generate one letter per advisor
-Or include all advisor addresses dynamically in a template
Requested Enhancement:
Enhance grant letter functionality to allow:
-Access to all associated fund advisors (not just Grant Advisor)
-Ability to generate one letter per advisor automatically
-Or merge multiple advisors into a single template in a structured way
Impact:
This would:
-Reduce repetitive manual steps
-Improve efficiency for foundations with multi-advisor funds
-Improve communication consistency
-Support more complex fund structures
Mark Bejcek
shared this idea