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  1. Need a "do not solicit" option with start & end dates, on profiles, separate from "do not mail". Impt. for stewardship.

    This option is critically important. Examples, for planned giving donors who have aged out of cash gifts but with whom we are still in contact; for donors who have suffered a bereavement.

    5 votes

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    0 comments  ·  Steward  ·  Admin →
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  2. steward

    We would like to be able to pull the Fund Steward's (staff) name into fund donors grant reporting as a column so that we can provide the stewards weekly reports on how their funds are sending out grants. Since we do not have fund stewards as grant approvers, they do not see donor advised grants heading out the door so setting up a recurring report would keep them up to date.

    1 vote

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    0 comments  ·  Steward  ·  Admin →
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