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46 votes
Joel Schwartz
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23 votesJoel Schwartz
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28 votesJoel Schwartz
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6 votesJoel Schwartz
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9 votesJoel Schwartz
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6 votesJoel Schwartz
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10 votesJoel Schwartz
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Joel Schwartz
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28 votesJoel Schwartz
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11 votesJoel Schwartz
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40 votesJoel Schwartz
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28 votesJoel Schwartz
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46 votesJoel Schwartz
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An error occurred while saving the comment Joel Schwartz
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21 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Joel Schwartz
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70 votesJoel Schwartz
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45 votesJoel Schwartz
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We realize there was an Idea Lab suggestion to have an Optional Grant Letter. It’s been marked as implemented, with the suggestion to separate check batches. That’s a bit unwieldy, so we’d like to propose a better idea.
We’d like the ability to have default settings for grant letter production, based on the fund. The idea would be that at the fund level, we could specify its grant letter default, either a grant letter or no grant letter. That new field added to funds should be included in bulk edit for funds, so that we can easily establish them. Once set, this grant letter setting would then carry over to any grants made from the fund. At the grant level, the choice could be overridden. That would help prevent all of the unnecessary grant letters produced today.