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  1. Envelope Printing Incorrectly for DAF Donations

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anonymous commented  · 

    I agree, it is a big time sink for our administrator when she goes into Donations / ThankYous / Print and goes to print envelopes and the envelopes for advised donations are addressed to Fidelity, Schwab, and other custodians, rather than the advisors for those donations. She has to create custom envelopes in Word for these donations.

    Anonymous supported this idea  ·