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  1. 5 votes

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    Kerry Tolton shared this idea  · 
  2. 60 votes

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    Kerry Tolton commented  · 

    I agree that not everyone using our Fund Advisor Portal is a Fund Advisor. In our communication we send when inviting someone to the Portal, we call it the Fund Donor/Fund Advisor Portal to help avoid that confusion, and list the reasons why the individual is receiving the communication (ex: Fund Advisor, original Fund Donor, beneficiary of fund, etc)