andriabaker ✭✭✭

Hi Sally, the procedure we use is that i will update the profile for the deceased donor (if the donor is the advisor) and make it an estate profile. if its a divorce and the donor requests the spouse to be removed (while inserting a note for the request), we remove. if the spouse also gave individually and has a separate…

Hi @CathieWier, we actually have issues that matter (ITM) that we have divided into interests and values. We have a 360 process that includes cards. This is a process that fund holders are matched to and express areas of interests that they want to support. It does include everything you listed above and more, there are 36…

thank u so much, its a great surprise!