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• Hey Ryan, there's an Idea Lab post for this exact issue. We also have our fund advisors set to the individual profiles (which we think makes the most sense in the event of a death, divorce etc) but couples often give as a household. I don't have a work around but voting on the Idea Lab post might help:

  in Tax/Gift Receipts - Advisor Portal Comment by JulieKlipp August 2022
• When we went fully remote in 2020 we looked at AdobePro and Docusign as options for electronic signatures on Fund Agreements. Docusign seemed more user friendly and a better known platform. We chose Docusign and have used it for the last two years. We've used it for several other signature needs like annual conflict of…

  in Electronic Fund Agreements - Establishing New Funds Comment by JulieKlipp March 2022
• We report our board demographics on Guidestar and encourage other funders and grantees to do the same. That way grantees don't have to fill out a different board diversity grid for each different funder. Also, if we're not reporting our board demographics it doesn't seem fair to ask grantees to do so.

  in Creating Conversations About Board Diversity Comment by JulieKlipp February 2022
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