Comments

• 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…

  in Procedure for updating fund record in the event of death of advisor(s) or other life-changing event Comment by andriabaker June 2022
• 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…

  in Grant Type Interest Comment by andriabaker September 2021
• thank u so much, its a great surprise!

  in Congratulations to the July Top 10! Comment by andriabaker July 2021