Does anyone put the annual rate of return on your fund statements?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
Hi all, On the Fund Advisor Portal, we are contemplating changing the label "Available Cash" when the show available cash option is enabled on a fund record. Does anyone have thoughts on this area? Would "Available to Grant" be a better option? Unlike the tabs in the portal, this is a hard coded field and would need to be…
