Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
