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LaurenWolpin

LaurenWolpin

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LaurenWolpin
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Foundant Team Member
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KaraAdams
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Job Title:
Client Success Manager - Strategic Advancement
Organization Name:
Foundant Technologies
City, State or Province, Country:
Middlebury, VT

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Comments

  • What a great topic. I encourage you to check out our Coffee Talk series from the last year - we had a lot of clients share what's gone well and what they'll be permanently changing since the Pandemic. These recordings are available at https://resources.foundant.com/foundant-coffee-talks
  • Understood - if you are working with a Tribute that only goes to one fund, perhaps you could build the Fund Name right into the Tribute Name? This is also a great thing to put into our Client Idea Lab!
  • Hi @JackieLaw - first a little template tip: your Fund Name merge field should be within the "for each donation" codes in order to populate. Since this letter is looking at the Tribute first, it can be used to list out multiple donations to different funds all in honor or in memory of the same person, so you need to keep…