Comments

• Hi Kelly, We migrated fund the short fund purpose into to the fund summary field, but we added a custom field for further explanation. All our templates are based on the fund and the payment type for the header. I have a generic fund template that pulls in the custom field as part of the acknowledgement letters. If you…

  in Merged fields in TY letters Comment by MaryEllenCenzalli March 11
• Hi all, this is a great thread! Is there a specific group just for database management or other resources for CSuite? I’m transitioning from Raisers Edge and love chatting about all things development and stewardship.

  in How has your foundation managed database functions / jobs internally? Comment by MaryEllenCenzalli July 2022
• Hi @LauraMalone, We started asking Board Members and Committee members to make thank-you calls to our donors. We send them a list of donors and a script. It is a great way to get them engaged. You can also encourage them to talk to the donors and learn more about why they gave. Hope this is helpful. Have a great day Mary…

  in How do you stay connected with your Board of Directors and committees? Comment by MaryEllenCenzalli June 2022