MaryEllenCenzalli ✭✭✭

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…

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.

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…