BryanGeary
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BryanGeary ✭✭✭
Reactions
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Re: Merged fields in TY letters
It depends on which field you are using for purpose but it should be available. I usually see purpose either in fund summary (use {{fund_summary}} for that one) or as a custom field which would be so… (View Post)2 -
Remembering Debi Clark
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away afte… (View Post)4 -
Re: Divisions or affiliate?
Since you want the separate 990, a division will be best as that allows you to use the 990 reports. Basically, you want everything related to the farm to be in a separate fund (or funds) and assigned… (View Post)2 -
Re: Adjust admin fees; set admin fee max
There is not a setting for a max admin fee. But you can make it easier to find which ones are over the max using the Admin Fees custom report. Add the following fields : Funit ID, Fund Name and Amoun… (View Post)2