SallyHermann
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Re: Fund Advisor Content for Portal - Grant Request Header and Footer
Great, thank you Elizabeth- very helpful! (View Post)3 -
Fund Advisor Content for Portal - Grant Request Header and Footer
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… (View Post)2 -
Re: Grant letter for Annual Grants for Donor Designated Funds
Great, thank you Erin! Sally Hermann (View Post)2 -
Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation (View Post)2 -
Procedure for updating fund record in the event of death of advisor(s) or other life-changing event
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? … (View Post)3