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Re: Incentivizing Fund Adviser Portal Use?
Triangle Community Foundation continues to increase the % of fund advisors that have successfully logged into the donor portal by uplifting additional functionality that is offered online. At first, …4 -
Re: Incentivizing Fund Adviser Portal Use?
We use this report and follow the "has password" field to determine if someone has logged in or not.3 -
Re: Fund liaison assignments for donor stewardship
@elizabethmesserli We have started this process. We took all of our lowest engaged fundholders (we call them transactional) and assigned them to 2 of our staff. They don't have a "person" p…2
