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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: DAF letters to advisors regarding pledges
Interesting. We do not allow pledge language in any of our grants so this might not be helpful. The language in our DAF grant letter to grantees is as follows: "By accepting this grant check, yo…1 -
Re: Contact List Management
We eradicated our internal spreadsheets over the course of lots of effort and 1-2 years. It felt like the biggest barrier for us was internal adoption of CSuite so we created numerous activities to e…1
