The most recent content from our members.
Hi, hi! I am trying to create a workflow that will assign a stewardship action to a constituent in my portfolio when they give a donation. So far I have been able to create one for all constituents, but aren't able to segment them into my team's individual portfolios. Has anyone else tried this and be willing to share the…
On a constituent record there is a table you can use called "Target" which will populate in the Summary section of a record. I'm curious to know how people use this field as we've typically not made much use of it. Between "Opportunities" and the "Prospect Management" section, it seems like a target $ amount in the summary…
Hello everyone! As we push to automate certain processes with the new BBGM portal, my question is: does your organization utilize the Online Submissions Requirement to send out a Contract for signature? We currently pull all grantee contracts as a Word doc, convert them to PDF, send out individually via AdobeSign, and…
Our organization is planning to publish donor profiles this spring, and I'd like to chat/talk with anyone else who is using this function to see how it's been received by your donors, fund recipients, and if you've made them public - please let me know if you'd be willing to connect!
Has anyone else had problems printing cover letters for student thank you to send to donors? I added the address block at the top of the letter, but when I tri-folded the printed letter as normal, the address bar did not line up with a standard window envelope. This means I'll have to hand-fold all the letters. The cover…
Update: I’ve removed the resources I initially shared. My intention was to provide written guidance for those of us using the Stewardship Standalone product. However, after applying those materials during this award season, it’s become clear that both my notes and some of the changes we made at Leadership’s request have…
Is there a feature where we can see in a grid view if a donor contact has logged into the system and the date of when they last logged in? On an individual level there one can view a user doing such. It would be helpful to target outreach to those who are not checking their email to ensure they receive our system emails.…
Currently you have to open a bulletin to publish it. Why can't there be a button next to “donor view” to publish or unpublish?
I'm looking for some simple step-by-step login instructions for donors to follow the first time they log in to their portal. Has anyone written anything like that to disseminate en masse to their donors? Thanks!
Hi -does anyone have template to share for intro to donors to sign-up thru portal? We are new and ready to kick-off sharing fund reports. Thanks!
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