ResearchPoint Ideas

Add family foundation name as an alias for philanthropic gifts

Many of our highest prospects funnel their wealth through a foundation, which may or may not bear their names. When I confirm/reject philanthropic giving, sometimes it looks like the constituent does not give at all, because the recognition name would be under their foundation. Is it possible to add some kind of alias to the constituent so their foundation name would be captured in their philanthropic gifts?

  • Guest
  • Mar 21 2019
  • Attach files