SWP functionality
We are launching an annual campaign fund for community impact and wondered if SWP has the capability to do the following:
-Similar to the Grant request/recommendation feature where you could submit a recurring grant to an outside agency, is there a way for us to include a recurring option for interfund transfers to another charitable fund housed at our Foundation?
-Is there a way for DAF advisors to indicate that they'd like X% of their spendable balance/fund balance to be transfered to an internal fund as described above?
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