Stewardship Recipients

Stewardship Recipients

Need an easy way to find Stewardship Recipient information? Here’s what you can do!

From the Fund record

Click on the Stewardship tab to view the list of Stewardship Recipients:


Click on the drop down arrows to the left of the Stewardship Recipient’s name to view the LookupID, deceased status, and additional funds the recipient is included in:

 



From the Constituent record

Click on the Personal Info tab, then click on the Stewardship Recipients sub-tab to view Fund details: