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: