We often need to identify constituents who have a certain type of relationship with a certain type of endowment fund. Examples:

• Contacts for awarding scholarship endowment - event invitations

• Founders of endowments supporting annual fund - annual inclusion in giving society for annual fund supporters

• Founders of endowments supporting a particular campus - inclusion in that campus's legacy giving society

We cover the "certain type of relationship" part with fund relationship types, e.g. Endowment Founder, Endowment contact. We need additional filter options for the fund relationships to cover the "certain type of endowment" fund piece:

• Fund category

• Fund type

• Fund custom fields

Note - This relates to https://kb.blackbaud.com/knowledgebase/articles/Article/201166.