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  • @ReneeThatcher, Non donation revenue should be entered as a profile payment in CSuite. You can then apply or create an invoice to the payment. Here is the help article for a more complete description. If you have a further questions, please reach out to the success team.
  • From an Accounting/Leadership lens, I have always subscribed to the newsletters and blogs from regional accounting firms. My two favorite resources are from Moss and Adams and BDO. They both have great NPO webinars, blogs and guides. Moss and Adams: https://www.mossadams.com/industries/not-for-profit BDO:…
  • As a Fund Accounting CSM (and prior Community Foundation CFO), I believe the best way to handle Agency Fund donations from the public is to create a sub fund. FASB 136 is the official accounting rule which basically states if the donor is the beneficiary then the balance of the fund is a liability for financial reporting…
  • My family loves Crock Pot Buffalo Chicken Sandwiches. The sauce is delicious and I do not toast the buns to help cut down on the prep time. Click here for the link! With the leftover chicken, I make Green Chicken Enchilada Casserole (which is equally as delicious) and super easy! Click here for the link!
  • Hi all! Like E. C., I too am part of the Foundant Team. I work remotely from Florida as a Fund Accountant Client Success Manager. I am looking forward to connecting with others from the East Coast. As soon as travel resumes, we will definitely keep you all informed of user groups in your areas. Looking forward to meeting…