LaurelShulman ✭✭✭

@elizabethmesserli We have started this process. We took all of our lowest engaged fundholders (we call them transactional) and assigned them to 2 of our staff. They don't have a "person" per say but they have multiple resources (phone line, and an email at our foundation that is monitored by multiple staff) of how to…

Interesting. We do not allow pledge language in any of our grants so this might not be helpful. The language in our DAF grant letter to grantees is as follows: "By accepting this grant check, your organization certifies to the Foundation that:o No tangible benefits, goods, or services have been or will be received by the…

We eradicated our internal spreadsheets over the course of lots of effort and 1-2 years. It felt like the biggest barrier for us was internal adoption of CSuite so we created numerous activities to educate our staff and named the goal of no shadow systems in our internal workplans.

@MichelleCollins Can you share more about what you said here: "I advise my team members on entry guidelines - ex. Profile Types. I keep an eye on data integrity through a series of maintenance reports to ensure consistency in coding so that the data is reliable when specific report requests are made." I'm seeking examples…

With a staff of 20, we have a role specific to our database but they are not the data entry person. They focus more on the organization's holistic use of data, including reporting and analysis as well as data quality, governance, etc. Each person in their respective lane has roles to play with data entry. (For example, the…

Ahh got it, I misunderstood the question. Appreciate that clarification. I wonder if the Center for Disaster Philanthropy would have any recommendations for you. Best of luck!

Great question! We've been thinking about this for our corporate fund too. Years ago we managed a corporate fund and the company was bought out and it was nearly impossible to find someone at the new company to direct grants. We don't have a cleary policy for this situation yet however our fund activity policy states that…

@adamriding The majority of donations to our Impact Areas come through the donation/fund advisor portal when we do these campaigns.

Generally our fund types and the staff that steward those fund types are delineated by expertise and team. So our Scholarship, Designated, Agency, FOI, and unrestricted funds are the responsibility of our Community Engagement team. The DAFs, Corporate, and Committee funds are the responsibility of our Donor Engagement…

Hi @SidneySuttles, Triangle Community Foundation has used the donation portal and fund advisor portal to showcase our Impact Area Funds. We highlight one fund (not multiple funds, at least not so far), pair that with emails to all our donors and outreach from our Donor Engagement team. Generally, we've had success using…

Triangle Community Foundation continues to increase the % of fund advisors that have successfully logged into the donor portal by uplifting additional functionality that is offered online. At first, we did this by emphasizing its ease of use and accurate grants processing, then we released fund statements online (prior to…

The last grant date field added in the funds custom reports has made the work of identifying these funds so much easier. Thank you Foundant!

Our Programs team poses the following question in our application related to Board representation to address this issue. When participating on an internal review committee recently, I found that the question targeted essentially what we were asking but in a flexible way to allow grantees to respond where they're at. "Board…

@nataliasiegel :-)

@jessicascites We haven't formalized a fee structure however we do offer these services to some of our fundholders. Typically this is done on a case-by-case basis and for our larger DAFs. I think our leadership is curious to test this experience for donors, see how it works, then draw up a process and fee structure once we…

Thanks for sharing your example @elizabethmesserli Does this integrate into CSuite somehow or do you manually update the information you collect about your donors?

Our fiscal year is July 1 - June 30. We went live in September and did no dual entry. That gave us access to FIMS through the end of the calendar year in case we needed to compare information from both systems. Truthfully, there was no "ideal" time for us, given monthly, quarterly closings, board meetings, busy grantmaking…

Missy, Triangle Community Foundation articulated a fund activity requirement (in alignment with our National Standards certification process) as part of our overall DAF policy after realizing that we had some funds with no grantmaking activity for too long than we'd like to admit. Below are a few excepts from that policy.…