MissyBelles ✭✭✭

No - we are just thinking about it at the moment. Our policy is to liquidate gifts right away, so I believe if we did, we'd end up selling it asap…similar to a stock.

March & April for budget prep, May Finance Committee & Board approval, for FY beginning July 1.

Well, we don't want to duplicate our grantmaking numbers so we don't report grant codes on internal grants, however there are times where a code would be good, e.g. i-equity or i-HS if the funding is then going to go out as a vendor payment or something like that. Missy

Thank you so much @KatieBerkedal !! Sorry for my late response - just back from a little time off. I will share your information with our grantmaking team! Missy

Thanks again @KaraAdams !!

Thank you so much! I love the idea of swag for our pups too!!! LOL 😁

Hi all - I am just checking back in on my question from last year - does anyone have a good letter template to send on these? Thank you!

Thank you Beth!

@jessicascites We also make grants that require expenditure responsibility on occasion. I've attached our agreement as well!

Hello again! I'd like to word this question a little differently in hopes of receiving more responses! 😊 Do you allow your Agency Fund Holders to view the donor name (for outside gifts to the agency sub-fund) and gift amount in the CS Fund Holder portal (unless the gift is marked anonymous)? Thank you ahead of time for…

Thank you @KarenWolf !!

Thank you @RhondaReichert ! This is helpful for us. Best, Missy

Thank you so much Laurel ! @LaurelShulman This information is super helpful for our planned revision of our daf policy. We are looking for some sharing in other areas with regards to international grantmaking (via US intermediary) and grant report requests from daf holders - but this might be less common among community…

Hi Tara, We don't have a policy with regards to the grants catalog, however we do decide ahead of time the particular type of grant round that we want to use for the catalog and then in our application for that grant round we provide an "opt out" of the catalog question for those that do not want to have their application…

Hi! we email our grant notices and attach an ACH form if they have not already filled one out. The form indicates that it will be used for future grants unless the grantee notifies us of any changes. I've attached a CS template sample grant notice and our pdf fill-in ACH form. So far we are only collecting ACH forms for…

Hi! I have uploaded one of our CS templates for a multi-year grant. I have highlighted the areas where you will need to manually fill in info after the template is printed out of CS. I hope it helps! Missy Belles Gifts & Grants Administrator Whatcom Community Foundation missy@whatcomcf.org