KarenWolf ✭✭✭

@MeredithEdwards we are currently on FB, Instagram and LinkedIn.

We primarily use Social Media and the local newspaper. However, during our last cycle we also purchased radio spots and asked local Chambers to share the information with members through their weekly newsletter.

@LisaStachula Thank you for your response. Our organization has also done some of the same things you have outlined above.

@TomWickersham I would agree with you, but the committee for the fund is questioning it. Thank you for the resource!

@KentWeimer did your DEI Policy pass and would you be willing to share?

I am attaching our expenditure responsibility agreement. We just finalized and had it approved through our recent accreditation with National Standards.

I was not involved with the process when the Foundation transited in 2017. However, I do know they dual entered data in both systems May and June and then fully transited July 1(start of our fiscal year). I know they kept FIMS for quite some time as when I started in May 2018 it was loaded on my computer. However, I never…

We just received our approval from National Standards Accreditation. The process included an update to our DAF Policy, Fund Activity for DAFs and a succession plan form. I was not heavily involved with the policy creation but I did work through and created the succession plan form. I do know a good majority of the policies…

Before I started at my foundation, they purchased the Fujitsu FI-7160 Scanner and we have used it ever since. It is a compact scanner and works very well. It is the same type of scanner doctors office use when they check-in and need to scan insurance cards. It allows one or both side scanning and you can set a default…

Welcome @BradMWard! Would you consider doing a virtual call for Community Foundations to provide an overview of your role at Foundant and allowing us to ask questions?

@hankdrew Thank you for the recommendation. I will look into it!

Happy Anniversary Compass! So grateful for this resource and community! The connections and insight have been so valuable.

Our Administrative Assistant has created a folder in her Office365 account with shared access to the files and we have also utilized a portal on our website(not as much as Office365). All of our BOD communications are sent via email, which has been a consistent request of our BOD. Have you asked your BOD what they would…

Find Joy in every moment, challenge and circumstance. I turn 40 on Wednesday and there is nothing better then going into another year on this earth with joy, happiness, and peace.

@JesikaEllis Thank you so much for the write up you provided. It was like reading my testimonial of this process as well. except we have really only been doing it for a year. We are in a constant state of change, and this project has just not been my focus. I am thankful to hear, I am not the only one facing challenges…

I love this question @KaraAdams! I always start my week off(and most days during the week) with an early morning workout. I also like to create an affirmation for the week to keep me on track and focused. This week I am going with; I am stronger than any obstacle that comes in my way.

@CathyWright Thank you for the feedback. Definitely food for thought with our process as well.

@ErikaWarren @AshtonWillis We have a form, called Heinz Living Legacy, that we have the donor fill out and then I have a profile type in CSuite to tag the profile. I did a massive project when I started at the Foundation and I have them in one spreadsheet and categorized in our files as Living Legacy, anonymous,…

I am thankful for the all the feedback on this topic. I have had discussions many times with my ED regarding this. We truly do not get a significant number of donations to agency funds, however I did think it may be a good idea to make them private with a note in CSuite in order to require the donor to go to the…

If we received a donation to the fund we do acknowledge it to the donor but if the check is from the agency we do not.

Hi, All donations to our agency funds go directly into the fund no matter who they are from. I set up the donation notify for the fund advisor so they can acknowledge the gift from the donor. From my research, agency funds are their assets regardless of where they come from. Ultimately, we encourage the agency to solicit…

We started using DocuSign almost 2 years ago and it has been the most helpful tool available for signatures. I found this to be true over the last year. I use DocuSign for charters, confidentiality/conflict forms, expense reimbursements, anything needing a signature. You can set up as many signers as you need and create a…

Hello! I am with the Community Foundation of Central Wisconsin as the Operations Coordinator. Glad to meet you! I'd like to connect about anything. Hope everyone is staying safe.