elizabethmesserli
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elizabethmesserli ✭✭✭
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Hi all - our northern Colorado team onboarded GLM last year and we are in the process of transitioning to CSuite as well. Who else do we have representing CO?!
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Hi @SallyHermann, We're looking to revise our fund agreements this fall as well. I'm interested in hearing about this idea of a universal template and viewing others' who may use this concept as well. Thanks for starting the conversation!
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Hi @ClaraHansen, We just switched to GLM from using multiple, disjointed systems. We have done the first iterations of our roll-out over the past few months. Just a caution – we’re still figuring out what process will work the best for us, but we’ve talked through this first round with our onboarding customer success…
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Hi @DavetteSwiney, Scholarships are just a small part of what we do at the Community Foundation of Northern Colorado (about 3% of our 500+ funds under management). We are also looking to update our scholarship program and policies, so I'm interested to continue following this thread. To answer your questions: 1) We do…
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Hi @KateClavijo. Here's a link to our videos. https://nocofoundation.org/history-archive/videos/ We use videos to share updates from our community foundation, highlights of specific funds or donors, and this one (though a littled outdated in the statistics now) does a great job giving an overview of our services:
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Great questions, Tom! We don't currently have such policies, but it's interesting to consider. Looking forward to reading others' responses.
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@HeidiFindlay , Thanks for your response! We had a super informal (and inconsistent) process previously. I've created this matching form that we're going to try using and see how it works. I'd love to turn it into a fillable PDF form at some point.
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@LaurelShulman - we update the collected donor information manually in our CRM.
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This is a great discussion thread! We also usually have reviewer committees of 3 people. We have a few scholarships where the donors have requested more than one of their family members be involved and like others, in that case we just have to have at ladsts 51% be community volunteers with no involvement with that fund.…
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Hi Renee, November-early December we sent a survey to our DAF advisors. Here's the link for your reference: https://form.jotform.com/82615088815160. We plan to use a similar survey as part of the "on-boarding" process with new donors from here on out, too. Would love to see what others may be able to share as well.…
