Good morning everyone! My name is Marianne Plath and I'm a new Client Success Consultant here at Foundant Technologies. Prior to this role I spent many years working in the Finance Department at the Community Foundation of Northern Illinois and became very interested in the software side of the equation during a migration…
Wondering if anyone else has worked out the mechanics behind this kind of a transaction. Essentially we have an 'Operating Reserve' and each year the Net Income (with a few adjustments for fixed asset acquisitions and depreciation) is intended to be rolled into that Operating Reserve. The way we are set up now we have the…