Best Of

Hi all @MikePuccio @JenniferMeckling - I can't seem to @ the other folks - I am wondering if you could all comment on the below if possible?

1. what you all have decided in terms of offering a donate passthrough grant option?
2. If you do offer it, has that added a lot of work to your workload?
3. I don't see that CS templates allow mergefields for the "donation" info so there is no way to put in the adviser name or tribute info in the grant award letter - how have you addressed this?
4. Do you find that this is competing with the time a donor may have spent looking at the CF funds to donate too?
5. How do your donor advised fund holders use this - do they find it helpful or more confusing?
6. How did you advertise and vet the nonprofits for the catalog listing?
7. Do you have any other feedback you would like to share?

Thanks for any information as we are just now considering this.

Thank you very much!

Missy Belles

Whatcom Community Foundation

@JenniferMeckling @DianaOBrien @LizForster @SarahBeiswanger @LaurenJournot @SallyGillespie @lindsayjennings @AmySaxeEyler

Is anyone utilizing the passthrough grant option for the CSuite Nonprofit Directory? @MissyBelles is interested in learning more and seeing some example web pages. After doing a quick Google search (fcsuite.com directory), these are the live pages I found, but any additional insight from CSuite users would be greatly appreciated!

• Oklahoma City Community Foundation
• Community Foundation of Southern New Mexico
• Community Foundation of Dunn County
• Mankato Area Foundation
• La Crosse Community Foundation
• Spur Community Foundation
• Orcas Island Community Foundation
• San Juan Island Community Foundation

Shout out to @JenniferMeckling and the Oklahoma City Community Foundation team for creating the most unique and customized nonprofit directory I have ever seen! 🤯 Might need you to host a master class for the rest of us…🙌