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I haven't even used it yet and I am thrilled about the custom fields! Just want to give a shout out to the development team for making this happen. I'll be attending the webinar tomorrow (July 8) and plan to gobble down the knowledge articles after. Thank you so much! I think it's gonna be more exciting than I imagined. You totally made my Wednesday!! 😍🤗😁
We are currently evaluating our general high school scholarship fund to see if we are making the best impact for our local students. I am reaching out to other foundations, counselors, local students, but wanted to see if any of you have any data or information on what kind of student is being missed by scholarship opportunities. Any thoughts or input, is welcome!
One of our community foundations recently went live in Community Suite and is in the process of transferring all of their community funds from their current payment processor to Stripe. One fund in particular has a large amount of recurring donations in the legacy credit card system and the advisors are reticent to make a the change to Stripe, as it would require donors to set up their recurring donations in the new system. They are concerned that they will lose donors as part of this process.
Have any other community foundations encountered a similar pushback from fund advisors? If so, how did you handle it?
Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fund balance per policy guidelines, and advice on next steps?
Thank you very much!