MeghanWarrick ✭✭✭

So far we have one fund where this would be an issue but we do extensive reporting on the scholarships outside of CSuite for them and they seem satisfied so far. I'm not really clear on why that change happened and why it can't be an option to show or not show based on the needs of the fund. Our scholarship committees are…

Hi Minal. We are not yet set up for ACH so I don't have an answer to your question. I am hoping others will respond to your question and hopefully provide ways they've automated this process so that the grantees are entering and updating the information directly to the bank or other ACH processor. Is that an option or am I…

Hi Holly - Available to Grant makes more sense to us. Thanks for asking! Meghan

We went live at the beginning of our fiscal year (May) and were parallel in our old and new system for one month. We reconciled that month in both systems, compared the information and worked in CSuite only after that.

Hi @BradMWard - great to see you at Foundant. I look forward to connecting. All the best in your new role! Thanks, Meghan

Great question Deanna. I am considering buying the same thing for my WFH setup.

Yes, we do see it as worthwhile. We saw M&A activity pick up after 2008/2009 and expect it will again this time around. To help with initiatives like this our Foundation serves as a neutral discussion host for the two sides to come together. We also helped launch a pro-bono legal program at our local MSO where nonprofits…

I just listened to the recording. Thanks everyone for sharing their ideas! I have a few others I can recommend. We use Insperity as our PEO and have for 20 years. I'd be happy to make a referral if anyone is interested. We use CAPTRUST as our independent investment consultant. We've been with them for 3 years after about…

We are working on closing our year (April 30th). This will be our first year audited using CSuite. I don't have an answer for you, but am eager to see what others post. Good question!

Hi E.C., Thanks for coming back to Orlando again this year. Our team enjoyed having you. Thanks for keeping us connected to the East Coast Foundant activities. I hope you are doing well!

Hi Crystal! I love how supportive our team is. Not only during this wildly unusual time in history, but through hurricanes, the shooting at Pulse Nightclub, when we have babies, lose a family member, buy a house, whatever - we are here to help one another.

Hey Bryan! I've got a cup of decaf Chai. Hope you are doing well in South Florida!