SusieLotreck ✭✭✭

It was great! It is my understanding that information will be shared in this group. Click the link and join the group.

Our flight was cancelled last minute from Hartford to DC. Anyone else run into this? We can't get any flight down there for the start of the conference.

Looking forward to meeting you @MeredithEdwards! The date is fast approaching.

Welcome Martina! I look forward to having the opportunity to work with you.

We do not at this time but are considering adding this detail to appear on the fund statement. Currently, we upload an Investment Update report to "Files" in the donor portal which provides the rate of returns on a quarterly basis.

Excited to explore this option for collaborating with others!

Love this Year in Review and feeling special that I was tagged. Excited to be a part of the Foundant family and this Compass community!