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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? What…
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Community Foundation of the Texas Hill Country- Flood Relief Work
The Community Foundation of the Texas Hill Country has been doing incredible work over the past several weeks to raise money for those affected by the devastating floods. More than $60 million has been raised and over $8 million has already been granted to trusted nonprofit partners helping families, businesses, first…
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Incentivizing Fund Adviser Portal Use?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
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Greater Manhattan Client Onsite
Wrapped up a great day of onsite training with The Greater Manhattan Community Foundation last week! 💼✨ Nothing beats face-to-face collaboration and hands-on learning. Thanks to the whole team for the warm welcome and active participation — you made it a success! 💪📚 #Teamwork #ClientSuccess #InPersonLearning @Mitzirichards…
