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Moving recurring donations to CSuite/Stripe
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…
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Finding an investment advisor for the small but growing community foundation
Any referrals for fiduciary or OCIO investment advisors, specializing in community foundations with less than $2mm in investable assets and in need of investment policy development and endowment fund setup? Preliminary research finds a limited pool, ranging from shaky to possibly credible.
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HTML Editor Suggestions Please
We are going to launch a grant catalogue to our Fund Advisors next week and when I look at our finished product in Draft the font of the project descriptions is huge. I've been playing around with an HTML Editor (https://html-online.com/editor/) but the font sizes are fairly limited and I've only been able to shrink the…
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Hello from Bozeman, MT
Hi everyone! I'm Rachel Caldwell, a new Client Success Manager - Strategic Advancement with Foundant and am based here in Bozeman, MT. I have a background in nonprofit development, program management, and communications (specifically with conservation NGOs), as well as facilitation and conflict resolution. I'm excited to…
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Do your (DAF) fund fees contribute to discretionary grantmaking?
Hi Compass, Triangle Community Foundation is looking to benchmark our funding peers who attribute a part of their fund fees directly into their discretionary grantmaking program. This has arisen as one of many potential ways to operationalize our values of equity and community directly into our fund policies. What, if any,…
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Restricting funds committed to multi-year grant agreements
I am looking for input on restricting funds within a DAF which were committed by the donor advisor to a multi-year grant. The fund currently holds $1.3M invested in our long term horizon and $750k has just been committed to a multi-year grant agreement ($250k/yr for the next 3 yrs). The long-term horizon can fluctuate due…
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Spendable Balance for Endowed Funds - checking or invested - Community Suite
Hi! I am the Gifts & Grants Administrator for Whatcom Community Foundation and am curious if you all keep your endowed Donor Advised Funds' spendable balance in checking or do you have it invested with an "investment strategy" in Community Suite? We are trying to figure out the benefit to keeping it in checking if the…
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Greetings from New York's Hudson Valley!
Hi all - happy to be in a new position as the Director of Planned Giving with Community Foundations of the Hudson Valley! Looking forward to the time when I can get back into our community and actually meet donors, professional advisors, nonprofits, and co-workers in person. In the meantime I'm in the process of taking a…
