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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…
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CSuite Fund Accounting Session Slides and Resources
End of Period Steps and Workflows - support article End of Period Customizable Checklist - download and customize the checklist
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CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding…
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Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
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Upcoming Invitation: Discussion on Impact Investing with Skye Weber
We’re excited to share that you will soon receive an invitation to join Skye Weber from our product team, on March 24th, for a discussion on impact investing. This session is a discovery meeting to determine how we can enhance the product to streamline workflows for impact investing. Keep an eye out for the invitation in…
