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CSuite | Using a Fund Statement for Distribution Letters
We loved connecting with you at the Foundant Forum and diving into the details of fund accounting! 🎉 One of the key topics that sparked interest was using fund statements to send distribution letters—and we’re here to help! ✅ Streamline your communication by leveraging fund statements to generate clear, donor-friendly…
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CSuite Fund Accounting | Financial Reporting + Financial Views
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | End of Period Workflows
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting + Strategic Advancement | Overview of Newer Functionality
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | Configuration and Settings Optimization
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | Cash Management and Balance Swaps
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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GLM/SLM - Integration 2.0
This Compass thread will be for discussion of Integration 2.0 and important considerations outlined in this session! Slides and other resources will be posted here after the training.
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Converting Organization structure in CSuite?
Hello Everyone, My organization Cambridge Community Foundation is planning to convert from a traditional Trust-based non-profit foundation structure to a Corporate non-profit foundation structure. I am wondering if there's any documents or user experience from other CSuite users on the method to convert organization…
