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Help Finding a Web Designer for Donation Landing Page
Hello Compass Community! Crown Point Community Foundation is currently looking to work with a web designer to help format our donation landing page. We have over 300 Funds that we would like to organize in accordion menus with a search option at the top. If you have an example, please send the link to your donation landing…
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Best Practice for Donor Record Retention in CRM Software
I am wondering if anyone has best practices for how long you keep an inactive donor's record in a database? We keep all donation history in our accounting system but our CRM (DonorPerfect) charges based on number of profiles, so we have been culling some small batches of donor records to stay within the current bracket for…
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CSuite Promises (Recurring)
We've set up promises/commitments that have end dates, but is there any way in CSuite to set up an open ended promise for a set yearly amount? It would be really nice to have it so that we don't have to manually track an amount that the donor wants us to bill them for each year? Or are there other options that I'm not…
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Allocation of investment earnings for large intra-month donation
We receive monthly statements from our investment custodian with the monthly earnings/losses/etc. that are then put into CSuite to be allocated to our various funds. CSuite calculates the average daily balance of the fund and then assigns that fund a percentage of that month’s investment activity. Hypothetically, if a fund…
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Texting service
Hi all, I am looking into a texting service to communicate with volunteers, share information about nonprofit events and fundraising. Does anyone use one that they like? Thanks!
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Bequest Best Practices
Hi there! I am hoping to learn more about bequest practices from other community foundations. I am curious as to what internal forms/process are used by other foundations? Is there anything others have found to be particularly useful in navigating planned giving, particularly if there is no signed fund agreement? Are…
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Cryptocurrency donations
Hello, I am interested to find out if any Foundation accepts Cryptocurrency donations. What are some of the things we should consider when we start thinking about taking Crypto donations (pros and cons of Cryptocurrency donations). What is the best practice and how to process the donations? Thank you in advance for your…
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Card Testing
Hi All, We've just gone through a major issue with Card Testing. This is where hackers use scripts to verify stolen or generated Credit Card numbers through a donation link. We've had more than 10K of these types of charge attempts. Generally, these donations are at the $1 mark because it flys below most people's radar.…
