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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Hello from the Rio Grande Valley!
Hi all, my name is René Ballesteros and started as Development Manager with Latinos in Heritage Conservation in late June! We are growing national nonprofit and I currently work remote in South Texas. I worked as a graduate fellow with LHC in the spring, and I loved their mission and vision. I am excited to be helping with…
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New Donor and online donor stewardship
We've just finished our second year using CSuite including the online giving functionality and are seeing an increased # of gifts and average gift $ for our online gifts. This has led us to re-examine how we intersect with these donors. Do you utilize the auto-tax receipt feature in Csuite and/or the auto-tax receipt in…
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Sharing Fund info (not permissions) with non-Advisor family/descendants?
Good morning, Years ago, we had a sub-fund created in honor of "Sally" by one of our Affiliate Fund boards after her passing. The Fund supports the grantmaking activity of the Affiliate so the Affiliate is the technical Fund Advisor. The granddaughter of "Sally" now wants to get engaged with the fund and maybe help it…
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Just in time for the holidays-USPS raising rates for packages
Many are in prime-time planning for end-of-year solicitations, and if you're contemplating sending out gifts to top donors, you might want to think again. The good ole' USPS is planning a price increase just in time for the holidays. While the official nonprofit rates will remain the same, package shipping for items from…
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Leveraging Donation Portal to Support Fundraising Efforts
Outside of COVID19 disaster relief funds, we've never really leveraged the customization of the donation portal through CSuite/Stripe to highlight other funds and their work. As we are looking to grow our development team and the ways in which we support donors and fund holders interested in fundraising, I've wondered…
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Electronic Fund Agreements - Establishing New Funds
Hello - have any foundations transitioned to electronic fund agreements for on-boarding new donor advised funds? I'm considering different options like DocuSign and appreciate any recommendations or lessons learned anyone has to share. Thank you, Leeann
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2022 Fund Development Planning-- opportunities? challenges?
As you prepare for 2022, what fundraising opportunities and challenges are on your mind? What process helps you create a solid annual plan for the year?
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Looking for how to's and tips re beginning Professional Advisor engagement
We are looking for ideas, and resource samples - if you are willing, regarding Professional Advisor engagement. We don't have a formal "program" but would like to begin reaching out to Advisors to form partnerships. Can you share any info re the below? Your answer may fit in several of questions - just posing the questions…
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Identifying Volunteer Stewards
We would like to identify our Volunteer Stewards in CSuite and wonder how others might be doing this. We don't want to make them Foundant users. Currently I have them set up in the Relationship tab with a Relationship Type of 'Volunteer Steward'. With the addition of Custom Fields I'm wondering if there is a more efficient…
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Field of Interest Fund
Our foundation has one field of interest fund and we have had a question about Board insurance come up. The field of interest fund has it's own Board of directors and committees and they are overseen by the foundation staff and BOD. The fund has been paying D&O insurance which can be quite expense for a small organization…
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Database Ranking - Development Plan
Hello, I have been working our Development Committee to put a system together to rank our database and determine categories and scoring for follow-up and marketing based on a profiles score. We have been progressing along but I have hit a bit of a hurdle. Our database is very large, 14,000+ donor profiles to export,…
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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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Poetry Prowl hosted by Art from Ashes
Register here: https://secure.givelively.org/event/art-from-ashes-inc/poetry-prowl
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Setting up a scholarship fund in the midst of a tragic death
I know those of you who offer scholarship funds have encountered this before.... A family loses a child in a tragic death and wants to set up a scholarship fund A.S.A.P. because they want to direct memorial gifts to that fund. Putting aside the issue of whether or not they will raise enough in memorial gifts to establish a…