Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…
Credit Card/Expense Reporting
We are currently evaluation credit card companies with the hope of making the process of recording expenses more efficient. We're looking for a company that has an app which cardholders can use to snap a picture of their receipt and code the expense from their phones, at the time of purchase. Does anyone have any…
Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
Fee structure for Giving Circles
Good morning, We are reevaluating our giving circles' fee structure and would like to know if anyone has a set fee structure they are willing to share. Thank you.
Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
Spending Policy Funds
hi all! I really hope you guys can help or give some advice regarding spending policy funds and how to run reports that will reflect the spendable amount and the grants paid over the year. Any advise is greatly appreciate it!! thank you
Awarding to non 501(c)3s and verifying
Hi there! I read the other discussion post about awarding to non-501(c)3s but wasn't quite what my team was looking for. We are a pass-through entity that awards federal funds for conservation related projects. As of now, we only do 501(c)(3)s but are looking to expand to other 501(c)s, starting with at least 50(c)(4)s and…
3rd Party Grant Management Fee
One of our partners (the city where we are located) has asked us about managing one of their grant programs. Now that we have GLM (just went live last month) this is a much easier concept and I’m wondering if anyone has any experience doing that in their city? Does anyone have experience in charging a fee for service, by…
Segregated Accounts - Performance Reporting
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?