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How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
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Best practices for mailing grant checks
Hello everyone, I would love any suggestions for the most professional and streamlined process to mail checks to grantees. I'm looking into options so that we aren't placing physical stamps on checks, etc. Any advice would be greatly appreicated!
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Grant due diligence
Hello everyone, We are just getting started and trying to make sure we gather the important details for a grantee before we process a grant. Does anyone have a comprehensive list that they could share? One specific question is do you always need to have a W9?
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Incentivizing Fund Adviser Portal Use?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
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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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Zeffy Software
Anyone have experience using Zeffy?
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Grant Application Scoring Rubric
Hi everyone, Just curious to know how you all score your grant applications. We have specific questions on our application that are worth up to a certain number of points and displayed on the application for applicants to see the weight of that question. The Board then scores the responses to get a total score for an…
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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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March Top Members!
Happy April 💐! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout March! 🎉 Let's give a round of applause to: @juliedowell, @StephanieOverbey, @JohnAmoroso, @HeidiTalbott, @DebbieStanton, @MeghanBaylor, @RaelynnMackenzie, @MeganDeHoog, @LaurenJenkins, and…
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Has this happened to you? Deceased a profile record and now Community Suite is haunted?
I set a profile record to 'deceased' and suddenly all the text in our Community Suite instance started bleeding - I assume our instance in haunted now? I tried Goo-ghoul to find a techxorcist, but that turned up nothing. Has anyone else experienced this before? Thanks, Mitch Hollberg PS - For reference, the donor name is…
