Best Of
Ending grantee relationships, shifting strategies
Hi folks, I'm looking to connect with other community foundation colleagues who have undergone strategy shifts that made significant changes to grant processes (e.g., decreased grant amounts, sunsetting previous grantee relationships that no longer are strategy aligned). We are shifting discretionary resources to 'upstream' policy and systems solutions, and this will have a significant impact on many 'legacy' direct service partners. Would love to hear any lessons learned or intel you might have on these topics!
Reporting Fund Balances
I would like to ask if anyone reports fund balances to board members. A question has come up as to the fiduciary responsibility to protect the confidentiality of the donors' private financial information and how to take the appropriate steps to protect this information from public disclosure.
All feedback will be greatly appreciated.
Thanks so much.
Consulting Offered for Donation Portal and Giving Hub Set Up
Wow! It’s great that CSuite is updating and changing - but man, it can be overwhelming! If you need some direct guidance on updating to the Donation Portal AKA Giving Hub, I can help!
ABOUT ME
I have worked in CSuite for over four years. I was in charge of our integration and I'm the “database manager” in charge of keeping up with updates along with my financial tasks. I have assisted four other Community Foundations with misc. tasks and special projects within the Foundant systems. I work part-time at my Foundation so I have some extra time available to give to other Foundations!
I work for a smaller Foundation with limited staff, so we wear multiple hats! My specialty is to help smaller Community Foundations make this change to the donation portal AND set them up to keep it simple/easy to manage.
WHAT I CAN ASSIST WITH
I can help get you set up with the updated Donation Portal (being called the Giving Hub) as it pertains to donating to your FUNDS. I will review your current setup, tell you things you need to get it set up, make recommendations and/or help implement the needed changes to get it ready.
WHAT I CAN’T ASSIST WITH
I am not versed on the nonprofit directory setup - we do not use this and don’t intend to use this function!
MISC
I plan to work through and assist with the Donor Portal (new portal) set up as well later this fall too. For now, I’m focusing on the Donation Portal AKA Giving Hub.
Contact me at amhouseholder@gmail.com if you want to get on my schedule. I have availability on Wednesdays and Fridays starting September 11.
