Best Of
Re: Note keeping across staff
Hey Megan -
Notes and/or Tasks are a great option for this. They can be attached to any sort of record, so you might attach them to Profiles, or even within the 'Donor' or 'Grantee' designations within Profiles. They can also be attached to Donations or Grants so they are very versatile. We see many organizations create 'Task Types' such as Meeting, Phone Call, Site Visit, etc... These are great if you want to track or measure 'touch points' with certain Donors or Organizations, as they can be reported on.
Here's a link to an Overview of how Tasks can be configured! https://support.foundant.com/hc/en-us/articles/5298806575895-Notes-and-Tasks-Overview
If your staff takes lots of handwritten notes or gathers hardcopy materials, you can always scan and attach those to records as well. https://support.foundant.com/hc/en-us/articles/4404655959319-Files
Marketing Documentation
Our team really wants to focus on building awareness of our larger funds and showing the community what the fund is contributing to. We have decided that we are going to showcase these funds on social media platforms or create blog posts, but we want to document that within Foundant.
Does anyone have any good ideas on what they may do at their Foundation to document their marketing?
Thanks!