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We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's intended. Does anyone else have this challenge? or how do you prevent this happenning?

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 budgeting needs?

I'm curious about this as well…We haven't been charging the stripe fee back to the fund but were discussing doing this going forward.

For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?

Hello,

We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?