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…
Hello - our current Community Invesment and Stewardship Committee, a committee of our Board, is reviewing their Terms of Reference. The committee exists to support development and stewardship for our community foundation, but as our staff grows, the Terms of Reference have not kept pace. If you have similar types of…
Hello- We are wondering if anyone uses CSuite to track conflict of interest for boards and committee. We have been looking at using the Org Roles to identify conflicts AND easily export that information for meetings and 990 prep. Example: a profile would be connected to ABC Organization with the role type "COI- Board…
What strategies do you use to keep your Board connected and engaged with your important philanthropic work? Some questions from today's Coffee Talk to think about: What are your policies and procedures for your Board of Directors and Committees? How do you recruit and bring on new members? How do you structure committees…
Our auditors are asking us to compile a list of grants made by Board members (via their DAF or Designated Funds) to other non-profits where they sit on the Board. Has anyone done this and if so, how do you go about generating a report out of CSuite? Thanks.
Hello! I want to make a benchmark comparison regarding Board Member/Trustee benefits. Our Foundation currently offers our Trustees $25,000 annual designations to any nonprofit organization of their choice. One of the Trustees has recently asked for an increase, and I'm curious what other Foundations do in terms of…
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Happy Monday, everyone! I would love to hear from some of you about two things: 1) How you engage your affiliate committee members and 2) how you go about recruiting new members for your committees. Our community foundation has a total of 23 affiliate regions, and each region has its own affiliate committee. Some…
Hello everyone, I have been at our CF for about 18 months. I want to re-envision our Development Committee's job description (it is currently non-existent). Does anyone have templates they could share of what is working well for them? We are currently a committee of 4-6 (myself as the Development Officer, our Board Chair…
I'm looking for some best practices on requesting a copy of an organization's Board list. Currently we just ask them to upload a copy of their current list with their application. We'd like to ask for more specific information about each Board member, such as their background and expertise, but want to make sure we ask in…
