I am wondering if anyone has best practices for how long you keep an inactive donor's record in a database? We keep all donation history in our accounting system but our CRM (DonorPerfect) charges based on number of profiles, so we have been culling some small batches of donor records to stay within the current bracket for…
We're on a calendar year and typically do not have our audit completed until August. Therefore, our Annual Report isn't published until September, but we would like to move the publication to earlier in the year. Is anyone transitioning to publishing a Community Report (instead of calling it an annual report) and not…
One of our community foundations recently went live in Community Suite and is in the process of transferring all of their community funds from their current payment processor to Stripe. One fund in particular has a large amount of recurring donations in the legacy credit card system and the advisors are reticent to make a…
