Compass

A Foundant Community

Finance & Operations

Share questions and ideas about managing organizational finances operations.

990 efile

Answered ✓ CindyGoodell 29 views 5 comments 2 points Most recent by BryanGeary June 30
How has your foundation managed database functions / jobs internally?

LaurelShulman 133 views 7 comments 8 points Most recent by KaraGeiger June 23
Privacy Policy

Answered AbbeyCameron 25 views 2 comments 1 point Most recent by JesikaEllis June 2
Best Practices for using ACHs

LindaCleveland 547 views 17 comments 5 points Most recent by loritrenholm May 12
ACH-verify bank information

Answered MinalPatel 104 views 13 comments 2 points Most recent by MinalPatel April 18
Do you offer a nonprofit loan program?

TomWickersham 98 views 4 comments 7 points Most recent by TomWickersham April 18
Does anyone book salaries across multiple funds?

MandiOlson 13 views 0 comments 2 points Started by MandiOlson April 12
Moved: Monthly Expenses

Closed KaraAdams 1 view 0 comments 0 points Started by KaraAdams March 30
Electronic Fund Agreements - Establishing New Funds

Answered LeeannNapoleon 48 views 4 comments 1 point Most recent by LeeannNapoleon March 23
990 Donation sums $5K+

ChrisGreen 16 views 5 comments 1 point Most recent by HollySpitz March 12
Moved: Measuring Progress at a Community Foundation Through Data Analytics or Key Progress Indicato…

Closed KaraAdams 1 view 0 comments 0 points Started by KaraAdams March 11
Fiscal Sponsors and Electronic Grant Agreements

Answered ✓ PeggyKennedy 43 views 2 comments 3 points Most recent by PeggyKennedy March 11
Professional Employer Organization (PEO) Search

DeborahPfledderer 24 views 1 comment 2 points Most recent by TomWickersham March 2
Gifts of Grain

PattyFreburg 37 views 1 comment 2 points Most recent by PattyFreburg February 28
School and Student Name withheld in Fund statements

LeeONeil 8 views 1 comment 2 points Most recent by MeghanWarrick February 2
Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds

HollySpitz 116 views 8 comments 11 points Most recent by JulieKlipp December 2021
Cryptocurrency donations

MinalPatel 383 views 23 comments 4 points Most recent by RandMorgan December 2021
Best Practices for Agreement Terms for Capital Grants

JenniferBligh 27 views 3 comments 1 point Most recent by TomWickersham December 2021
Market Earnings as Spendable

Answered AmyOwen 49 views 2 comments 1 point Most recent by kathleensayce December 2021
Annual transfer of Operating Net Income to a Reserve Fund?

Answered ✓ MariannePlath 37 views 1 comment 1 point Most recent by [Deleted User] December 2021
Bequest Valuation - Stepped Up or DOD

MissyBelles 41 views 1 comment 2 points Most recent by KaraAdams November 2021
E-Checks

JenniferBrambley 63 views 1 comment 1 point Most recent by KaraAdams November 2021
Program Officer vs Senior Program Officer?

Answered RyanCampbell 53 views 5 comments 10 points Most recent by RyanCampbell September 2021
Can you share your grant agreement language for multi-year grants?

Answered karynmckelvey 313 views 10 comments 5 points Most recent by JoyceBrasher September 2021
Capital Projects- Payment After Work has Already Been Done

MichaelaYoung 13 views 0 comments 1 point Started by MichaelaYoung August 2021
Fraudulent Activity

JenniferBrambley 79 views 6 comments 2 points Most recent by BonnieFadel August 2021
New Auditor Search

JenniferBrambley 21 views 0 comments 1 point Started by JenniferBrambley August 2021
L3c Investments in Low Profit Organizations

Answered LisaBoxWilliams 42 views 3 comments 3 points Most recent by BradWard August 2021
Impact Investing

HollyMorrison 26 views 0 comments 2 points Started by HollyMorrison July 2021
Moving recurring donations to CSuite/Stripe

coreygetchell 112 views 2 comments 5 points Most recent by coreygetchell July 2021