Compass

A Foundant Community

Finance & Operations

Check out what tips Compass users have for managing organizational management and finances with this discussion thread.

Family Foundation Historical/Impact Reports

AndreaBerman 17 views 1 comment 5 points Most recent by KatherineScott February 25
Electronic Grant Payments Transition

elizabethfinch 31 views 4 comments 0 points Most recent by KristinBurgoyne February 24
Agency Fund Third-Party Donations

CathyWright 47 views 9 comments 0 points Most recent by KarenWolf February 23
Determining When Your Foundation is Listed as a Beneficiary

ErikaWarren 21 views 2 comments 5 points Most recent by KarenWolf February 22
Template Questions

BryanGeary 163 views 1 comment 10 points Most recent by MarieFelver February 4
Payroll Service Providers

SallyGillespie 25 views 1 comment 2 points Most recent by MarkHenry February 2
What software products are people using to print 1099s for your vendors?

Accepted Answer NeilDiBernardo 34 views 16 comments 1 point Most recent by NeilDiBernardo January 28
Can you share your grant agreement language for multi-year grants?

Answered karynmckelvey 25 views 2 comments 0 points Most recent by karynmckelvey January 26
Fraudulent Activity

JenniferBrambley 41 views 2 comments 2 points Most recent by KentWeimer January 26
Best Practices for using ACHs

LindaCleveland 203 views 9 comments 4 points Most recent by BeckySchroeder January 21
Templates for cSuite

PatriciaGerling 227 views 10 comments 1 point Most recent by KaraAdams January 19
Spendable Balance for Endowed Funds - checking or invested - Community Suite

Answered MissyBelles 22 views 1 comment 0 points Most recent by BettieStammerjohn January 13
Balance Sheet Trends

Answered BillAndrews 41 views 1 comment 1 point Most recent by BryanGeary January 6
Moved: Financial Reporting

Closed PeterPfankuch 1 view 0 comments 0 points Started by PeterPfankuch December 2020
Keeping paper records (vs. everything online)

LucySilva 53 views 3 comments 5 points Most recent by HeidiFindlay November 2020
Spending Policy

EmmaSchwarz 31 views 0 comments 2 points Started by EmmaSchwarz November 2020
Budgeting Software

TylerGreuel 132 views 9 comments 2 points Most recent by JulieWright October 2020
How to run and/or create a report that captures historical donation information by donor?

Answered sarahdixon 32 views 2 comments 3 points Most recent by sarahdixon October 2020
Paperless agreement letters

PritiMehta 33 views 3 comments 0 points Most recent by DeirdreHamill October 2020
Moved: Policy & procedures manual

Closed KaraAdams 1 view 0 comments 0 points Started by KaraAdams September 2020
Preparing for Year-End: Follow-up discussion for 09-17-2020 Coffee Talk

CrystalMacmillan 41 views 1 comment 6 points Most recent by KentWeimer September 2020
Board meeting presentation for small annual grants, fundraisers and memberships

LisaBoxWilliams 31 views 3 comments 1 point Most recent by LisaBoxWilliams August 2020
Outside Accounting Firms

AliciaCorliss 21 views 0 comments 1 point Started by AliciaCorliss August 2020
Financial Due Diligence Forms

KaitlynRichardson 32 views 1 comment 0 points Most recent by AshleyHarper August 2020
Share your Accounting resources! (CPA, PEO, OCIO, CPE, etc!)

RosieSprangers 84 views 2 comments 2 points Most recent by DarenNordhagen July 2020
Annual Nonprofit Endowment Fund Distributions

ErikaWarren 33 views 3 comments 0 points Most recent by MarieFelver July 2020
Audit

JenniferBrambley 62 views 9 comments 1 point Most recent by DestinyRojo July 2020
Investment Activity/Revenue Share

JenniferBrambley 21 views 1 comment 1 point Most recent by AnnButterfield July 2020
Accounting Software

RikkaHoliday 31 views 1 comment 0 points Most recent by DeirdreHamill June 2020
End of Period accruals and subsequent reversals

Answered JohnSirianni 41 views 1 comment 1 point Most recent by TylerReichhoff May 2020