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Compass
A Foundant Community
Home
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Philanthropic Best Practices
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Finance & Operations
Finance & Operations
Check out what tips Compass users have for managing organizational management and finances with this discussion thread.
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Discussion List
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
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