Compass

A Foundant Community

Finance & Operations

Share questions and ideas about managing organizational finances operations.

Cash Receipt Process

VanessaDoty 11 views 0 comments 5 points Started by VanessaDoty November 22
Third party payment processor

JoaneKetant 6 views 0 comments 0 points Started by JoaneKetant November 21
Allocation of investment earnings for large intra-month donation

ryandouglas 16 views 0 comments 1 point Started by ryandouglas November 18
Annual Nonprofit Endowment Fund Distributions

ErikaWarren 185 views 6 comments 2 points Most recent by MarshaStrauss November 14
Do you accept Crypto and who is your clearinghouse?

JanetAnderson 101 views 5 comments 3 points Most recent by MistyGehle November 14
Payment Options

Answered CrystalReece 61 views 2 comments 2 points Most recent by brendadavis November 8
Adjust admin fees; set admin fee max

Answered KristinBoyer 41 views 1 comment 3 points Most recent by BryanGeary October 29
Non-donation revenue

ReneeThatcher 31 views 2 comments 2 points Most recent by MarshaStrauss October 19
Gift Entry for Checks from Retirement distributions and from Estates

MaryEllenCenzalli 41 views 1 comment 1 point Most recent by JulieKlipp September 23
POS Stripe

DanIerullo 11 views 0 comments 0 points Started by DanIerullo August 19
Tax/Gift Receipts - Advisor Portal

ryandouglas 41 views 2 comments 3 points Most recent by ryandouglas August 11
How has your foundation managed database functions / jobs internally?

LaurelShulman 193 views 9 comments 9 points Most recent by JaneLitz July 15
990 efile

Answered ✓ CindyGoodell 44 views 5 comments 2 points Most recent by BryanGeary June 30
Privacy Policy

Answered AbbeyCameron 21 views 2 comments 1 point Most recent by JesikaEllis June 2
Best Practices for using ACHs

LindaCleveland 582 views 17 comments 5 points Most recent by loritrenholm May 12
ACH-verify bank information

Answered MinalPatel 101 views 13 comments 2 points Most recent by MinalPatel April 18
Do you offer a nonprofit loan program?

TomWickersham 101 views 4 comments 7 points Most recent by TomWickersham April 18
Does anyone book salaries across multiple funds?

MandiOlson 11 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 51 views 4 comments 1 point Most recent by LeeannNapoleon March 23
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 51 views 2 comments 3 points Most recent by PeggyKennedy March 11
Professional Employer Organization (PEO) Search

DeborahPfledderer 21 views 1 comment 2 points Most recent by TomWickersham March 2
Gifts of Grain

PattyFreburg 41 views 1 comment 2 points Most recent by PattyFreburg February 28
School and Student Name withheld in Fund statements

LeeONeil 11 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 111 views 8 comments 12 points Most recent by JulieKlipp December 2021
Cryptocurrency donations

MinalPatel 391 views 23 comments 4 points Most recent by RandMorgan December 2021
Best Practices for Agreement Terms for Capital Grants

JenniferBligh 32 views 3 comments 1 point Most recent by TomWickersham December 2021
Market Earnings as Spendable

Answered AmyOwen 51 views 2 comments 1 point Most recent by kathleensayce December 2021
Annual transfer of Operating Net Income to a Reserve Fund?

Answered ✓ MariannePlath 41 views 1 comment 1 point Most recent by [Deleted User] December 2021