Compass

A Foundant Community

Finance & Operations

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

Fund Advisor Portal - What are your thoughts the label "Available Cash" for Non Endowed Funds

Announcement HollySpitz 24 views 3 comments 7 points Most recent by JulieKlipp September 16
Can you share your grant agreement language for multi-year grants?

Answered karynmckelvey 177 views 10 comments 5 points Most recent by JoyceBrasher September 15
Program Officer vs Senior Program Officer?

Answered RyanCampbell 38 views 4 comments 10 points Most recent by GregProbst September 15
Cryptocurrency donations

MinalPatel 98 views 5 comments 2 points Most recent by MinalPatel September 8
Best Practices for using ACHs

LindaCleveland 455 views 15 comments 5 points Most recent by WendyVendel September 2
Capital Projects- Payment After Work has Already Been Done

MichaelaYoung 17 views 0 comments 1 point Started by MichaelaYoung August 12
Fraudulent Activity

JenniferBrambley 77 views 6 comments 2 points Most recent by BonnieFadel August 11
New Auditor Search

JenniferBrambley 28 views 0 comments 1 point Started by JenniferBrambley August 6
L3c Investments in Low Profit Organizations

Answered LisaBoxWilliams 50 views 3 comments 3 points Most recent by BradMWard August 4
Impact Investing

HollyMorrison 30 views 0 comments 1 point Started by HollyMorrison July 29
Moving recurring donations to CSuite/Stripe

coreygetchell 86 views 2 comments 5 points Most recent by coreygetchell July 7
Finding an investment advisor for the small but growing community foundation

MerrellBergin 23 views 3 comments 10 points Most recent by MerrellBergin June 25
Best time of the year to make the switch to C-suite from FIMS

MarnieChristopherson 53 views 6 comments 2 points Most recent by MicheleJeican June 15
Navigating a New Normal for Accounting Processes and Roles

CrystalMacmillan 65 views 0 comments 1 point Started by CrystalMacmillan June 3
Best Practice for Donor Record Retention in CRM Software

BethNuttall 50 views 1 comment 5 points Most recent by HeidiFindlay May 25
Sharing 990's with reviewers

garrettmarch 25 views 1 comment 0 points Most recent by HeidiFindlay May 25
Updating a Grant Contract

MaximilianEyle 11 views 1 comment 0 points Most recent by HeidiFindlay May 25
Measuring progress at a Community Foundation through data analytics or key progress indicators

MindyNuhring 59 views 3 comments 2 points Most recent by MindyNuhring May 25
Annual Reports vs. Community Reports

ReneeCouser 46 views 2 comments 1 point Most recent by KaraGeiger April 23
Electronic Grant Payments Transition

elizabethfinch 314 views 11 comments 0 points Most recent by CherylLindstrom April 8
Taking sub accounting back in house from investment company

CrystalMacmillan 32 views 0 comments 2 points Started by CrystalMacmillan March 26
How has your foundation managed database functions / jobs internally?

LaurelShulman 53 views 2 comments 5 points Most recent by Jennymolyneaux March 22
Restricting funds committed to multi-year grant agreements

CariGutheil 32 views 0 comments 0 points Started by CariGutheil March 11
Agency Fund Third-Party Donations

CathyWright 94 views 11 comments 0 points Most recent by CathyWright March 1
Family Foundation Historical/Impact Reports

AndreaBerman 12 views 1 comment 5 points Most recent by KatherineScott February 25
Determining When Your Foundation is Listed as a Beneficiary

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

BryanGeary 267 views 1 comment 10 points Most recent by MarieFelver February 4
Payroll Service Providers

SallyGillespie 44 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 42 views 16 comments 1 point Most recent by NeilDiBernardo January 28
Moved: Templates for cSuite

Closed KaraAdams 1 view 0 comments 0 points Started by KaraAdams January 19