-
FEG 2026 Community Foundation Survey Webinar
Foundations, FEG is an Investment Advisory Firm that surveys Community Foundations annually. The survey captures evolving practices and priorities across the community foundation landscape, including asset allocation, spending policy, values-aligned investing, and the emerging role of artificial intelligence in foundation…
-
How to produce financial statements after year end
Our year end is December and we post the adjusting journal entries, which affects funds, by May or June of the following year. In that time, we are not able to produce financial statements for the new fiscal year. Until we can post the adjusting journal entries, then I can produce financial statements to date. Which are…
-
Do other organizations have professional liability coverage?
A primary consideration is that we serve in an advisory role to our DAF holders; they often look to us as experts, and the guidance we provide carries perceived authority. Because of that, we’re trying to assess whether this creates exposure that warrants this type of coverage. Thanks in advance for any input you can…
-
Feedback needed on donation workflow
Hi everyone, I’m looking for feedback on our current donation workflow to see where we might improve efficiency, strengthen internal controls, or streamline steps. We have a part-time gift entry person and another staff member who assists with gift entry. Below is our current process: Current Donation Workflow Mail Opening…
-
Custom reports - DAF holder insights
We're looking to pull some custom reports to take a look at how our DAF holders use Foundant. Everything from how often they log in, grants requested, grants sent, donations, etc. Does anyone have a custom report they like that they could recommend to pull in several object fields from the system?
-
Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…
-
Filing 1099s
Hello! I saw a post from 2025 about 1099s here which was helpful. I just wanted to make sure I understand that we aren't able to file a 1099 within CSuite, correct?
-
End of year and IRS guidelines
Hello everyone! This is our first "end of year" as a foundation and I'd love any tips and best practices you have to share. These are the main things we are tracking: Donation Cutoff for Tax Year Only donations received or postmarked by December 31 can be included in that tax year. For checks, use the postmark date if…
-
How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
-
Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
