Compass

A Foundant Community

Finance & Operations

Share questions and ideas about managing organizational finances operations.

Measuring progress at a Community Foundation through data analytics or key progress indicators

MindyNuhring 101 views 8 comments 2 points Most recent by hankdrew January 24
Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds

HollySpitz 112 views 8 comments 11 points Most recent by JulieKlipp December 2021
Cryptocurrency donations

MinalPatel 331 views 23 comments 4 points Most recent by RandMorgan December 2021
Best Practices for Agreement Terms for Capital Grants

JenniferBligh 28 views 3 comments 1 point Most recent by TomWickersham December 2021
Market Earnings as Spendable

Answered AmyOwen 43 views 2 comments 1 point Most recent by kathleensayce December 2021
ACH-verify bank information

Answered MinalPatel 65 views 3 comments 1 point Most recent by DeborahMueller December 2021
Annual transfer of Operating Net Income to a Reserve Fund?

Accepted Answer MariannePlath 38 views 1 comment 1 point Most recent by BryantSchwartz December 2021
Bequest Valuation - Stepped Up or DOD

MissyBelles 48 views 1 comment 2 points Most recent by KaraAdams November 2021
E-Checks

JenniferBrambley 60 views 1 comment 1 point Most recent by KaraAdams November 2021
Program Officer vs Senior Program Officer?

Answered RyanCampbell 55 views 5 comments 10 points Most recent by RyanCampbell September 2021
Can you share your grant agreement language for multi-year grants?

Answered karynmckelvey 241 views 10 comments 5 points Most recent by JoyceBrasher September 2021
Best Practices for using ACHs

LindaCleveland 489 views 15 comments 5 points Most recent by WendyVendel September 2021
Capital Projects- Payment After Work has Already Been Done

MichaelaYoung 14 views 0 comments 1 point Started by MichaelaYoung August 2021
Fraudulent Activity

JenniferBrambley 75 views 6 comments 2 points Most recent by BonnieFadel August 2021
New Auditor Search

JenniferBrambley 21 views 0 comments 1 point Started by JenniferBrambley August 2021
L3c Investments in Low Profit Organizations

Answered LisaBoxWilliams 41 views 3 comments 3 points Most recent by BradMWard August 2021
Impact Investing

HollyMorrison 25 views 0 comments 1 point Started by HollyMorrison July 2021
Moving recurring donations to CSuite/Stripe

coreygetchell 103 views 2 comments 5 points Most recent by coreygetchell July 2021
Finding an investment advisor for the small but growing community foundation

MerrellBergin 22 views 3 comments 10 points Most recent by MerrellBergin June 2021
Best time of the year to make the switch to C-suite from FIMS

MarnieChristopherson 57 views 6 comments 2 points Most recent by MicheleJeican June 2021
Navigating a New Normal for Accounting Processes and Roles

[Deleted User] 72 views 0 comments 1 point Started by [Deleted User] June 2021
Best Practice for Donor Record Retention in CRM Software

BethNuttall 52 views 1 comment 5 points Most recent by HeidiFindlay May 2021
Sharing 990's with reviewers

garrettmarch 23 views 1 comment 0 points Most recent by HeidiFindlay May 2021
Updating a Grant Contract

MaximilianEyle 14 views 1 comment 0 points Most recent by HeidiFindlay May 2021
Annual Reports vs. Community Reports

ReneeCouser 42 views 2 comments 1 point Most recent by KaraGeiger April 2021
Electronic Grant Payments Transition

elizabethfinch 350 views 11 comments 0 points Most recent by CherylLindstrom April 2021
Taking sub accounting back in house from investment company

[Deleted User] 31 views 0 comments 2 points Started by [Deleted User] March 2021
How has your foundation managed database functions / jobs internally?

LaurelShulman 53 views 2 comments 6 points Most recent by Jennymolyneaux March 2021
Restricting funds committed to multi-year grant agreements

CariGutheil 35 views 0 comments 0 points Started by CariGutheil March 2021
Agency Fund Third-Party Donations

CathyWright 92 views 11 comments 0 points Most recent by CathyWright March 2021