Our community foundation currently manages many deferred gift annuities (DGAs), and we just took in our first regular charitable gift annuity (CGA)! Up until this point, we haven't been utilizing the Split Interest Module within Foundant. As we scale up and look to streamline our processes - particularly with managing…
Hello! We're using Asana as our new PMS. I've implemented it at other orgs, but not at other CFs. I'm wondering the following: Has anyone done any customizations/dependencies they've found helpful? Any tips or tricks they recommend? Any Foundant integrations on their way? Or workarounds recommended? Again, I'm familiar…
We are converting to First Horizon Bank and I am having issues with the company name header on the NACHA file. They want it to be a specific header in all caps that they have created and for business purposes, I cannot change our name within CSuite to their specifications. Has anyone else encountered this issue with First…
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…
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…
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…
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…
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?
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…
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?
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