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Finance & Operations

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

Navigating a New Normal for Accounting Processes and Roles

CrystalMacmillan 32 views 0 comments 1 point Started by CrystalMacmillan June 3
Best Practice for Donor Record Retention in CRM Software

BethNuttall 31 views 1 comment 5 points Most recent by HeidiFindlay May 25
Sharing 990's with reviewers

garrettmarch 21 views 1 comment 0 points Most recent by HeidiFindlay May 25
Updating a Grant Contract

MaximilianEyle 12 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 42 views 3 comments 2 points Most recent by MindyNuhring May 25
Best time of the year to make the switch to C-suite from FIMS

MarnieChristopherson 32 views 5 comments 2 points Most recent by JesikaEllis May 12
Annual Reports vs. Community Reports

ReneeCouser 44 views 2 comments 1 point Most recent by KaraGeiger April 23
Moving recurring donations to CSuite/Stripe

coreygetchell 21 views 0 comments 0 points Started by coreygetchell April 14
Electronic Grant Payments Transition

elizabethfinch 284 views 11 comments 0 points Most recent by CherylLindstrom April 8
Taking sub accounting back in house from investment company

CrystalMacmillan 30 views 0 comments 2 points Started by CrystalMacmillan March 26
How has your foundation managed database functions / jobs internally?

LaurelShulman 42 views 2 comments 5 points Most recent by Jennymolyneaux March 22
Can you share your grant agreement language for multi-year grants?

Answered karynmckelvey 160 views 6 comments 5 points Most recent by LauraWickizer March 22
Restricting funds committed to multi-year grant agreements

CariGutheil 31 views 0 comments 0 points Started by CariGutheil March 11
Fraudulent Activity

JenniferBrambley 55 views 5 comments 2 points Most recent by JenniferBrambley March 4
Agency Fund Third-Party Donations

CathyWright 89 views 11 comments 0 points Most recent by CathyWright March 1
Family Foundation Historical/Impact Reports

AndreaBerman 14 views 1 comment 5 points Most recent by KatherineScott February 25
Determining When Your Foundation is Listed as a Beneficiary

ErikaWarren 25 views 2 comments 5 points Most recent by KarenWolf February 22
Template Questions

BryanGeary 204 views 1 comment 10 points Most recent by MarieFelver February 4
Payroll Service Providers

SallyGillespie 34 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 39 views 16 comments 1 point Most recent by NeilDiBernardo January 28
Best Practices for using ACHs

LindaCleveland 244 views 9 comments 4 points Most recent by BeckySchroeder January 21
Moved: Templates for cSuite

Closed KaraAdams 1 view 0 comments 0 points Started by KaraAdams January 19
Spendable Balance for Endowed Funds - checking or invested - Community Suite

Answered MissyBelles 42 views 1 comment 0 points Most recent by BettieStammerjohn January 13
Balance Sheet Trends

Answered BillAndrews 46 views 1 comment 1 point Most recent by BryanGeary January 6
Moved: Financial Reporting

Closed PeterPfankuch 1 view 0 comments 0 points Started by PeterPfankuch December 2020
Keeping paper records (vs. everything online)

LucySilva 55 views 3 comments 5 points Most recent by HeidiFindlay November 2020
Spending Policy

EmmaSchwarz 37 views 0 comments 2 points Started by EmmaSchwarz November 2020
Budgeting Software

TylerGreuel 138 views 9 comments 2 points Most recent by JulieWright October 2020
How to run and/or create a report that captures historical donation information by donor?

Answered sarahdixon 34 views 2 comments 3 points Most recent by sarahdixon October 2020
Paperless agreement letters

PritiMehta 43 views 3 comments 0 points Most recent by DeirdreHamill October 2020