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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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Quickbooks replacement software
We are a Mac office and don't want to move to QuickBooks Online now that QuickBooks has phased out Mac support. Has anyone made the change to a new software that they are happy with? We have 10 companies, and it is primarily only banking records and pulling reports, TB, BS, IS, and journal entries. Any insight? Suggestions?
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ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
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Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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Donations Postmarked before End of Year
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Looking for a conditional formatted check template example for multiple signers
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
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Does anyone else have challenges with unidentified stock gifts?
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's…
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Converting Organization structure in CSuite?
Hello Everyone, My organization Cambridge Community Foundation is planning to convert from a traditional Trust-based non-profit foundation structure to a Corporate non-profit foundation structure. I am wondering if there's any documents or user experience from other CSuite users on the method to convert organization…
