-
New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
-
Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
-
Best practice for inviting applicants to apply
I am working with a Foundation that is implementing Foundant. Although they will import historical data, that will happen after go-live. Currently, they offer a single stage, invite only application. We've been exploring the options for inviting applicants to apply, and would like to poll other foundations for their best…
-
Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations? Thank you! Sally Hermann St. Croix Valley Foundation
-
Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
-
Procurement Software: Is anyone using procurement software and interfacing it with CSuite Vouchers?
Hello, We are looking to improve and streamline our invoice payment process. Wondering what other Foundations are doing. Does anyone use procurement software and interface it to CSuite to create vouchers? We would appreciate a conversation if you have any ideas. Thanks in advance for you thoughts! Elaine Nedder Stewardship…
-
Cryptocurrency Donations
Hello! Does anyone take Cryptocurrency donations? We recently received our first one through Engiven and I'm just wondering what the process for the audit was like. Also, We did not treat this gift like a gift of stock, it was entered like a normal ACH gift. However, we were not sure how to enter it and account for the…
-
Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
-
Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
-
Bequest Scam Warning
Hello all, We wanted to make everyone aware of this scam that was attempted on our Community Foundation. Please share this! We received an email (copied at the bottom of this post) from someone stating his mother, Julia Sadler, had recently passed away and indicated in her trust that she would like donations made to…
