I was curious if anyone has stripe fees going into a separate fund at your organization versus going back into the fund the donor is making the donation to. If you do, is it your operations fund or did you create a new fund? I'm also curious if other foundations are covering the cost of the stripe fee if the donor doesn't…
We only cut grant checks twice a month, it has been that way forever.
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
Hi, I'm trying to find a way to record a funds 2024 spendable to another fund as Deferred Revenue. We've been granted XXX dollars from this year to spend on an IT upgrade that will happen in 2025. To keep our budget balanced, I would like to defer the revenue until next year when the expense will take place. Any…
Hi friends! I'd like to hear from anyone using software to help with board meetings. I'm starting to ponder the value of having software like OnBoard, Diligent, etc., that will help produce agendas, manage attachments, help automate the process of taking minutes, follow-up, etc. I'd love to hear your recommendations and…
We are creating a Data Strategy cross-departmental team at our CF to address data governance and management (and eventually broader strategy related to our strategic goals). Is anyone willing to share their data management plans or data governance policies? We would very much appreciate seeing other examples. Attached are…
Hi, TCF transitioned to CSuite in September 2020 and is seeing the need for a FT role to focus primarily on CSuite, and help our teams use it to its maximum ability. (We are a staff of 19.) I am proposing that the role be focused on marrying our internal operations to our strategic goals with CSuite as the explicit tool to…
As our loans become more robust, we are looking for loan software that is more sophisticated. We'd like the software to create an amortization schedule for us and process the payments. What loan software are other community foundations using? Please share your recommendations.☺️
Hello, Does anyone have a general credit card policy and credit card use agreement they could share? Thank you.
Hello all, Our Foundation currently runs 1 grant cycle per year (4 different Grants), with applications opening in Feb to March. Then April/May are adjudications, decisions etc. and payments are in June. The funding usually targets projects for the summer and remainder of the year, but they can also use the funding up to…
