We have a donation posted to a Profile which is actually from several Donors. We need to reverse the original donation and post the correct donations. (We have posted a negative donation amount and this works, but we've found you can't edit a negative amount in the Donation record.) How do you post a reversal of a donation?
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
Does anyone use Stripe to process recurring ACH donations? Is there a way to link these donations to a promise or pledge?
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...
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…
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…
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
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…
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…
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…
