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Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
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Fund has an assigned template tracking
We are going to start selecting a few funds that will have assigned grant letter templates. Or rather we are going to start adding funds to a few special grant letter templates. If you do this please share how you accomplish the following: 1) How does your grant processor know a template is assigned to the fund so they…
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Creative ideas for Donor Recognition events or themes?
Hi there - we would like to hold a donor recognition event for our fund advisors, and were wondering what others do that may be unique or creative. We have had charities speak before, and were thinking of a charity tour, but also wondering how others added some ooomph and value, for the donor and for us an organization?
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Moved: Looking for best ways to use CRM functionality in CSuite for small to mid-size Community Fou…
This discussion has been moved.
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New Donor and online donor stewardship
We've just finished our second year using CSuite including the online giving functionality and are seeing an increased # of gifts and average gift $ for our online gifts. This has led us to re-examine how we intersect with these donors. Do you utilize the auto-tax receipt feature in Csuite and/or the auto-tax receipt in…
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New Donor Report
Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with the donation fund included. I've not been able to get a custom report to work. If you have a report that works and wouldn't…
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Corporate/Employee Scholarships
Our team is working with a donor to establish a scholarship program for his employees. This is new to our foundation, and we want to ensure we set it up correctly. Is anyone willing to share their agreement language, criteria, scholarship committee makeup, process for working with HR to make sure you are meeting the…
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Impact reporting for donors
I am looking for examples of grant impact reporting to donors that contribute to area-of-interest funds. (not Fund Advisors.) We treat these donors like "shareholders" of the Funds to which they contribute and want to be able to present simple reports that help these donors know what impact they are having in our community…
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Who (platform) have you used to do a "text to donate" at your event/gala?
We're looking to keep things sweet and simple with this year's gala "ask" and would like to go the route of "text to donate." What platform have you used? How did it integrate with Stripe?
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What are a few of your year-end giving tips and tricks?
During today's Coffee Talk attendees shared tips and tricks on how they navigate the busy year end. Let's continue to crowdsource ideas here!
