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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!
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Universal Fund Agreement
Hello, We are looking at revising fund agreement templates, possibly to a more universal template. Would anyone have a sample to share, as a starting point? Thank you! Sally Hermann
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Sharing Fund info (not permissions) with non-Advisor family/descendants?
Good morning, Years ago, we had a sub-fund created in honor of "Sally" by one of our Affiliate Fund boards after her passing. The Fund supports the grantmaking activity of the Affiliate so the Affiliate is the technical Fund Advisor. The granddaughter of "Sally" now wants to get engaged with the fund and maybe help it…
