Hi! As promised on our user group yesterday, I attached the PDF and word version of our fund statement. Feel free to steal and modify! Also feel free to share your templates as well.
Thank you to everyone who participated in the meet-up last Thursday! Please "save the date" of October 29 from 2-4 for our next one. The primary subject areas will be (more) custom reporting if desired and balance swap!
@MarieFelver I wanted to come on belatedly and thank you so much for posting your fund statement template examples - we just finished up our annual fund activity mailing, and the learning curve for these templates in CSuite was STEEP. Your examples really helped me out as. I muddled through in January with getting our template in order. Thank you! (I'm also in Indiana! Way down in Evansville!)
I have a question regarding Community Suite set up: is the distribution type 'NI :Net Income' a default that has a standard application across the board for all CSuite users, or is it made specific by each CF?
After yesterday's virtual Indiana Foundant CSuite Meet-up, I took a look in the Idea Lab and I had posted in there already about getting an email when check approvals happen. I would appreciate it if you would vote! I took a stroll through and upvoted several that would be helpful as well.
If you have an idea you would like voted on, please share!
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
Thank you, everyone, for joining us yesterday and participating in the discussion. I hope you found it a good use of your time. Someone asked me to review my "tip" I shared about how we handled memorial gifts and I forgot to go over it again. It is pretty close to the beginning of the recording (Brittany sent you a link) but I have included a screenshot of a recent social media post here and our donor portal. We "unpromote" the fund after a few weeks.
I would love to hear some feedback about a topic/topics for the next Indiana CSuite Meet-up. We are tentatively planning the meeting to be on March 9 from 2-4 pm ET.
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Hello all! Happy to connect with fellow Hoosiers!
Hello from Northeast Indiana.
Hello from Northwest Indiana!
Hello from Northeast Indiana!
Hi Indiana folks! What are the biggest trends and challenges you're seeing in your state right now in regards to philanthropy?
@CarolReynolds @JenniferShultz @jessicamace @AaronKennerk
Kara Adams, M.Ed., CAE (she/her/hers)|Community Manager|kara.adams@foundant.com
Headquartered: Bozeman, MT| Remote Location: Chicago, IL | Direct: 312-802-1374 |www.foundant.com|
Hello from Indianapolis, IN!
Greetings from Noble County, IN!
Glad to be a part of this network, from Boone County!
I look forward to better times when we can meet in person, from Indianapolis!😎
Hi! As promised on our user group yesterday, I attached the PDF and word version of our fund statement. Feel free to steal and modify! Also feel free to share your templates as well.
Thank you to everyone who participated in the meet-up last Thursday! Please "save the date" of October 29 from 2-4 for our next one. The primary subject areas will be (more) custom reporting if desired and balance swap!
Thanks Carol!
Don’t forget to register for our next Indiana CS Accounting Meet-up!
https://info.foundant.com/2020-10-29CSuiteINVirtualMeetUp_RegistrationLP.html
Thank you for the reminder, Carol.
@MarieFelver I may have to show other clients your fancy fund statement! Nice work!
Skye Weber, POPM (she/her/hers)| Product Owner-CommunitySuite | skye.weber@foundant.com
Remote Location: Enid, OK | Direct: 406.922.5140 | www.foundant.com|
Hi All from Sweet Owen County!
We are just in the process of migrating in early April. I look forward to learning from you all!
Maria.
Welcome to Foundant Maria!
We switched from GIFTS Alta to Foundant in 2016.
You are going to love it here!
Dayna D. Brady
Nina Mason Pulliam Charitable Trust
@MarieFelver I wanted to come on belatedly and thank you so much for posting your fund statement template examples - we just finished up our annual fund activity mailing, and the learning curve for these templates in CSuite was STEEP. Your examples really helped me out as. I muddled through in January with getting our template in order. Thank you! (I'm also in Indiana! Way down in Evansville!)
JE
Database Manager
Community Foundation Alliance, Inc.
communityfoundationalliance.org
Hi Indiana! Just a quick heads up that we have been working with Indiana Philanthropy Alliance on an Indiana GLM, SLM, CSuite Virtual User Group to be held May 7. To view the agenda and register, click here - https://info.foundant.com/2021-05-07GLMSLMCSuiteIPAVirtualUserGroup_RegistrationLP.html
Darah Moore
Marketing Event Manager
Foundant Technologies
Awesome! Thank you, Darah.
Dara when will the next one be? It was a great session, we picked up a few pointers!
Hi @MariaOConnor. So glad to hear that you enjoyed the User Group. The next Indiana event on the schedule is a Meet Up on 8/25. More info to follow.
Fellow Hoosiers:
I have a question regarding Community Suite set up: is the distribution type 'NI :Net Income' a default that has a standard application across the board for all CSuite users, or is it made specific by each CF?
I see the next meet up is August 25th, but I haven't received an invitation to attend: where do I go to register?
Hi @ChrisGrover
The next virtual Indiana Meet Up is scheduled for Wednesday, August 25. Here is the registration link for anyone who missed the email invite:
I hope to see you next week,
Darah
Thanks so much - registered!
After yesterday's virtual Indiana Foundant CSuite Meet-up, I took a look in the Idea Lab and I had posted in there already about getting an email when check approvals happen. I would appreciate it if you would vote! I took a stroll through and upvoted several that would be helpful as well.
If you have an idea you would like voted on, please share!
http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/40726069-check-approval
check approval
It would be great to get an email when check approval has been done by the approval so the person who prints/posts the payments would know it was time to continue the process.
idealab.foundant.com
While we are campaigning for Idea Lab ideas, I would appreciate your votes for additional payment type options on recurring donations (for example, debit authorizations.) http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/34287346-duplicate-and-recurring-donations
Thank you, everyone, for joining us yesterday and participating in the discussion. I hope you found it a good use of your time. Someone asked me to review my "tip" I shared about how we handled memorial gifts and I forgot to go over it again. It is pretty close to the beginning of the recording (Brittany sent you a link) but I have included a screenshot of a recent social media post here and our donor portal. We "unpromote" the fund after a few weeks.
I would love to hear some feedback about a topic/topics for the next Indiana CSuite Meet-up. We are tentatively planning the meeting to be on March 9 from 2-4 pm ET.