I am the Director of Communications for the Community Foundation Alliance. We just converted our CRM/financial software to Community Suite, and we currently use Foundant for scholarships/grants. Excited to be fully engulfed in all things Foundant!
Hi, Kristi! Nice to see you hear in Compass! :)
Hi Kristi. I am with the Hancock County CF in Central Indiana. We had a CSuite Financial group meet-up last week and gauged the level of interest in having one that was CRM focused. It looks like we will be having one the last Thursday of January from 2-4 (virtual.) Hop on over to the Indiana room for (hopefully) more discussion! We will be having another finance focused meet-up on October 29, 2-4 that will focus primarily on custom reporting and balance swap. https://community.foundant.com/funders_community_foundations/discussion/311/indiana#Item_11