Indiana
Comments
-
Hello! On our user group call, I offered to share a fund statement template that included a cover letter. Attached is an example. This is the only time we included a cover letter on the fund statement template, but I hope to do so again when we do
our annual fund statements in a few months.
3 -
Attached is the fund statement template with letter and glossary that we used for the second of our annual statements in August. We use statement accounts for our reporting, which is why 'Error! Missing test condition' appears for those lines in the statement itself.
1 -
Attached is the fund statement template with letter and glossary that we used for the second of our annual statements in August. We use statement accounts for our reporting, which is why 'Error! Missing test condition' appears for those lines in the statement itself.
1 -
Hello, all you fine Hoosier folks! Our next Indiana virtual CSuite Meet-up is March 9, 2:00-4:00 pm. Invitations are rolling out next week but you can register here-- https://info.foundant.com/2022-03-09CSuiteINVirutalMeetUp_RegistrationLP.html
Spread the word to anyone you know who is an Indiana CSuite user, please!
3 -
Hopefully you have all registered for the upcoming Indiana CSuite Hybrid Meet-up we are hosting on Thursday, October 19 at 3:00 - 4:30pm ET. If you didn't receive an invitation, please contact Emily Szewczyk at Foundant.
2 -
This is the idea in Idea Lab that speaks to the need to have more fields available in the envelope template.
1 -
Just a note to let everyone know you should have gotten an invitation from Foundant today to a CSuite Indiana Hybrid Meet-up that will be about how to utilize CSuite for Gift VIII. If you didn't receive the invitation, please contact emily.szewczyk@foundant.com.
3
