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Sessions Descriptions & Agenda!
Agenda :)
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Hello to all!!
I am excited to see you all next week! 🤩 Lacey Matney · she/her Grants Manager · James F. and Marion L. Miller Foundation Portland, Oregon lacey@millerfound.org www.linkedin.com/in/laceymatney
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Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
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Zeffy Software
Anyone have experience using Zeffy?
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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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March Top Members!
Happy April 💐! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout March! 🎉 Let's give a round of applause to: @juliedowell, @StephanieOverbey, @JohnAmoroso, @HeidiTalbott, @DebbieStanton, @MeghanBaylor, @RaelynnMackenzie, @MeganDeHoog, @LaurenJenkins, and…
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Has this happened to you? Deceased a profile record and now Community Suite is haunted?
I set a profile record to 'deceased' and suddenly all the text in our Community Suite instance started bleeding - I assume our instance in haunted now? I tried Goo-ghoul to find a techxorcist, but that turned up nothing. Has anyone else experienced this before? Thanks, Mitch Hollberg PS - For reference, the donor name is…
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Federal Funding Survey
Hello, all! To start off our Flathead Nonprofit Forum, we are curious to learn if your organization is affected by any recent changes to federal funding. Have you laid off any staff? Have you cut or reduced any programs, projects, or services? Have you directly lost grant or program funding that was previously secured?…
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Upcoming Invitation: Discussion on Impact Investing with Skye Weber
We’re excited to share that you will soon receive an invitation to join Skye Weber from our product team, on March 24th, for a discussion on impact investing. This session is a discovery meeting to determine how we can enhance the product to streamline workflows for impact investing. Keep an eye out for the invitation in…
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Designated Scholarship Conflict of Interest
We have several designated scholarship funds where the selection committee is made up of the school/outside personnel (principal, guidance counselor, etc.) and we have no part in the selection process. Do you have the school sign some type of conflict of interest form and if so, would you be willing to share?
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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Forum Rules & Conduct
Welcome to our new discussion forum consisting solely of Whitefish Community Foundation grantees! This forum is established to foster connections and allow for quick access to local information regarding nonprofit management and program delivery in the Flathead Valley. Forum Rules: 1. Make yourself at home Feel free to…
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Guidestar Quarterly Push
Good morning! When we were at Tempe for training, I heard someone mention receiving a quarterly push from Guidestar. I would like to know more information about this and what it involves. Thanks, in advance!
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2024 Year in Review
Enjoy scrolling through this recap of 2024 community activity in our annual edition of the Compass Year in Review! Thank you for all your contributions, and being part of our community for philanthropy! In 2024 we had…. 664 New members 356 New discussions 651 New comments 242 Contributors 71 Questions answered 66, 967…
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Donations Postmarked before End of Year
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
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CSuite | Using a Fund Statement for Distribution Letters
We loved connecting with you at the Foundant Forum and diving into the details of fund accounting! 🎉 One of the key topics that sparked interest was using fund statements to send distribution letters—and we’re here to help! ✅ Streamline your communication by leveraging fund statements to generate clear, donor-friendly…
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February's Top Trailblazers 🌟
Happy March! Kudos to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! 🎉 Let's give a round of applause to: @DebbieStanton, @MeganDeHoog, @AndreaGerhard, @MichelleSchneider, @JoeyGreshowak, @AngelaFarnquist, @teraalbrecht, @AmandaHester, @codifarrar, and @LuisLeon!…
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Session 2B: Strategies for Fund Accounting Complexities (Impact Investing)
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CSuite Fund Accounting | Financial Reporting + Financial Views
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | End of Period Workflows
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting + Strategic Advancement | Overview of Newer Functionality
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | Configuration and Settings Optimization
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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CSuite Fund Accounting | Cash Management and Balance Swaps
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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Have you met these Top 10 Members? (Plus, new Leaderboard Challenge!)
Congrats to the following Compass members for being our Top 10 All Time Leaders to-date! @KentWeimer @BettieStammerjohn @TomWickersham @LornaSandberg @CelesteCarlson @CarolReynolds @LisaDiehl @JennieGeisheimer @TrishBachman @GaryWise Click their names to view the profile or send a message to any of these community members,…
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GLM/SLM - Take Your Evaluations to the Next Level
This Compass thread will be for discussion of evaluations and the tips & tricks outlined in this session! Slides and other resources will be posted here after the training.
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SLM- All Things Communication
This Compass thread will be for discussion of all things communications and the tips & tricks outlined in this session! Slides and other resources will be posted here after the training.
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GLM/SLM - Integration 2.0
This Compass thread will be for discussion of Integration 2.0 and important considerations outlined in this session! Slides and other resources will be posted here after the training.
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SLM - Navigating Essay Questions and 3rd Party Prompts
This Compass thread will be for discussion of essay questions & 3rd party prompts outlined in this session! Slides and other resources will be posted here after the training.
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GLM SLM Unique Workflows
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
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GLM Approvals, Agreements and DocuSign
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
