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Greater Manhattan Client Onsite
Wrapped up a great day of onsite training with The Greater Manhattan Community Foundation last week! 💼✨ Nothing beats face-to-face collaboration and hands-on learning. Thanks to the whole team for the warm welcome and active participation — you made it a success! 💪📚 #Teamwork #ClientSuccess #InPersonLearning @Mitzirichards…
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CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding…
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Incentivizing Fund Adviser Portal Use?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
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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…
