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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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How does your organization break down fund groups, subgroups, divisions, and segments?
Hello! We're currently evaluating how we utilize the organization of fund groups, subgroups, divisions, and segments and would love to hear how other community foundations are using these categories. Currently we use group like fund type - as in endowments, DAFs, fiscal sponsorships, scholarships, and community funds. But…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? What…
