-
Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
-
ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
-
New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
-
Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
-
Indiana CSuite User Meet-up--May 21, 2024!
Our next Hybrid CSuite Meet-up will be May 21, 3-4:30 If you didn't get the email invitation from Foundant, you can find the registration link here: https://info.foundant.com/2024-05-21CSuiteINHybridMeetUp_RegistrationLP.html
