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CSuite Fund Accounting Session Slides and Resources
End of Period Steps and Workflows - support article End of Period Customizable Checklist - download and customize the checklist
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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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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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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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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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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🤝
