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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Adjust admin fees; set admin fee max
Hello all, I'm trying to 1) make adjustments to the 3Q2022 admin fees on just 9 of our 86 agency funds and 2) trying to figure out how to set a maximum fee charged to our agency fund fee groups per fiscal year. We have two fund fee groups that we've agreed to charge a maximum of $10,000 per fiscal year on these fee groups.…
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Do you use variance power in your Agency Fund Agreement?
Hi all! We are having some conversations with our auditors about agency funds and I would love to have you fill out this little survey asking if you use variance power language in your agency fund agreements - thank you so much for filling out this survey! Missy Belles Gifts & Grants Administrator Whatcom Community…