-
Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
-
Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
-
Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
-
Note keeping across staff
Hi - I searched but couldn't find this thread already. We have several staff out in the community having conversations with orgs, performing site visits, etc and want to establish a good way of sharing that information across the team. How do other CFs track notes and takeaways from meetings with nonprofit orgs and other…
-
Merged fields in TY letters
Hi! We are retooling our TY letters for the new year. We currently used merged fields such as name, address, donation amount, fund name, date, check #, etc. We would love to be able to merge the fund purpose (current CSuite field) into the TY letter as well. Is that a possibility? Any tips greatly appreciated. Thank you…
-
Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
-
Successor advisor form
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
-
Grant Acceptance Forms & Best Practices
Hi All, I am reaching out for your best practices when it comes to signing grant acceptance forms. Currently, our Foundation has a grant acceptance form built out in GLM that is assigned as a follow-up form. Below are the questions that we ask regarding authorization to sign/accept. Most often, we find that the person who…
-
Would anyone be willing to share an example of their process summary?
Hi, we are a family foundation in CT and I am in the process of working on our grant application in the GLM. We do not accept unsolicited proposals. However, any example of a process summary would be useful; just to get me started :) TIA!
-
How do other Canadian foundations produce a receipt report for their audit and T3010?
Hi, I am trying figure out how to get a report that has our receipt numbers on for our auditors. There are so many fields to pull for a custom report and I have been unable to produce one. We also switched from RE to CS mid-fiscal year.
-
managing the number of applications per quarter
I am a new grants administrator for a small community foundation. The foundation currently accepts applications quarterly, but the number of applications received varies a lot and some quarters, the Grants Committee (3 board members and the foundation ED) complains that there are too many to review. They would like 15 - 20…
-
As a CF, how do you determine who is eligible to receive your annual unrestricted grant dollars?
Our unrestricted Community Endowment has received its first large estate gift. To this point the grant distribution from the Community Endowment has been very small. We would like to learn more about the process to determine grant recipient(s). Does the community foundation have specific areas of interest when granting…
-
Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
