1) What are your procedures for closing a fund that is currently in an investment pool? 2) Do you have a policy that explicitly states these procedures that the fund holder receives/signs off on as part of the onboarding process (i.e. Fund Agreement and/or Terms & Conditions)? If so, could you please share? Our current…
I'm curious to know if any of your donors have given you feedback about the new format for scholarship fund statements, now that the statements don't give any student information. In previous years, our scholarship fund statements indicated the name of the college or university. When we switched to CSuite, we were only…
