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Tax/Gift Receipts - Advisor Portal
We are new to CSuite as of June '22 and still working through some new process and procedures. One item that we were excited about was the functionality of tax receipts being auto-uploaded to the fund advisor portal after they were processed. However, it came to our attention that either we weren't properly trained or…
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Scholarship letters of recommendation
Will your organization or has your organization eliminated letters of recommendation from your scholarship applications? (Unless it's part of the scholarship fund agreement, of course). I'd be interested to know your organization's thoughts about that. Thank you! Lee O'Neil (she/her/hers) Community Foundation of Fayette…
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Vote on idea to inactivate Grant Types & help with 2022 data clean up
It's 2022 and my org is now 3 years into using the GLM and CSuite - lots of learning since we started. We would like to mark some grant types we had at the beginning as "inactive" as they no longer are doing the trick, but they are attached to historical grants, which we would like to keep. If you are in a similar…
