New Compass Tour! (May 2023)
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Sharing Fund info (not permissions) with non-Advisor family/descendants?
Good morning, Years ago, we had a sub-fund created in honor of "Sally" by one of our Affiliate Fund boards after her passing. The Fund supports the grantmaking activity of the Affiliate so the Affiliate is the technical Fund Advisor. The granddaughter of "Sally" now wants to get engaged with the fund and maybe help it…
Gift Entry for Checks from Retirement distributions and from Estates
Good morning, I have two questions and am looking for best practices or suggestions for both: For a check from a retirement distribution that comes from the financial company, do you treat that like a soft credit and enter the finance company as the donor and then the donor as Donor Advisor? It seems like since the company…
Identifying Volunteer Stewards
We would like to identify our Volunteer Stewards in CSuite and wonder how others might be doing this. We don't want to make them Foundant users. Currently I have them set up in the Relationship tab with a Relationship Type of 'Volunteer Steward'. With the addition of Custom Fields I'm wondering if there is a more efficient…