Explore the latest discussions in Compass!
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?
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
Does anyone put the annual rate of return on your fund statements?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
Hi all, On the Fund Advisor Portal, we are contemplating changing the label "Available Cash" when the show available cash option is enabled on a fund record. Does anyone have thoughts on this area? Would "Available to Grant" be a better option? Unlike the tabs in the portal, this is a hard coded field and would need to be…
