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Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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Disaster Relief Resources
Hello All! We know the weather events of the past week have been devastating to so many of our clients and their surrounding communities. If you need resources for disaster relief granting checkout our sample application (we can put it directly in your site), the Disaster Philanthropy Playbook, and reach out to our Success…
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New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Indiana CSuite User Meet-up--May 21, 2024!
Our next Hybrid CSuite Meet-up will be May 21, 3-4:30 If you didn't get the email invitation from Foundant, you can find the registration link here: https://info.foundant.com/2024-05-21CSuiteINHybridMeetUp_RegistrationLP.html
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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…
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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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Program Scholarships
We have a new scholarship opening that is funded by several smaller scholarships. Students will apply to the one "master" scholarship and the financial awards will come from the individual funds. Wondering if anyone has had this situation and figured out how to simplify/streamline the award process in SLM and CSuite. Thank…
