Explore the latest discussions in Compass!
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
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…
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
We are going to start selecting a few funds that will have assigned grant letter templates. Or rather we are going to start adding funds to a few special grant letter templates. If you do this please share how you accomplish the following: 1) How does your grant processor know a template is assigned to the fund so they…
What language do you use in grants paid at award through ACH? We use to process checks, but now our bank is stopping the service, and have to quickly move to ACH. Our award letters used to have the following language: By depositing the checks, your organization certifies that, to the best of your knowledge and belief, no…
Does anyone have a template to share for their "in memory of / in honor of" tributes? Thank you!
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
