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 Affilia…
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…
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 wi…
