Comments
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Hi Leeann, We moved to DocuSign for our new Fund Agreements starting in 2020 when we went to remote work. Now that we are back in the office at least a few days a week, we will prefer live signatures, but will continue to use DocuSign when most convenient for the donor. Ann Community Foundation Sonoma County
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This is very relevant as we are looking into budgeting/financial reporting software now. We've been on CSuite for a year now and, as great as it is, does not have very good budget forecasting or financial reporting options. I don't want to have to invest in another application, but we need something more robust in…
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Our CF is undertaking a significant DEI project. We established a task force made up of cross-departmental staff and board members; they then selected and we retained a DEI consulting firm. We are now about to begin a 1 to 1 1/2 year process which will include all staff, board and other stakeholders. More to come...
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We provide our board a quarterly listing of all approved grants, with a one-page summary by category of grant (separated by DAF/CAF grants and Program grants). And we also include the full alphabetical listing of grants for the year, by grantee, # of grants and total $ of grants. I've attached a sample of the cover sheet;…
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Hi Jennifer, Similar to you, we do revenue share monthly, but provide quarterly fund statements to your donors. However, we have a handful that need them monthly (agency funds) so we provide their online fund statements monthly. We provide interest/dividends and roll-up realized/unrealized gains into one figure for the…
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We are just finishing our first audit in CSuite as well. Once they had access, and a tutorial, they were able to do most of the testing and validating they needed. For the audit report, it was helpful, but we still did most of the work with that report in order to export the info into our Net Asset Roll Forward workbook.…
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Hi Alyse and Mike, Happy to meet fellow west coasters! We are a CF up in Northern California. Ann Butterfield VP for Finance and Operations Community Foundation Sonoma County
