Comments

• We have a policy for this...I have attached it for you...happy to chat about how it actually works from the accounting side.

  in Single Third Party Invested Funds Comment by DorenaGeary December 2023
• I do not allow auditor access into my system...we have information in our system that they just don't need to see in the scope of the audit.

  in Auditor Access Comment by DorenaGeary December 2023
• We just held our TOAST! event for donors. We had 6 tasting stations of food paired with a wine tasting and a cocktail tasting. Our board and staff attended as well, mixing and mingling. About 250 people showed up. Our board chair offered a welcome, our outgoing CEO and incoming CEO thanked everyone for coming, our board…

  in Creative ideas for Donor Recognition events or themes? Comment by DorenaGeary March 2023
• This is a great plan. We are not fully functional on Foundant yet but when I worked for a FIMS foundation, we had a 'sister' foundation across the country. When either one needed help, we stepped up! When their long time accountant changed jobs, I did double duty for a few months (accountant for two foundations) remotely…

  in What if your office ends up with COVID-19 cases? Comment by DorenaGeary September 2020