Comments

• We collect banking information from new grantees via email (I'm not thrilled by this, but haven't had a moment to figure out anything better, especially since we work with very small and very new organizations, some of which aren't particularly tech-savvy) or over the phone. That is then set up as an ACH payment with our…

  in Best Practices for using ACHs Comment by JessicaGebhard November 2023
• We also use the calendar year; next's year budget is developed after Q3 closes (for the most up-to-date guess on next year's expenses) and passed sometime in November.

  in POLL: What time of year does your organization prepare its budget? Comment by JessicaGebhard November 2023
• Hi Katie, We're experimenting with doing this as an addition to the application on a case-by-case basis, focusing on very new organizations. We're doing them as interviews, so that the interviewer (me) can guide the interviewee(s) and make sure that we're getting the information we're looking for (not that we're feeding…

  in Video Applications Comment by JessicaGebhard March 2022