KarenWolf
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KarenWolf ✭✭✭
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I love this question @KaraAdams! I always start my week off(and most days during the week) with an early morning workout. I also like to create an affirmation for the week to keep me on track and focused. This week I am going with; I am stronger than any obstacle that comes in my way.
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@CathyWright Thank you for the feedback. Definitely food for thought with our process as well.
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@ErikaWarren @AshtonWillis We have a form, called Heinz Living Legacy, that we have the donor fill out and then I have a profile type in CSuite to tag the profile. I did a massive project when I started at the Foundation and I have them in one spreadsheet and categorized in our files as Living Legacy, anonymous,…
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I am thankful for the all the feedback on this topic. I have had discussions many times with my ED regarding this. We truly do not get a significant number of donations to agency funds, however I did think it may be a good idea to make them private with a note in CSuite in order to require the donor to go to the…
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If we received a donation to the fund we do acknowledge it to the donor but if the check is from the agency we do not.
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Hi, All donations to our agency funds go directly into the fund no matter who they are from. I set up the donation notify for the fund advisor so they can acknowledge the gift from the donor. From my research, agency funds are their assets regardless of where they come from. Ultimately, we encourage the agency to solicit…
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We started using DocuSign almost 2 years ago and it has been the most helpful tool available for signatures. I found this to be true over the last year. I use DocuSign for charters, confidentiality/conflict forms, expense reimbursements, anything needing a signature. You can set up as many signers as you need and create a…
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Hello! I am with the Community Foundation of Central Wisconsin as the Operations Coordinator. Glad to meet you! I'd like to connect about anything. Hope everyone is staying safe.
