KathyWhitlow ✭✭

Agreed! Thank you for your insights, Kathleen. I appreciate you taking the time to comment.

Hi Kathleen, Just to clarify, are you saying you create a new board advised/board directed fund linked to the original fund, which is closed in CSuite at the time you open the board advised fund?

Our board allows for staff approval of grants recommended by donors that are under $5k with the staff ensuring the board-approved due diligence process is completed for each non-profit. We provide an update to the board on the activity for all funds we manage. For competitive and discretionary grants such as those made…

Thanks, Daren. They need P2P/Crowd sourcing bells and whistles at this point. We've offered them grant catalog and have also used GiveGab as well as MightyCause in the past for our giving day (neither are as user friendly as they want). If you hear of anyone using CSuite in conjunction with Classy, we'd be interested in…

Love it, anything to increase knowledge is appreciated! Perhaps find a way to incorporate dedicated one-on-one time with experts to ask specific questions related to the training topics they've presented like you do each day in YFWB (using the CF's data)? Sometimes it's hard to follow up on things we've heard with our CSM…