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LaurelShulman

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  • With a staff of 20, we have a role specific to our database but they are not the data entry person. They focus more on the organization's holistic use of data, including reporting and analysis as well as data quality, governance, etc. Each person in their respective lane has roles to play with data entry. (For example, the…
  • Ahh got it, I misunderstood the question. Appreciate that clarification. I wonder if the Center for Disaster Philanthropy would have any recommendations for you. Best of luck!
  • Great question! We've been thinking about this for our corporate fund too. Years ago we managed a corporate fund and the company was bought out and it was nearly impossible to find someone at the new company to direct grants. We don't have a cleary policy for this situation yet however our fund activity policy states that…
  • @adamriding The majority of donations to our Impact Areas come through the donation/fund advisor portal when we do these campaigns.
  • Generally our fund types and the staff that steward those fund types are delineated by expertise and team. So our Scholarship, Designated, Agency, FOI, and unrestricted funds are the responsibility of our Community Engagement team. The DAFs, Corporate, and Committee funds are the responsibility of our Donor Engagement…
  • Hi @SidneySuttles, Triangle Community Foundation has used the donation portal and fund advisor portal to showcase our Impact Area Funds. We highlight one fund (not multiple funds, at least not so far), pair that with emails to all our donors and outreach from our Donor Engagement team. Generally, we've had success using…
  • Triangle Community Foundation continues to increase the % of fund advisors that have successfully logged into the donor portal by uplifting additional functionality that is offered online. At first, we did this by emphasizing its ease of use and accurate grants processing, then we released fund statements online (prior to…