LaurelShulman
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LaurelShulman ✭✭✭
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The last grant date field added in the funds custom reports has made the work of identifying these funds so much easier. Thank you Foundant!
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Our Programs team poses the following question in our application related to Board representation to address this issue. When participating on an internal review committee recently, I found that the question targeted essentially what we were asking but in a flexible way to allow grantees to respond where they're at. "Board…
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@nataliasiegel :-)
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@jessicascites We haven't formalized a fee structure however we do offer these services to some of our fundholders. Typically this is done on a case-by-case basis and for our larger DAFs. I think our leadership is curious to test this experience for donors, see how it works, then draw up a process and fee structure once we…
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Thanks for sharing your example @elizabethmesserli Does this integrate into CSuite somehow or do you manually update the information you collect about your donors?
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Our fiscal year is July 1 - June 30. We went live in September and did no dual entry. That gave us access to FIMS through the end of the calendar year in case we needed to compare information from both systems. Truthfully, there was no "ideal" time for us, given monthly, quarterly closings, board meetings, busy grantmaking…
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Missy, Triangle Community Foundation articulated a fund activity requirement (in alignment with our National Standards certification process) as part of our overall DAF policy after realizing that we had some funds with no grantmaking activity for too long than we'd like to admit. Below are a few excepts from that policy.…
