Comments

• So far we have one fund where this would be an issue but we do extensive reporting on the scholarships outside of CSuite for them and they seem satisfied so far. I'm not really clear on why that change happened and why it can't be an option to show or not show based on the needs of the fund. Our scholarship committees are…

  in School and Student Name withheld in Fund statements Comment by MeghanWarrick February 2022
• Hi Minal. We are not yet set up for ACH so I don't have an answer to your question. I am hoping others will respond to your question and hopefully provide ways they've automated this process so that the grantees are entering and updating the information directly to the bank or other ACH processor. Is that an option or am I…

  in ACH-verify bank information Comment by MeghanWarrick October 2021
• Hi Holly - Available to Grant makes more sense to us. Thanks for asking! Meghan

  in Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds Comment by MeghanWarrick September 2021
• We went live at the beginning of our fiscal year (May) and were parallel in our old and new system for one month. We reconciled that month in both systems, compared the information and worked in CSuite only after that.

  in Best time of the year to make the switch to C-suite from FIMS Comment by MeghanWarrick May 2021
• Hi @BradMWard - great to see you at Foundant. I look forward to connecting. All the best in your new role! Thanks, Meghan

  in Hi Community Foundation Friends! Comment by MeghanWarrick April 2021
• Great question Deanna. I am considering buying the same thing for my WFH setup.

  in Desktop Scanner Comment by MeghanWarrick September 2020
• Yes, we do see it as worthwhile. We saw M&A activity pick up after 2008/2009 and expect it will again this time around. To help with initiatives like this our Foundation serves as a neutral discussion host for the two sides to come together. We also helped launch a pro-bono legal program at our local MSO where nonprofits…

  in Systems Thinking: Encouraging Mergers Comment by MeghanWarrick August 2020
• I just listened to the recording. Thanks everyone for sharing their ideas! I have a few others I can recommend. We use Insperity as our PEO and have for 20 years. I'd be happy to make a referral if anyone is interested. We use CAPTRUST as our independent investment consultant. We've been with them for 3 years after about…

  in Share your Accounting resources! (CPA, PEO, OCIO, CPE, etc!) Comment by MeghanWarrick July 2020
• We are working on closing our year (April 30th). This will be our first year audited using CSuite. I don't have an answer for you, but am eager to see what others post. Good question!

  in Audit Comment by MeghanWarrick May 2020
• Hi E.C., Thanks for coming back to Orlando again this year. Our team enjoyed having you. Thanks for keeping us connected to the East Coast Foundant activities. I hope you are doing well!

  in Hey-o from the East Coast! Comment by MeghanWarrick April 2020
• Hi Crystal! I love how supportive our team is. Not only during this wildly unusual time in history, but through hurricanes, the shooting at Pulse Nightclub, when we have babies, lose a family member, buy a house, whatever - we are here to help one another.

  in What do you love best about your team? Comment by MeghanWarrick April 2020
• Hey Bryan! I've got a cup of decaf Chai. Hope you are doing well in South Florida!

  in Hello from Bryan Comment by MeghanWarrick March 2020