Comments

• @JulieLooper, thanks for your response. I'm in the midst of Discretionary payouts from yesterday before I continue with our second grant cycle determinations (also last night). I know grantees appreciate getting money sooner! I've not had any problems obtaining the ACH information, just want to streamline it even more as…

  in Best Practices for using ACHs Comment by MonicaThorns November 2023
• @JessicaGebhard, thanks for keeping this conversation going. I simply queried using "DocuSign" and "ACH" to see what would come up. Right now I'm on a fact-finding mission as we will make the change to e-signatures in 2024. We, too, use Foundant. Their process and video seem straight forward, but we know there's always a…

  in Best Practices for using ACHs Comment by MonicaThorns November 2023
• We're moving to DocuSign in 2024 so I'm searching the community to see how others have handled, for snafus, etc. Any comments and time savers are welcome. By the time stamp, some of you will definitely have stories. Happy to connect for a quick Zoom. Thanks in advance.

  in Electronic Signatures Comment by MonicaThorns November 2023
• We, too, pay via ACH. The award notification is accompanied by three documents: (1) Grant Acknowledgement Form; (2) PDF-fillable ACH Authorization Form; and (3) Acknowledgement and Permissions Policy. Upon return of the first two documents, I begin the process of payment transmission with our bank. We're moving to DocuSign…

  in Best Practices for using ACHs Comment by MonicaThorns November 2023