Comments
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We do not have a separate fund for stripe fees, it all goes to the fund the donation is for, whether they are covering the fees or not.
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It's rare these days but we do have this from time to time. Our development team, similar to @tammysprow, tells our donors to let the Development team know when they are planning a gift of stock. Our VP of Development typically sends an email to our investment manager and those involved in gift processing (Development,…
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This is something I've been wanting to investigate further, as I'm not happy with some of our grouping but I think it was set up this way in FIMS and I've been in my role for a year and a half and haven't changed anything yet. But we have ours set up as follows: Group - typically the type of fund (DAF, designated, FOI,…
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I inherited using EFile4Biz.com from my predecessor and I'm happy with it. It's probably not unique to this website, but they have a template that you can fill in the information on a spreadsheet and upload it so you can fill them out in advance and easily submit them.
