pamfarrar

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We are a growing community foundation that migrated to CSuite in 2020—we use CSuite for all of its fund accounting features and CRM/Profile management. We have been very happy with it. I don't exactly know what you mean by moves management. CSuite allows you to generate a broad array of custom reports, manage campaigns,…

in Who is using Foundant CRM very well Comment by pamfarrar May 20
We are looking to create more electronic tax receipts too. Thanks for posting this. Your suggestion sounds like a good one. Sorry, I don't have more to share.

in Email Tax Receipts Best Practice Comment by pamfarrar January 2023
It is always a good idea to confirm you have the correct number, as it could be a error/typo. I don't believe CSuite tells you the reason why, only that they're not a 501c3. Sometimes the organization will give you what they believe is a charitable EIN, but it is not. I've had to call back churches to find out if the…

in GuideStar Charity Check Comment by pamfarrar June 2021
Hello SallyHermann- If the organization is not a 501(c)3, then the next question is are they are qualified organization to receive a charitable gift (unit of government, for example). If they are NOT a 501c3, does the organization have a charitable arm that the grant can be dispersed to? IF so, get that EIN. The only time…

in GuideStar Charity Check Comment by pamfarrar June 2021