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Comments
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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,…
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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.
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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…
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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…