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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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What is the best way to enter stock donations if you do not sell the stock?
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
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Crescendo
Crescendo was recommended in one of the webinars late last year and we are looking for feedback on their services. Also does anyone have any other recommendations for marketing materials like Crescendo? We are looking for help with creating content for newsletters, email blasts, etc. Thanks! Jennifer Brambley
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Scholarship Applications
Does anyone know if there is a requirement to obtain the date of birth, gender and citizenship for a scholarship applicant? Our current scholarship applications ask for this information, but I couldn't find anything online that says it's required. Thanks in Advance! Jennifer Brambley
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E-Checks
Is anyone using e-checks in lieu of mailing checks or ACH? Are you happy with it? Any significant cons to using them?
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Marketing Scholarships
Hi! It seems that every year we have difficulty with our local schools advertising our scholarships. We always reach out to the guidance counselors and sometimes principals to make them aware of our scholarships, but we don't see them on their websites. We have tried marketing through various social media, but that hasn't…
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Fraudulent Activity
We just experienced fraud on one of our bank accounts. This is an account we use for all of our grant writing. Somehow they have images of our checks and have been able to remake checks payable to themselves. We had one that succesfully cleared our account, but have been able to stop others. We closed the account and are…
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New Auditor Search
Hi everyone! We are getting ready to start the process of looking for a new auditor. I wanted to reach out to see if anyone has experience with this transition and if there is any guidance you can give for necessary steps. Is there a formal process, specific questions I should be asking, etc? Thank you! Jen Brambley…
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Help Share New Grant Opportunity
Hello All! We are proud to be a partner with Ferguson Enterprises, who has locations all over the United States. We learned of a new grant program they launched, Building Stronger Communities, and they would like help sharing the opportunity with nonprofits across the U.S. They have asked if we can provide a list of…
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Online Payments for Grants
With everything virtual these days, I wanted to see if other Foundations are making online grant payments to nonprofits? We normally mail checks, but have been asked by a few fund holders if we can make online payments in lieu of sending a check. This is normally because of a specific fundraiser they are participating in…
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Audit
Hi everyone! We are doing our first audit with this system and our auditor is used to Quick Books reports. I'm trying to find a detailed GL that is comparable to what their company is used to, but the GL report CSuite pulls is not what they want. Has anyone had issues like this?
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Investment Activity/Revenue Share
How is everyone reporting their investment activity to their fund holders? Are you reporting monthly, quarterly or both? Do you provide interest/dividends, all gains(losses), etc or just balance and grant/contribution information? We have been entering investment information monthly, but not reporting on it until after the…
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Hello from Hampton, VA!
Hi everyone! I am Jennifer Brambley with the Peninsula Community Foundation of Virginia. We are a relatively small Foundation of 5 employees total, but we like to think BIG! I manage the day-to-day accounting, grant making, donations, etc. I also manage employee hardship funds for 5 companies here on the Virginia…
