KathyWhitlow

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KathyWhitlow ✭✭

Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
Use of Classy for fund-specific fundraising?
Is any other Community Foundation using Classy? We have an affiliate fund that is thinking about using Classy for their specific fundraising (P2P and crowdfunding) and we'd appreciate the opportunity to talk to another CF using it. Thanks!
Hello from Truckee, CA
Greetings from Kathy at the Tahoe Truckee Community Foundation from my home office in Truckee, CA! I deal with Foundation Services at the TTCF (AP/AR, grant due diligence and checks, payroll, contract management, database admin, remote banking, gift processing/acknowledgement, audit prep, board admin/minutes, quarterly…