Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
Creative ideas for Donor Recognition events or themes?
Hi there - we would like to hold a donor recognition event for our fund advisors, and were wondering what others do that may be unique or creative. We have had charities speak before, and were thinking of a charity tour, but also wondering how others added some ooomph and value, for the donor and for us an organization?
Vote on idea to inactivate Grant Types & help with 2022 data clean up
It's 2022 and my org is now 3 years into using the GLM and CSuite - lots of learning since we started. We would like to mark some grant types we had at the beginning as "inactive" as they no longer are doing the trick, but they are attached to historical grants, which we would like to keep. If you are in a similar…
Looking for how to's and tips re beginning Professional Advisor engagement
We are looking for ideas, and resource samples - if you are willing, regarding Professional Advisor engagement. We don't have a formal "program" but would like to begin reaching out to Advisors to form partnerships. Can you share any info re the below? Your answer may fit in several of questions - just posing the questions…
Caramels arrived! Thank you!
What a lovely surprise that arrived today! And they are very very yummy 😋 Thank you ever so much! it's been fun learning from and chatting with everyone. I'm so glad we have Compass!