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Consulting Offered for Donation Portal and Giving Hub Set Up
Wow! It’s great that CSuite is updating and changing - but man, it can be overwhelming! If you need some direct guidance on updating to the Donation Portal AKA Giving Hub, I can help! ABOUT ME I have worked in CSuite for over four years. I was in charge of our integration and I'm the “database manager” in charge of keeping…
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Email Tax Receipts Best Practice
Hi there - we want to start emailing more tax receipts from donations to lower costs (printing, postage, etc.). However, our first stab at using this was extremely clunky. Does anyone have a process they use that they could share? We will be working to collect emails - but in the meantime we need to email what we can, and…
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Does anyone book salaries across multiple funds?
Hi there, I am curious if there are any Foundations out there that book salaries across multiple funds? Example - 1.0 FTE is 50% in operations fund, 25% in fund A and 25% in fund B. If you do - please email me directly as I am doing research for someone. Email: molson@winonacf.org.
