AnnButterfield
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AnnButterfield ✭✭
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Re: Board meeting presentation for small annual grants, fundraisers and memberships
We provide our board a quarterly listing of all approved grants, with a one-page summary by category of grant (separated by DAF/CAF grants and Program grants). And we also include the full alphabetic… (View Post)2 -
Re: Investment Activity/Revenue Share
Hi Jennifer, Similar to you, we do revenue share monthly, but provide quarterly fund statements to your donors. However, we have a handful that need them monthly (agency funds) so we provide their on… (View Post)3 -
Re: Audit
We are just finishing our first audit in CSuite as well. Once they had access, and a tutorial, they were able to do most of the testing and validating they needed. For the audit report, it was helpfu… (View Post)2 -
Re: West Coast Clients Represent!
Hi Alyse and Mike, Happy to meet fellow west coasters! We are a CF up in Northern California. Ann Butterfield VP for Finance and Operations Community Foundation Sonoma County (View Post)4