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Re: Electronic Fund Agreements - Establishing New Funds
Hi Leeann, We moved to DocuSign for our new Fund Agreements starting in 2020 when we went to remote work. Now that we are back in the office at least a few days a week, we will prefer live signatures…2 -
Re: Strategies to address DEI
Our CF is undertaking a significant DEI project. We established a task force made up of cross-departmental staff and board members; they then selected and we retained a DEI consulting firm. We are no…6 -
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…2 -
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…2
