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Re: Budgeting Software
This is very relevant as we are looking into budgeting/financial reporting software now. We've been on CSuite for a year now and, as great as it is, does not have very good budget forecasting or fina…6 -
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: 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…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…2
