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Re: Best time of the year to make the switch to C-suite from FIMS
I was not involved with the process when the Foundation transited in 2017. However, I do know they dual entered data in both systems May and June and then fully transited July 1(start of our fiscal y…2 -
Re: Strategies to address DEI
@KentWeimer did your DEI Policy pass and would you be willing to share?1 -
Re: Expenditure Responsibility
I am attaching our expenditure responsibility agreement. We just finalized and had it approved through our recent accreditation with National Standards.3 -
Re: DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
We just received our approval from National Standards Accreditation. The process included an update to our DAF Policy, Fund Activity for DAFs and a succession plan form. I was not heavily involved wi…2 -
Re: Desktop Scanner
Before I started at my foundation, they purchased the Fujitsu FI-7160 Scanner and we have used it ever since. It is a compact scanner and works very well. It is the same type of scanner doctors offic…1
