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Re: Dedicated Data Entry/Database Manager
Hi there. Sounds like you need a database manager and/or someone tasked with that as part of their current job! I am the part-time Finance director and database manager - mostly because I gravitate t…2 -
Re: How are you communicating the spendable amount for the coming year to your Fund representatives?
Hi Kelley. Our letter only communicates the upcoming spendable distribution. We do remind them that if they have questions about their current spendable, they can contact us (but we don't include the…5 -
Re: How has your foundation managed database functions / jobs internally?
Hi there. My response is from a small Foundation ($18M in assets, 100 funds, 2.5 staff). We moved to CSuite from FIMS in October 2020. How has your foundation managed internal database work? Are the …6 -
Re: Incentivizing Fund Adviser Portal Use?
I agree with Jesika that the age of fund holders is a barrier to use the Fund Portal. We have chosen not to push it - but keep promoting it and offering a 15 minute tutorial with our staff. I also ha…5
