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GIFTVII Matching Gift procedures for CSuite
This topic came up in a Foundant meet-up discussion yesterday. If anyone has any procedures for how they processed the match in CSuite for GIFT 7 that might be useful for people to utilize for GIFT 8…3 -
Re: CommunitySuite Networking & Chatting - Greenfield, IN Retreat
I'm sharing information that was discussed in a CSuite group. I use the attached template to create my annual donor confirmations for the audit. I load the template into the annual tax receipt functi…2 -
New Donor Report
Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with th…1 -
Trade and Technical scholarships
Hello! We have scholarships available to students getting a trade or technical degree or certification. There is a big push toward trade and technical fields, and we know kids are going into these fi…1 -
Re: Indiana
Hello! On our user group call, I offered to share a fund statement template that included a cover letter. Attached is an example. This is the only time we included a cover letter on the fund statemen…3
