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Re: ACH-verify bank information
Hi Minal. We are not yet set up for ACH so I don't have an answer to your question. I am hoping others will respond to your question and hopefully provide ways they've automated this process so that …1 -
Re: Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds
Hi Holly - Available to Grant makes more sense to us. Thanks for asking! Meghan6 -
Re: Best time of the year to make the switch to C-suite from FIMS
We went live at the beginning of our fiscal year (May) and were parallel in our old and new system for one month. We reconciled that month in both systems, compared the information and worked in CSui…2 -
Re: Hi Community Foundation Friends!
Hi @BradMWard - great to see you at Foundant. I look forward to connecting. All the best in your new role! Thanks, Meghan2
