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Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is…1 -
Re: Fund Advisor Content for Portal - Grant Request Header and Footer
Great, thank you Elizabeth- very helpful!3 -
Fund Advisor Content for Portal - Grant Request Header and Footer
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests…2 -
Re: Grant letter for Annual Grants for Donor Designated Funds
Great, thank you Erin! Sally Hermann2 -
Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation2
