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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stew…4 -
Re: Fund liaison assignments for donor stewardship
Hi @LaurelShulman, I'm circling back on this thred as our community foundation reviews and seeks improvements to our fund liaison approach. I'm curious to know if you did move forward with …1 -
Re: Women in Philanthropy education session
In the last year or so we’ve held donor / fund holder education on the following topics: Community Issue Briefings (these were also open to our Board and grant committee members): Regional Housing Ch…1 -
Re: Agency funds training
Posting the recording of the webinar we hosted in case it's helpful for anyone else providing proactive resources/education to their nonprofit agency funds. https://vimeo.com/9255136532 -
Re: Fund Advisor Content for Portal - Grant Request Header and Footer
Hi Sally, Happy to share ours: Grant_request_header Use this form to request a new grant distribution from your fund. 1. Select a grantee from the drop-down lists or enter a new nonprofit. 2. Once yo…2
