KathyWhitlow
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Re: Process for changing fund types?
Agreed! Thank you for your insights, Kathleen. I appreciate you taking the time to comment. (View Post)3 -
Re: Process for changing fund types?
Hi Kathleen, Just to clarify, are you saying you create a new board advised/board directed fund linked to the original fund, which is closed in CSuite at the time you open the board advised fund? (View Post)1 -
Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their … (View Post)3 -
Re: Board meeting presentation for small annual grants, fundraisers and memberships
Our board allows for staff approval of grants recommended by donors that are under $5k with the staff ensuring the board-approved due diligence process is completed for each non-profit. We provide an… (View Post)1 -
Re: Thoughts/concerns about attending a virtual training event instead of live training event
Love it, anything to increase knowledge is appreciated! Perhaps find a way to incorporate dedicated one-on-one time with experts to ask specific questions related to the training topics they've prese… (View Post)4