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Email Tax Receipts Best Practice
Hi there - we want to start emailing more tax receipts from donations to lower costs (printing, postage, etc.). However, our first stab at using this was extremely clunky. Does anyone have a process …4 -
Re: How are YOU Working Smarter Not Harder? Let's Learn Together!
Here are a few things to that come to mind: We did a major cleanup of our funds - fund groups (types), subgroups and divisions. This was worth the effort because now the FUND SUMMARY report works bea…7 -
Re: Curious about position titles
Marketing and Community Relations Specialist is the title we give a person who does similar things that you do. It was Communication and Admin Assistant before we updated the responsibilities.5 -
Re: How has your foundation managed database functions / jobs internally?
Hi there. My response is from a small Foundation ($18M in assets, 100 funds, 2.5 staff). We moved to CSuite from FIMS in October 2020. How has your foundation managed internal database work? Are the …6 -
Re: Incentivizing Fund Adviser Portal Use?
I agree with Jesika that the age of fund holders is a barrier to use the Fund Portal. We have chosen not to push it - but keep promoting it and offering a 15 minute tutorial with our staff. I also ha…5
