This topic came up in a Foundant meet-up discussion yesterday. If anyone has any procedures for how they processed the match in CSuite for GIFT 7 that might be useful for people to utilize for GIFT 8… (View Post)

I'm sharing information that was discussed in a CSuite group. I use the attached template to create my annual donor confirmations for the audit. I load the template into the annual tax receipt functi… (View Post)

Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with th… (View Post)

Hello! We have scholarships available to students getting a trade or technical degree or certification. There is a big push toward trade and technical fields, and we know kids are going into these fi… (View Post)

Hello! On our user group call, I offered to share a fund statement template that included a cover letter. Attached is an example. This is the only time we included a cover letter on the fund statemen… (View Post)