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Latest Discussions

  • Posted in: Technology Exchange

    Is there anyone that reimburses employees for their personal cellphones when needed for work? If so, what activities constitute a need for reimbursement and what does your reimbursement plan look like? Thanks! ------------------------------ Tara Kartes ...

  • Posted in: Open Exchange

    We only allow mailed copies quarterly or annually.  If a fundholder wants a monthly statement, they must access it through DonorCentral.  Most of the quarterly and annual statements are electronic as well but I'd say there 40-ish that get mailed. ------------------------------ ...

  • Posted in: Open Exchange

    I'm following this thread.  We do statements for agency endowments on a quarterly basis and the rest either on semi or annual basis.  I'm interested if you are still offering hard copy mailings.  That has caused another step in my processes for those ...

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