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Coffee Talk: Ending The Year In Style

Grab your favorite warm beverage & holiday treat as Foundant hosts a year-end discussion around what your foundation is doing to increase year-end donations.

  • Is your foundation holding an in person event or a virtual event? Do you use the CSuite Grant Catalog functionality to help with this?
  • Does your foundation volunteer at events throughout your community for increased exposure? Do you help coordinate any events for your organizations?
  • Do you have any specific communications with your fund holders or donors this time of year? Year-end Tax Receipts? Letters advising fund holders of how much spendable is left to grant out? Or next year's spendable balances do you communicate that in advance? Do you have a year-end newsletter that goes out?
  • Is your foundation doing any new initiatives or trying new approaches? What have you learned from this? What is or isn't working?

About the Author

Rosie started her career in public accounting at a regional firm based in Wisconsin. For five years, she was involved in auditing and tax work for a variety of clients. Rosie left public accounting to work for an audit client, the Community Foundation for the Fox Valley Region. As Controller of the foundation, Rosie played a lead role in preparing for the financial statement audit, preparation of the Forms 990, implementing software solutions, and designing internal processes. She came to Foundant with experience using Financial Edge, Raiser's Edge, and GE Spectrum. In her spare time, Rosie likes to travel anywhere—as long as it's not a beach! Her favorite place in the world (so far) is Banff in Canada.

Profile Photo of Rosie Sprangers