FundSvcs Community

Greetings, I'm replying to a 2 year old message because when I read originally read it, I thought "This could be useful in the future"! Well, the future is now, and we are frustrated with the quality of service that we are getting from our big bank Lockbox. We are about to start researching Caging services. I'll start with the list below. Does anyone have current recommendations? We would give bonus points to operations in Chicago/Cook County, but quality of service is our prime consideration. Thanks, Mark Mark Mathyer Greater Chicago Food Depository mmathyer@gcfd.org 773-843-2844

When I was at the Atlanta Food Bank we did an RFP process as well a couple years ago. Our top three were Merkle, Agilis and FISC (now Deluxe). Merkle was a close second. We were very happy with the service/cost from Deluxe. We came from a big bank....you're making the right decision :-) Teresa P. Swope Development Operations Manager | Grady Health Foundation 191 Peachtree Street NE | Suite 820 | Atlanta, Georgia 30303 E: tpswope@gmh.edu www.gradyhealthfoundation.org | www.gradyhealth.org
Original Message----- From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Mark Mathyer Sent: Wednesday, March 6, 2019 3:32 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Lockbox services in the Midwest WARNING: This email originated outside of Grady Health System. DO NOT CLICK links or attachments unless you recognize the sender and know the content is safe. Greetings, I'm replying to a 2 year old message because when I read originally read it, I thought "This could be useful in the future"! Well, the future is now, and we are frustrated with the quality of service that we are getting from our big bank Lockbox. We are about to start researching Caging services. I'll start with the list below. Does anyone have current recommendations? We would give bonus points to operations in Chicago/Cook County, but quality of service is our prime consideration. Thanks, Mark Mark Mathyer Greater Chicago Food Depository mmathyer@gcfd.org 773-843-2844

We’ve used Northern Trust for our lockbox operations for the past 8 years or so and have been very happy with the level of service we receive. They partner with Fiserv but I believe that could be changing in the near future. The operation is in downtown Chicago. Jennifer Jennifer Schillaci | Director of Gift Administration Strategic Information | The University of Chicago 5235 South Harper Court, Chicago, IL 60615 Suite: 431 | 773-834-7568 | jschillaci@uchicago.edu<mailto:jschillaci@uchicago.edu> What difference can one idea, one person, one university make? The University of Chicago Campaign: Inquiry & Impact<https://campaign.uchicago.edu/>
Original Message----- From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Mark Mathyer Sent: Wednesday, March 6, 2019 2:32 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Lockbox services in the Midwest Greetings, I'm replying to a 2 year old message because when I read originally read it, I thought "This could be useful in the future"! Well, the future is now, and we are frustrated with the quality of service that we are getting from our big bank Lockbox. We are about to start researching Caging services. I'll start with the list below. Does anyone have current recommendations? We would give bonus points to operations in Chicago/Cook County, but quality of service is our prime consideration. Thanks, Mark Mark Mathyer Greater Chicago Food Depository mmathyer@gcfd.org<mailto:mmathyer@gcfd.org> 773-843-2844

Jennifer, Thanks for the recommendation. Mark From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Jennifer Schillaci Sent: Wednesday, March 6, 2019 2:55 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Lockbox services in the Midwest We’ve used Northern Trust for our lockbox operations for the past 8 years or so and have been very happy with the level of service we receive. They partner with Fiserv but I believe that could be changing in the near future. The operation is in downtown Chicago. Jennifer Jennifer Schillaci | Director of Gift Administration Strategic Information | The University of Chicago 5235 South Harper Court, Chicago, IL 60615 Suite: 431 | 773-834-7568 | jschillaci@uchicago.edu<mailto:jschillaci@uchicago.edu> What difference can one idea, one person, one university make? The University of Chicago Campaign: Inquiry & Impact<https://campaign.uchicago.edu/>
Original Message----- From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Mark Mathyer Sent: Wednesday, March 6, 2019 2:32 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Lockbox services in the Midwest Greetings, I'm replying to a 2 year old message because when I read originally read it, I thought "This could be useful in the future"! Well, the future is now, and we are frustrated with the quality of service that we are getting from our big bank Lockbox. We are about to start researching Caging services. I'll start with the list below. Does anyone have current recommendations? We would give bonus points to operations in Chicago/Cook County, but quality of service is our prime consideration. Thanks, Mark Mark Mathyer Greater Chicago Food Depository mmathyer@gcfd.org<mailto:mmathyer@gcfd.org> 773-843-2844

Teresa, Thanks for the recommendations, I had an introductory conversation with Deluxe this afternoon. Mark
Original Message----- From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Teresa Swope Sent: Wednesday, March 6, 2019 2:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Lockbox services in the Midwest When I was at the Atlanta Food Bank we did an RFP process as well a couple years ago. Our top three were Merkle, Agilis and FISC (now Deluxe). Merkle was a close second. We were very happy with the service/cost from Deluxe. We came from a big bank....you're making the right decision :-) Teresa P. Swope Development Operations Manager | Grady Health Foundation 191 Peachtree Street NE | Suite 820 | Atlanta, Georgia 30303 E: tpswope@gmh.edu www.gradyhealthfoundation.org | www.gradyhealth.org