Latest in the Community

Discussions

  • Profile Picture

    RE: Estates - how do you record these in your CRM?

    By: Molly Kaszuba , New York Law School , 2 days ago
    Posted in: FundSvcs Community

    Hi Rita, I've been working through a planned giving standard operating procedure for NYLS much of this year and this question came up for us as well. ... More

  • Profile Picture

    Hot Topics: 2PM EST 6/5/26 Developing Gift Minimums ...

    By: Sarah Thomas , NC State University , 2 days ago
    Posted in: FundSvcs Community

    Good morning, We are preparing for our first Hot Topics discussion on the aasp platform and are excited to kick off the series this week with ... More

  • Profile Picture

    RE: Deceased constituents

    By: Maureen Aylward , University of Mary Washington , 3 days ago
    Posted in: Advancement Development Systems and CRMs Community

    We dropped our subscription to PBI's obituary listings ( https://pbinfo.com/ ), which was reasonably priced. We noticed, though, that our Google alerts ... More

  • Profile Picture

    RE: Event Invitation - Including DAF/PF language

    By: Isaac Shalev , Sage70, Inc. , 4 days ago
    Posted in: FundSvcs Community

    Michele, the rules against self-dealing originate with private foundations, in IRC 4941. Those rules say that self-dealing between a PF and a disqualified ... More

Upcoming Events