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  • Posted in: GeneralDiscussion

    Our solution has been update the request contact with the new/active related user, include the former request contact /related user under the relationship component, and archive the user's relationship with the grantee organization.  How are other's managing relationships when users/individual people ...

  • Posted in: GeneralDiscussion

    Hi Gavin! Thanks for your quick reply. One of your colleagues has already reached out and I will circle back with any findings for others who need to know :) ------------------------------ Rachel Kimber Grants Manager Arcus Foundation ------------------------------

  • Posted in: GeneralDiscussion

    Hi Rachel! I believe it is working well.   In fact, I think it must be because I've heard no complaints recently.  We check people regularly ... and when I say regularly, I mean with every payment.  The only complaint I have is that it seems to check everyone associated with a grant -- including our ...

  • Posted in: GeneralDiscussion

    @Gavin Clabaugh I just learned that you might be using OFAC Bridger? How is that working for you?​ ------------------------------ Rachel Kimber Grants Manager Arcus Foundation ------------------------------

  • Posted in: GeneralDiscussion

    Hi Community, Happy Monday! We often help foundations setup fiscal sponsors on implementations and I was curious to see how other different foundations handle fiscal sponsors. *Note: for purposes of this discussion, we will use the terms fiscal sponsor and fiscal agent interchangeably, even though ...

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