Services Offered To Perform Foundation Management Services
As part of the mission of CFUP to collaborate and assist other community foundations, the Community Foundation of the U.P. provides information management service through its Hub. The Service Hub enables foundations that are not affiliated with CFUP to obtain a complete information service for a very reasonable monthly fee for their foundation.
Included in our service for non-affiliated community foundations are the following:
FMS forms for e-mail or faxing submission of donor profiles, gifts, vendors and grants. Upon receipt we process the forms, enter the information into the system software and prepare donor letters. Donor letters that we prepare are e-mailed to the submitting foundation they can be printed, signed and sent by the submitting organization.
We provide either monthly or quarterly financial statements as requested for trustee meetings.
Upon request, we will provide donor, grant, or other informational reports.
We provide documentation and reports for your annual audit.
We enter all receivables and payables information into the system.
We maintain donor information, gifts, grants, financial data, etc.
Other Information
Included in each proposal is a termination provision where either party could terminate the agreement upon a ninety- (90) day written notice to the other party.
Our foundation has the capability and expertise, as well as the desire, to provide this service. We can do so in a more economical way for all and will provide accurate financial information so your board of trustees can make better decisions concerning financial matters. Help is only a phone call, fax or e-mail away.
The monthly fee is based on the amount of work required to perform the work submitted by each foundation. It is not our intent "to make a lot of money" for providing this service. We would like to at least break even however. That is the premise upon which each proposal is made.
