ACTION REQUIRED: If you or anyone at your foundation posted any deposits between 6/13/25 and 6/19/25 they will need to be undone and re-deposited (regardless of what the "Posting Date" is set to) to ensure the undeposited funds balance is properly cleared by fund.
This support webinar will cover how to use Concepts, an entity available to Private Foundations automatically and available to add as an entity for Community Foundations. Concepts can be used to keep track of, project, and plan before a complete request can be entered.
Keywords: Concepts, Private foundations, grants management, pre-request, projecting and planning, forecasting, video