Capital Business Solutions recently provided Whitefish Community Foundation in Montana assistance with their Financial Edge accounting software.

Working with Daria Perez, Vice President of Finance and Operations, CBS assisted in setting up projects to track investment types, created journal entries to track investment types, reviewed the process for adjusting and continuation of tracking investment types plus created reports that tracked those investment types.

Who is Whitefish Community Foundation?

Since its inception in 2000, the Whitefish Community Foundation has supported local nonprofit organizations serving Whitefish with over $20 million in grant funding. The Community Foundation works with local philanthropists to simplify the giving process through the advised fund programs while providing optimal tax advantages. We make it easy for donors to connect with charitable organizations and help with causes they care about.

Which CBS Consultant worked with Whitefish Community Foundation?

Christy Anderson – Senior Consultant and Implementation Specialist

Christy has more than 15 years of experience with the Blackbaud products, having worked at Blackbaud from 1994-2001 where she was a Senior Support Analyst and Software Trainer. Christy’s thorough product knowledge and training abilities made her a great resource for modifying and restructuring training workbooks; providing internal training to new analysts and coaching new trainers on their presentation skills. Christy started with Capital Business Solutions in 2001 where she currently directs client implementations for Capital Business Solutions and provides an in depth understanding of non-profits along with a wealth of Blackbaud experience for our clients.

If you are interested in finding out more about customized Nonprofit Accounting Software Training and Consulting call Andy at 888-366-7527 x26 or email

You can also use our contact us form to request a free no obligation quote.