Foundant's Community for Philanthropy
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Hi! Our Community Foundation is looking into paying scholarships through 529 plans to help avoid aid displacement. Do any other organizations pay scholarships this way? Has it been helpful in reducing aid displacement? Thank you!
Enjoy scrolling through this recap of 2024 community activity in our annual edition of the Compass Year in Review! Thank you for all your contributions, and being part of our community for philanthropy! In 2024 we had…. 664 New members 356 New discussions 651 New comments 242 Contributors 71 Questions answered 66, 967…
Hello! We're currently evaluating how we utilize the organization of fund groups, subgroups, divisions, and segments and would love to hear how other community foundations are using these categories. Currently we use group like fund type - as in endowments, DAFs, fiscal sponsorships, scholarships, and community funds. But…
As we use CommunitySuite for our accounting software, we do not use Quickbooks, can you all share suggestions please? thank you Lourdes
How do others deal with external and internal contact list management, between Foundant and Excel for example?
Hello, We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?
For the beginning of this year, we've decided to look for better ways to utilize the Foundant reporting feature to track the presence of various files for use in auditing procedures. So far, we've been uploading the files (acknowledgement letters, check/transmittal letter, and approval documentation) to the Documents tab…
I was curious if anyone has stripe fees going into a separate fund at your organization versus going back into the fund the donor is making the donation to. If you do, is it your operations fund or did you create a new fund? I'm also curious if other foundations are covering the cost of the stripe fee if the donor doesn't…
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's…
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
Hello, Our Community Foundation is expanding our Nonprofit Capacity Building. We would like to survey our nonprofits to determine: nonprofit size in our community, staff, budgets, role (arts, animal welfare, etc), board demographics/need, facility needs, current funding streams, desired funding streams, nonprofit…
In this episode of Connected Philanthropy, we welcome Lynn Margherio, founder and CEO of Cradles to Crayons. Lynn shares her inspiring journey from business consulting to the Clinton White House, and eventually founding a nonprofit that provides essential items to children in need. We dive into topics such as leadership, volunteer engagement, and measuring the impact of nonprofit work. Lynn discusses the power of community in driving change. Lynn Margherio | Founder/CEO, Cradles to Crayons Johnna is the CEO, head writer and consultant of J.M. Lacey Communications, LLC, which focuses on writing and brand storytelling, training and coaching. J.M. Lacey Communications empowers business owners to effectively communicate their purpose by teaching them how to find and tell their unique story to impact the world through a systematic process. Built on empathy and the desire to eliminate frustration for business owners, leaders and nonprofits, J.M. Lacey Communications seeks ways to simplify what has been unnecessarily complicated using proven systems to achieve results. Links: * cradlestocrayons.org * Webinars: register here * Social: Follow Foundant Technologies on Facebook, Linkedin, Twitter, and Instagram * Website: Foundant.com
