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Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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?
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…
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
Being new to Foundant Grants - this is our first year - I'm wondering if anyone has any suggestions for doing an informative and useful application evaluation process for the reviewers? We've always used a simple worksheet. Going online with our grant applications, we changed up the application. I want to develop a process…
We are excited to announce Foundant is coming to St. Pete Beach, Florirda for a Regional Training November 18-19! Register here to connect with your Foundant peers at our 2-day software training and networking event. We hope to see you there!
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
Hi, I'm trying to find a way to record a funds 2024 spendable to another fund as Deferred Revenue. We've been granted XXX dollars from this year to spend on an IT upgrade that will happen in 2025. To keep our budget balanced, I would like to defer the revenue until next year when the expense will take place. Any…
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we can provide more personalized, ongoing stewardship. Most of our fund liaisons are in our philanthropic services department and a few from…
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
Grant management and accounting have several points of overlap for nonprofits. Discover four best practices to align these functions at your organization.
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
