A Community for Philanthropy
Join Compass and connect with the philanthropic community. Explore discussions, find resources, exchange ideas, and more!
Welcome to our community for funders and community foundations! Explore these discussions to connect and share ideas with your peers.
A dedicated space for Smart Simple clients to connect and collaborate.
Welcome to our community for nonprofits! Explore these discussions to connect and share information with your peers.
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
I'm curious to know how others are managing their volunteers. Are you using CSuite or something different? We offer Community Funds, where each town in our region makes decision on grantmaking for their funds. Each has a committee formed of volunteers living in that town. We're looking at a better way to track their status…
As we welcome more and more new members every week, we put together a Compass Frequently Asked Questions list to get started in the Compass Community! 1. What is Compass? Compass is Foundant + SmartSimple's online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best…
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
Tired of juggling systems and spreadsheets? These grant management tools solve common pain points and help funders focus on what matters most.
Federal funding cuts, new executive orders, and other policy shifts impact each of our clients differently. Some funders are making commitments to fill funding gaps or offer grants to assist nonprofits. Others are waiting to learn more about how these changes will affect their grantees. The common theme: when funders respond to a changing environment, they do so quickly. Listen to this Coffee Talk recording to learn how your peers are adapting and what they’re experiencing. Links: * Compass: Connect with other members of the philanthropic community at Community.foundant.com * Social: Follow Foundant Technologies on Facebook, Linkedin, Twitter, and Instagram * Website: Foundant.com
