A Community for Philanthropy
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Welcome to our community for funders and community foundations! Explore these discussions to connect and share ideas with your peers.
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Welcome to our community for nonprofits! Explore these discussions to connect and share information with your peers.
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
Hello all! We're having a bit of a niche problem and wondering if anyone has insights on software or resources. My team works for an individual funder who is also associated with a Private Family Foundation. We regularly encounter situations in which funding from both entities could cause a grantee to "tip" into private…
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
Hello everyone! Our scholarship program at The Findlay-Hancock County Community Foundation is celebrating 30 years and we are starting to have a generational shift. The individuals who signed the original fund agreements would like to "pass their scholarship" on to the next generation of their family. What policies do you…
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…
Hi this is Maggie Soderholm, I am the new Grants Manager at the Edyth Bush Charitable Foundation, which is in Central Florida. I'll be at the 2025 FPN Summit this week in Orlando. I'd love to connect with others, especially those who live in the area. Please feel free to ping me if you're using the conference app. I'd love…
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…
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…
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…
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
