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.
Happy December! 🎄🎅🏻🦌☃️❄️ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout November! Let's give a round of applause to: @AndreaGerhard, @ElizabethClary, @sydneydetweiler, @MichaelaArruda, @AnastaciaLamb, @AmberWestbrook1, @PaigeBrown, @AmandaGraham,…
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…
Hey everyone! My name is Graham Smith, and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Denver, Colorado and, I am a senior studying Finance with a minor in International Business at Montana State University. I currently live in Bozeman, Montana. I became interested in…
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
Has any organization integrated AI into their daily work beyond just taking minutes and sending emails? We are struggling to find resources and training applicable to community foundation work, and our staff, particularly development staff, are asking for more. I would love to chat with someone who has found unique…
Hello everyone! I am Elizabeth Clary, one of the new Client Support interns here at Foundant Technologies. I became interested in this position after hearing all of the wonderful testimonies about the internship opportunities here. I am originally from Chicago, Illinois and am in my last year at Montana State studying…
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
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…
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
