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Peak 2026
Attending PEAK? RSVP for our happy hour! Space is limited, so please be sure to RSVP as soon as possible! Click here to RSVP. After a day of learning and connections at PEAK, we’re excited to continue the conversation and bring our united Foundant, SmartSimple, and GivingData user communities together. Date: March 25, 2026…
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February's Top 10 Compass Members!
Happy March! 🌻☀️🐝🌈💰🍀 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! Let's give a round of applause to: @PaulaMendes, @SaraNickels, @ShannanStavinoha, @StephanieFox, @JuliaSines, @MonicaRojas, @JennieWhite, @ValoriBerrisford, @sueculli, and…
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AI for Community Foundations
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…
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Consulting
If you are a smaller Foundation and need help with accounting. I can help. If you need help setting up your accounting software or scholarship software. I can help. A little about me. I am in my 28th year at a Community Foundation. I have implemented CSuite for accounting and scholarship. I have been performing accounting…
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New @ Foundant
Hey everyone! My name is Sneha and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning about the passion for leveraging technology to maximize philanthropic impact. I am originally from India, and have a background in IT and Supply Chain…
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Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…
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Feedback needed on donation workflow
Hi everyone, I’m looking for feedback on our current donation workflow to see where we might improve efficiency, strengthen internal controls, or streamline steps. We have a part-time gift entry person and another staff member who assists with gift entry. Below is our current process: Current Donation Workflow Mail Opening…
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January's Top 10 Compass Members!
Happy 2026! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang! As…
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Handling increased volume and managing workflow more efficiently?
Hello everyone, Like many foundations, we’re seeing a noticeable increase in the number of Letters of Intent (LOIs) submitted each year. As we reviewed our 2025 submissions, we realized that many organizations submitting LOIs did not meet our funding guidelines or criteria, which has resulted in a significant amount of…
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Client Support Intern Introduction
Hey everyone! My name is Ruxshan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning more about how the company supports funders, grant providers, scholarship providers, and community foundations in making a meaningful impact. I’m…
