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 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. š November 11, 2025 ā November 12, 2025 š Nashville, Tennessee Register here to connect with your Foundant peers atā¦
Hi everyone, Just curious to know how you all score your grant applications. We have specific questions on our application that are worth up to a certain number of points and displayed on the application for applicants to see the weight of that question. The Board then scores the responses to get a total score for anā¦
Does anyone do collaboration grants where multiple organizations come together and submit one application for the group? If so, how do you process these and track them in the system? We are currently having one organization be the primary one to submit the application and who we make the award to, but knowing that fundsā¦
Happy November! ššš¦ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, andā¦
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
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 andā¦
Hello! Is anyone able to share their discretionary grant letter with me? Thank you!
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 ā it should not be swept or adjusted during cash management. Maintain a consistent reconciled balanceā¦
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, Iād 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 āahaā moment from the conference? Did you attend any sessions that stood outā¦
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 firstā¦
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 statusā¦
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 theyāre 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
