Foundant's Community for Philanthropy
Join Compass and connect with the philanthropic community. Explore discussions, find resources, exchange ideas, and more!
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
Hi! Is anyone a member of the National Scholarship Providers Association (NSPA) and thinks it is worth it as a scholarship provider? If yes, what would you say are the main benefits? If you were a member and cancelled your membership, why did you cancel? Thank you for any feedback you can provide!
They can't tell us specifically who is using Foundant in Indiana, but I can ask within the Compass Community. I would like to know who is using Foundant in our area so that I can reach out with questions. Thanks
We are having a conversation about including staff members on our scholarship selection committee to review applications and make recipient selections. Are there other community foundations out there that do this? What are the benefits and challenges? Are there any best practice guidelines about this?
I am a new grants administrator for a small community foundation. The foundation currently accepts applications quarterly, but the number of applications received varies a lot and some quarters, the Grants Committee (3 board members and the foundation ED) complains that there are too many to review. They would like 15 - 20…
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
We are working to update our evaluation questions for our selection committees as they review scholarship applications. We are trying to create a scale to measure the quality of students' extra-curricular activities, community service, and work. We want to offer clear guidance to evaluators for why they should give…
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
Hi am interested to see how you are treating your third-party donations to agency funds. Are you setting up a separate designated fund for these donations or are you including them in the original agency fund? Additionally, if you are including them in the original agency fund are you keeping track of what donations are…
Do you want to earn more points for your profile? Or, do you want to connect with others also attending Summit 2024? Show off your registration by requesting the Summit 2024 badge! Foundant is so excited to see all the new registrants roll in and we cannot wait to have everyone come together. Before and after Summit,…
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…
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
Does anyone use Bank of America Positive Pay and how do you pull the information from CSuite to upload?
Hi, We're a new foundation and want to begin communicating with the nonprofit leaders/grant writers throughout our region. Because our website isn't ready, we'd like to use Foundant and a Let Us Get to Know You form to capture contact information. We'd then be able to send emails about our launch and other important…
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
Are you looking to increase support for your nonprofit? It’s time to think about what will get your supporters excited to give. Learn more in this post!
Hear community foundations discuss which systems and processes they are using to create space for the essential, impactful work supporting they do. Topics: * fund minimums * how to deal with inactive fundholders * grant catalog feature * tribute donors * individual giving is trending down in the us * engaging young people * how to balance learning and daily work Links: * Upcoming Coffee Talks: foundant.com/events/ * Giving USA Study * 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
