Foundant's Community for Philanthropy
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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…
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…
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…
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're considering using the follow up process to build a form for distribution requests, but distributions vary from grant to grant, and can be very irregular. Has anyone found an especially creative or useful way to make the follow up forms work for grant distributions better than grantees simply emailing the info to us…
Hey everyone! My name is Sam Bennett and I am one of the new Client Services Interns here at Foundant Technologies. I became interested in working for Foundant after speaking with Rio Wofford directly about the company and all it has to offer. I am originally from the Jersey Shore, yes that Jersey Shore, and have a…
Hi all. Just winding up our first year using SLM. Looking back we need to do a better job building the application to represent GED and/or gap year/not currently enrolled students. Curious what info. others gather and how they ask. Thanks in advance for any input.
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
Hi everyone, We’re working on content related to the Demographics by Candid integration in GLM and would love your input. Have you implemented/are you planning to implement the integration? If so, what are your goals? If not, what’s driving your decision? Thank you in advance for your thoughts! Jennifer
Hello everyone! My name is Loha and I am one of the new Client Services Interns here at Foundant Technologies. I am currently in my final year at the University of Central Florida and I'm pursuing my Bachelor's in Information Technology. Although I was born and spent most of my life in Rhode Island, I was able to take the…
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
