Foundant's Community for Philanthropy
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Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
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…
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
Are you on a calendar year budget and do your budget planning in the fall? Does your fiscal year end in May and you work through budgets early in the year? Vote in this anonymous poll, and share additional details on your processes below!
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
Help us settle a debate. We have a number of scholarships that are paid in the student's second semester (usually January). Should the payment of these scholarships be counted toward the year they were awarded, or the year they were paid? For example: a student graduates in 2023 and is awarded a scholarship to be paid…
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
Hello! Does your Foundation have a policy for scholarships when the University is out of the country? For example, a US student, that meets all of the requirements of the scholarship, but the University they are planning to attend is located in a different country. (Note: This is not a Study Abroad program). How do you…
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
Hi yall, We are a growing nonprofit, with now over 1,000 donor profiles in our current CRM. From your experience, can you recommend a low cost or free CRM that integrates with payment systems, supports landing pages, quickbooks and syncs with email list software? Thanks in advance. -René
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
A grant proposal can’t come together without a sturdy organizational foundation. Learn grant writing project management best practices with this quick guide.
While AI brings many risks and uncertainties, it also presents opportunities for the philanthropic sector. In this episode, we discuss AI tools, the importance of being open to new technologies, and AI's potential implications on human interactions and responsibilities.
Cory Brester | Director of CRM and Information Systems, Foundant Technologies
Cory supports a fast-growing team focused on maximizing the philanthropic community. As a software solution provider for grantmakers, grantseekers, scholarship providers, and community foundations Foundant is tasked with supporting the infrastructure of philanthropic programs everywhere; in order to be successful at this, Foundant needs a reliable infrastructure of its own.
Cory manages Foundant’s internal corporate IT infrastructure and systems as well as leads the company initiatives on cybersecurity. Since starting at Foundant in 2011, Cory has spent much of his efforts planning and developing efficiencies and systems to support Foundant’s growth. His 8-year history with Foundant has allowed him to participate in sales and support – providing the internal experience necessary to provide a framework and continuity to information system processes and data integrity. Outside of his daily management work, Cory also enjoys sharing his cybersecurity knowledge through Foundant education resources, such as blogs and hosted webinars. Cory came to Bozeman from the agricultural community of Laurel, MT to pursue degrees in Finance and Accounting at Montana State University.
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