Foundant's Community for Philanthropy
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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…
Recently, I accepted a position as a grant proposal writer for The Children's Organ Transplant Association (COTA) www.cota.org. They do fundraising campaigns, obtain donations from individuals, and seek grants from foundations; that is now my job! I already sent many LOIs out to new potential grantors and have sent…
Congrats to @JuanaBaribeau, @AnnSiciliano, @JulieLaLuzerne, @SaraRaabMcInerny, @AnastaciaLamb, @LoriVorpahl, @ElizabethZappa, @PatrickLaorden, @JimMartin, and @KatieRatkowski for being on the November's Top 10 Compass Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you…
We have a community grant program that has a primary focus of youth development and education. In follow up reports, we ask for a short story about how the grant dollars impacted those served by the grantee, as well as an area to upload photos and videos. Obviously, most of these photos and videos are normally of the…
Hi All, I am reaching out for your best practices when it comes to signing grant acceptance forms. Currently, our Foundation has a grant acceptance form built out in GLM that is assigned as a follow-up form. Below are the questions that we ask regarding authorization to sign/accept. Most often, we find that the person who…
Have you ever run into an issue and went to search if other's are facing a similar experience here on Compass? If the answer is yes, you most likely went to the search bar on the main screen and typed in the root of your issue: perhaps searching "ACH payments" or "Donation Portal." While it is great to see what others have…
This is our process for the new match announced recently that we're not allowed to "name" yet!
Are there other funders out there that always end up with unused Capacity Grant funds? It's an easy $5,000 with a simple request process. Thoughts on why our nonprofits do not want to take advantage of capacity-building dollars? 🤔
Our foundation needs help reaching continuing college and nontraditional students to notify them of scholarship and educational loan opportunities available through our foundation. How are other community foundations marketing to prospective scholarship applicants who are not in high school?
Hey everyone! I am building our application with Foundant and using this as an opportunity to re-think some of the questions on our application. Several of our scholarships are based on financial need. Currently, I ask students to list their estimated college expenses, scholarships they have for the upcoming year, and…
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 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…
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Discover the real-world stories and examples that showcase successful collaborations, demonstrating the power of unity in addressing the challenges of our time. Whether you're a funder or a nonprofit organization, this episode offers invaluable insights and inspiration to fuel your own collaborative endeavors. Speakers: Brad Ward, Regional Director, Community Foundations | Foundant Technologies Diane H. Leonard, GPC, Founder | DH Leonard Consulting & Grant Writing Services Andrea Dicks, President | Community Foundations of Canada Cesar Del Valle, Director of Partnerships | Candid 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
