Foundant's Community for Philanthropy
Join Compass and connect with the philanthropic community. Explore discussions, find resources, exchange ideas, and more!
Some of Foundant's clients take a Siesta Week -- a full week off to rest and recover. Because Foundant's clients do this, we think Foundant's staff should do this as well. Do you think the Foundant staff should take a Siesta Week?
We are currently evaluation credit card companies with the hope of making the process of recording expenses more efficient. We're looking for a company that has an app which cardholders can use to snap a picture of their receipt and code the expense from their phones, at the time of purchase. Does anyone have any…
Did you know you don't have to leave Compass to access Foundant's Support Hub resources? Type a keyword into the search bar and click Search. The first tab of search results shows you Compass discussions mentioning your keyword or phrase. Click the Foundant Support Hub tab to search Support Hub resources on the same topic!…
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away after a battle with cancer, it made me sad personally from the many interactions I had with Debi as a coworker and as we talked…
This is a discussion thread to ask me questions that I wasn't able to answer during the live webinar on May 25, 2023. Or...feel free to share tips/tricks/strategies that you've found that help secure grant awards! (The webinar recording will be posted here when it's available!)
Does anyone put the annual rate of return on your fund statements?
Hello Everyone! My name is Harrison Bartlett, and I have recently joined the Foundant Technologies team as a Client Services Intern, and I will be working remotely out of Missoula! In the fall I will start my fourth year at the University of Montana, studying Management Information Systems. I am from Colorado, and came to…
This discussion has been moved.
What does your scholarship evaluation look like? What questions are you asking your committee to score? We currently auto score the GPA and income. We have kind generic scores for activities/employment/community service, and then the essay is weighted pretty heavily. Curious if you are asking any other specific questions…
Good morning, We are reevaluating our giving circles' fee structure and would like to know if anyone has a set fee structure they are willing to share. Thank you.
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…
hi all! I really hope you guys can help or give some advice regarding spending policy funds and how to run reports that will reflect the spendable amount and the grants paid over the year. Any advise is greatly appreciate it!! thank you
Hi there! I read the other discussion post about awarding to non-501(c)3s but wasn't quite what my team was looking for. We are a pass-through entity that awards federal funds for conservation related projects. As of now, we only do 501(c)(3)s but are looking to expand to other 501(c)s, starting with at least 50(c)(4)s and…
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?
Investing in your grant strategy can yield incredible results that can help your organization grow for the long term.
Calculating and communicating the return on investment for a large software purchase is no easy task. This episode explores some useful marketing and selling strategies that can be applied to internal purchasing decisions. Lori Finch, Director for Nonprofit Sales and Sales Enablement | Foundant Technologies Lori is a dynamic and creative executive, strategist, and builder with an entrepreneurial spirit and skilled in sales, coaching, partner development, relationship/account management, and communications View her LinkedIn here Links: * Webinar: Communicate For Good * Q&A: Nonprofit Q&A: How to Communicate for Good * nonprofitlearninglab.org * Compass: Connect with other members of the philanthropic community at Community.foundant.com * Social: Follow Foundant Technologies on Facebook, Linkedin, Twitter, and Instagram
