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Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow…
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Newly Support Team Member - Hello!
Hi all - my name is Drake, and I'm so excited to be joining Foundant as a Manager on our stellar Support team. Prior to this role, I served as a member of the client services/sales team at Macmillan Learning, but have always been attracted to Foundant's mission and vision in the Founder/Philanthropic Space. My career has…
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Hi, I'm New Here!
Hello everyone! I am Kristen Neithercut, a new Client Support Intern here at Foundant. I became interested in working at Foundant when I decided to pivot my career away from hospitality/Food & Beverage towards a career that is still client-focused but not necessarily nights/weekends/holidays. As someone with a history in…
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Newly Hired Product Education Intern
Hello! I'm Ella Kunze - the new Product Education Intern at Foundant Technologies. When I heard about Foundant, I immediately realized interning at this company was an opportunity I couldn't pass up. I am from a suburb of Minneapolis and am currently a marketing student with a minor in English writing at Montana State…
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Streamlining Scholarship Acceptance Process Share Your Insight
Hello! I am curious to learn about other foundation’s scholarship acceptance workflow to see if there’s a way to simplify my foundation’s scholarship acceptance workflow. Currently, they have a two-step process. First, the student signs a scholarship agreement, which confirms they are still attending college. I use…
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Does your foundation award many grants at low dollar amounts or few at larger dollar amounts?
Does your foundation award many grants at low dollar amounts or few at larger dollar amounts? Our foundation tends to award few grants at larger dollar amounts to maximize impact in the community among strong nonprofits.
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CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding…
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Anyone users located in Northeast Ohio?
Hi, all! I am new to using the system as a Grantmaker. Our organization has historically only utilized the platform for grant applications. I am looking to fully maximize automation and want to add electronic award letters, grant acceptances, and requests for payments. Previously as a grantee, I know the system supports…
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Anyone users located in Northeast Ohio?
Hi, all! I am new to using the system as a Grantmaker. Our organization has historically only utilized the platform for grant applications. I am looking to fully maximize automation and want to add electronic award letters, grant acceptances, and requests for payments. Previously as a grantee, I know the system supports…
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Quickbooks replacement software
We are a Mac office and don't want to move to QuickBooks Online now that QuickBooks has phased out Mac support. Has anyone made the change to a new software that they are happy with? We have 10 companies, and it is primarily only banking records and pulling reports, TB, BS, IS, and journal entries. Any insight? Suggestions?
