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Consultant Knowledge Sharing
Creating this discussion to supplement @Mandypearce's consultant webinar! Share a bit about you, ask questions, etc.
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Compass Tour Recording - May 2023
Watch the video:
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alternative to deceasefinderrecord?
We are looking into other platforms that are similar to but not DeceaseFinderRecord (Blackbaud). Do you use a platform to search for deceased information for records in your database? If so what do you use? Are the results reliable?
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Is there a name for the feeling you get when submitting a grant application/LOI/RFP?
Or is it just adrenaline? 🤸♀️🤑🎉😝
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Outside Funding for an Employee Emergency Relief Non Profit
Hi, we are a nonprofit employee emergency relief fund helping our employees across the US through unforeseen financial hardships. We are proudly funded by employees for employees but would like to be able to learn if there are any outside funding/grant opportunities that we could explore to help with our limited funding.…
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How many Wisconsin-based foundations are in the GrantHub Pro database
The nonprofit I'm working for is considering different options, and we'd like to know how expansive GrantHub Pro's database of Wisconsin-based foundations is. Ideally, we'd find a software/platform that lists many so that our nonprofit can pitch them. Thank you!
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Low price CRM recommendations for a growing nonprofit
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
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Chart of Accounts
Are there guidelines and best practices on how to set up and maintain your nonprofit's chart of accounts? How does the structure of your chart of accounts impact your ability to plan and understand your budget - as well as create and analyze your financial statements? Join us on our webinar to learn more.
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What you wish funders knew OR what is the worst question you've had to answer
I'm working with the Foundant Team to create a webinar for grantmakers to share with them the things that we as grant professionals wish they knew. Please share the worst question you've had to answer on a grant application. What do you wish you could tell them? No need to identify the funder. I promise to keep everything…
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What is the best way to reconnect with a previous funder?
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…
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Taproot or Catch A Fire
Has anyone used Taproot or Catch A Fire? These two companies match grantees needing a professional service with a volunteer who will provide that service to them at no cost. The Donor buys into the service and gives access to their grantees. I am considering something for my small grantees without staff and needing much…
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Bridging the gap - Grants and vouchers having special handling instructions
We are having a disconnect where a donor has asked to have a grant check sent to them rather than to the nonprofit (they want to present the check or include a note with the check before mailing it to the nonprofit) or sent to a 3rd party address for processing (for example, the donor has requested we send the check to the…
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WE'RE HIRING! Kitsap Community Foundation
Accounting Manager To succeed in this role, the right candidate will be to love variety, work independently, communicate well, and be super organized. We are looking for a motivated individual with a proven track record in both bookkeeping and office administration. The right candidate will be flexible and able to thrive…
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Charging a Fee vs. Spreading Expenses out amongst the funds
Hello, We are a Community Foundation with roughly 130 funds. Some are unrestricted, some managed and some are temporarily restricted. We do not charge any fees to manage these funds, rather we just pass on expenses from our Financial Advisor and operating costs to the funds on a percentage basis. Can I ask the pros and…
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Coffee Talk: How does your grantmaking foundation manage change?
You face daily choices amidst the constant changes in philanthropy. How do you decide which change to embrace and which to dismiss as a fad? Which changes—whether systems or processes—will create space for the essential, impactful work supporting your mission? As we review our processes and explore new granting strategies,…
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Grant application request for bank acct. information
Could someone tell me if it's normal practice for a grant application to request all your bank account information? I'm a newbie an with all the scams these days.... The grant maker is on Grant Station and appears to be legitimate in every other way. Thank you.
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Job Opening: Development Officer!
Hello, The Community Foundation of Northern Colorado is hiring for a Development Officer who will provide fundraising experience and expertise to the existing Development team! You can see the job description and apply here: https://nocofoundation.org/careers/
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Review Simply Generosity
https://www.simplegenerosity.org/ Does anyone have a review they'd like to share about Simply Generosity? It sounds like a wonderful organization, but before we share all our banking information I'd like to research a little. Thank you for your time and efforts,
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Hello from the Rio Grande Valley!
Hi all, my name is René Ballesteros and started as Development Manager with Latinos in Heritage Conservation in late June! We are growing national nonprofit and I currently work remote in South Texas. I worked as a graduate fellow with LHC in the spring, and I loved their mission and vision. I am excited to be helping with…
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Contact List Management
How do others deal with external and internal contact list management, between Foundant and Excel for example?
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Finance Associate - the Community Foundation of Greater Chattanooga
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Dear Compass Community,
I have recently decided to accept a new opportunity and will be moving on from Foundant. I have thoroughly enjoyed being Foundant's community manager for the last 3.5 years. Starting Compass from scratch and seeing it grow to where it is now has been a really cool experience. I want to thank YOU for all your contributions…
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Are you a consultant, or looking to start a consulting business? What are your pain points?
Let us know what your pain points are in your consulting business growth with this one question survey. :) Thanks for your support.
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Fee structure for Giving Circles
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.
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Healthy Grant Pro Grant Professionals Survey
Where would your organization be without grant funding? The Healthy Grant Pro Team (GPCs @TrishBachman, @PatriciaDuboise, @JohnaRodgersGPC and me) is researching factors that are critical to maintaining a work environment that supports and retains high-quality grant professionals. To be a part of this new research effort…
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Grant Writing Secrets
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!)
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IRS Reminds Tax-Exempt Organizations of Annual May Filing Deadline
Hello Nonprofit Friends, Just a friendly reminder from our pals at the IRS that May 15th is fast approaching and that is the annual filing deadline. So if you've already submitted...cheers. If not, you might want to get that extension notice filed. IRS Reminds Tax-Exempt Organizations of Annual May Filing Deadline The…
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Compass FAQs
Compass Frequently Asked Questions 1. What is Compass? Compass is Foundant’s online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best practices, and learning helpful tips and tricks. There are conversations relevant to grantmakers, scholarship providers, community…
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What are best practices when establishing a new 501c3 funding arm for an existing nonprofit?
I'm working with a nonprofit in "Start-Up" mode that has actually been established for about ten years, but is now seeking new sources of funding (they were primarily funded by a single donor). Now that we've applied for a separate 501c3 as a "Friends Of (name of nonprofit)", what are our best practices for explaining this…
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Administration or Operating Costs
Our Global Program hires local people to be our Ambassadors to help us run our social entrepreneurship programs world-wide. They are part manager, part teacher and mentor. Can someone tell me if this position would be considered administration in the grant writing process or can their compensation be considered operation…
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Create your own Group in Compass!
Groups are a great feature in Compass that allow members to create an area outside of the standard categorized discussions for collaboration around a specific topic or event. Any Compass member can create a group! Take a look at this Sample Group to see how Groups look. Explore the Group read the how-to PDF and watch the…
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Happy Anniversary, Compass!
I'm so grateful for this community of philanthropic experts who are always eager to share their experiences and help others maximize their impact on their own communities! What is your favorite thing about Compass?