HeidiFindlay ✭✭✭

ooh! I love this kind of data! Were there any unanswered questions? Are there any badges not yet earned? Did anyone request a badge be created? Are we active in chat one quarter or season over another? How many are in here under GLM or SLM or both or employees? Thank you!! Heidi

@elizabethmesserli This looks really simply and should be working for everyone. Thank you for grouping the donations. You might want to consider pledges - will you match pledges? It makes it a little tricky for the nonprofit, but their CRM software should be tracking pledges and realized pledges. Could you use Foundant's…

Hi - Our approval process collects the region where the work is completed, but the grant application itself will have to spell out where the work will take place - and be reportable. I'm reading your question as "how do I collect info on the work in each region," is that correct? Could your grant reporting request info on…

Hi @elizabethmesserli We request a simple list of donor names and a column for commitment (yes/no) or pledge (yes/no). We ask for this several times during the grant life-cycle and we distribute our grant based upon those cycles. We no longer ask Who & How Much, but I know other places still do. I added a spot (yet to be…

@KatieMackenzie @JoyceBrasher - agree to set up the follow-ups at the time you approve the grant. i have a sub-set for multi-year grants that helps to keep me straight. yes, unchecking is a big time saver down the road - unselect all, and then check what you want. BTW, thank you @Foundant for letting me adjust dates on…

Welcome @annaneikirk! h

Hello @JasonKruger and WOW, yes, very cool photo. In Florida, we try to get photos of rocket launches and lightning. Not always at the same time.... h

@katiesproles Welcome! Here's to a smooth move. You will have all of the same outdoor activities in Bozeman! h

Thank you for the fun Friday note 😊

@BethNuttall I come from the world of the nonprofit charity, and I cannot imagine ditching donor records, even if inactive. I've worked in places where the accounting system also has record (but didn't like it), and that helps accounting, but what happens when that donor becomes active again? You'll be creating something…

Hi @garrettmarch We don't have evaluators or reviewers online, however, if we did, I think they would see whatever the organization uploaded in the grant application. Our grantees have to upload their most recent 990, and their audit, if they have it. Another way is to go into the organization record and click on the 990…

@MaximilianEyle We typically do not change anything unless we have to. This past March, our auditors said we need to adjust our grant award letter template for any conditional grants going forward. A change that's as simple as including that if the conditions of the grant are not met, that the Foundation specifies a right…

I remember College Night when universities, colleges, military, and trade schools came for one night to talk with students (I've seen this set up in the day, as well). I can remember a little conversation about scholarships. If you could support this with someone on site, or a table set up, could it be beneficial? I say…

I have downloaded Serotek and WOW, this is not easy. I understand how using a screen reader will take someone a great deal of time - and they'll need help. Tabbing and spacing and entering are not as predictable as you would think. Incredibly difficult to know where you are (i closed my eyes and the screen reading would…

@TiffanyWilhelm of course. i could also try one on my own processes, but admittedly, i do not use all the bells and whistles that come with Foundant GLM!

@TiffanyWilhelm @JakeSharp My upfront disclaimer: I do not have experience with screen readers. Still, I did a little (little) digging and the problem might also be with the screen reader. There are those that are compatible with Chrome, but maybe not with Safari, Firefox. The screen reader might not be five-star. That…

Well, this is a first. Thank you! Congrats all!

@ClaraCrinkey @RhondaReichert @Kellieutzinger @KevinVahlbusch Snow is not a problem in Florida. Mind you, nobody moves here for our summers. I'm truly enjoying all the pictures!

Firmly and compassionately. I experienced this within the first few months of being a brand new grants manager at a private foundation. Having come from near 20 years on the charity and service minded side of philanthropy, I went into automatic appeasement mode, but stopped myself. Does the unhappy person have specific…

@BenLuchsinger - thank you for sharing! what a wonderful thing to do for residents! Ah... pine trees....

@Kellieutzinger - Little says Spring like crocus blooms!! In Virginia, they start in February and sometimes poked through snow (food for the insects that wake early). I was at my dad's this weekend, outside of Tampa on the Gulf of Mexico, and found these beauties. I immediately thought of this post and snapped a few…

oh daffodils! i miss daffodils.... what a BEAUTIFUL thing to do for the city. here in Central Florida, Spring starts in February and hiccups around with Summer until about now... where we'll be in Summer until November-December. Florida means the land of flowers, and boy, it sure is! These tiny flowers (none larger than…

@AlyseBraaten , below is the job description that was posted for my position in 2017, a few grants managers ago.... Not a lot has changed. I've made a few markups for what I would like to see. As for other advice on hiring.... state the salary min or max up front; state if you are allowing remote/from home, and offer info…

Ha! In the morning and through mid-day, I can get by with "breathe" or "pause" or thinking about someone or some place that is special to me. However, by 5pm and in traffic, I reach "dear lord please get me home so I can wash and put my feet up and shut this all out!" By bedtime, I am refreshed again and can calmly…

@AaronSpevacek I download the Foundant report to Excel and format it to fit our regular reporting, then add it to the Board Book. We had Crystal Reports that were set up WYSIWYG, and I do miss that, but am waiting patiently ;) So far, nobody is interested in the charts.... I do, however, get requests for ad-hoc reporting,…

Hi @karynmckelvey We do things a little different... The grant award letter contains the following: "We are happy to advise you that the Board of Directors of this Foundation recently authorized approval of your Grant Request in the amount, for the purposes, and subject to the special conditions indicated below: Amount: Up…

We never closed the office. One of the five of us worked from home April and May, and resigned at the beginning of July. The rest of us have been here for the long-haul. Our May board meeting was held as a conference call, and we were going to do a Zoom meeting last week, but the board pushed back and we held it in person,…

I know we left this here in June, but it reminds me of when I worked elsewhere and the auditors wanted particular documents from the NPO files and we had gone paperless. I printed them from the database for the auditors the first year, and from then on, we provided them as PDF. Where I am now, we have both paper and…

@AmyNossaman, This is such a great question! We've been making sure our Foundation website is ADA and more compliant and we're reassured that it is, but I hadn't thought about Foundant. @Marius Dereskevicius - are our applications, follow ups, reports, etc, accessible to assistive technology? on behalf of Amy, heidi

Hi Rand, I'm glad I checked in and saw your post and question. There have been many times in 2020 where I've relied on inner peace and hope, and I have seen it in others. The smiles came back (even if usually masked), and people here are talking slower and listening more. I met grantees through virtual tours and walked a…