RhondaThomson ✭✭✭

Our organization uses Board Effect. We originally looked into Diligent but it was outside of our budget. This is where we learned that Board Effect was another version made more specifically to non-profits. I've also heard of the program, Fathom, which is an AI program that will take minutes for you if you are connected…

We have not charged a fee for service, but have done a "sponsorship" trade for services. The amount of hours it would take will all depend on how many applications are received and what they require from you. We had them put in applications and then all I was required to do was assign evaluators. After evaluations, I…

I'm always excited when I see my name was entered in a draw for caramels! Thank you!

Hi @CourtneyWhited - What types of criteria are you wondering about? Whether or not your organization can grant to a college/university? For us in Canada, this is made by our government Canada Revenue Agency. Otherwise, our eligibility comes from our funders who decide what they want their funding to support. ie. Financial…

I wish I didn't have to pick just one! LOL

With our financial need, when they answer yes, we ask for a short essay. This then gets scored by the evaluators. We have asked our funders to either ask for financial need or not. We don't offer it as a preference anymore. If it is a preference for something else, I have a tab labelled preferences in my UA. For example I…

We use the following along with a letter congratulating them. Hope this helps! Unrestricted Grant Agreement By returning the completed, attached direct deposit form, your organization agrees to the following terms and conditions: 1. This grant is for general support of your organization. Please contact the Foundation…

Do you use a universal application?

Can we earn it twice? LOL 😀 #caramelsareworthit

I like the little bit extra explanation and may have to incorporate some of this into my evaluations for next year!

Hi @MarshaStrauss! I have some similar duties to you. My newest title is Administration and Grants Manager. I was previously an Executive Assistant, but it did not even begin to describe the duties I cover. Being from a small organization of 3 staff and 1 contractor, we all do a variety of duties as you I'm sure are well…

Hi @CameronWood. I've attached the scoring system we currently use. We are in a constant state of change to keep up with trust based values and any other goings on in our communities. Keep in mind this evaluation scoring is not the final deciding factor to how we evaluate our applications, but it does come in handy when we…

Can you use more than one type for a grant? Sometimes they cross over.

Pralines and cream is always my favorite!

Hi @AprilHaynes. Hope this helps! This is what I send to them, along with a video tutorial (it wouldn't let me upload it here) of a side by side evaluation in the GLM/SLM. We do not have a committee meeting, so far. We moved to Foundant to get away from all the paper, so I would probably bring it up on the screen in our…

Hi @kathleensayce . I was curious as to whether or not we had specific policies around bequests and we do not. Bequests are only mentioned under our Gifts Acceptance policy in that we accept them. I would be curious to know if we require a policy to speak to bequests only and will be following for more insight as well!

We have some information on our website on how to leave bequests. You can find more information here - https://www.buildingtomorrowtoday.com/ways-to-give/

Hi Julie. I don't have any tips on integrating. Our whole board does not deliberate on our applications as we have a granting committee. I quite like the GLM and it's too bad they won't get on "board" with you totally! The side by side evaluation works well for our committee members so far; however, we had GLM before Board…

Thanks Carol! I'll have to look into that if our hybrid meetings become more of a thing (which I'm sure they will). Spending $150 on a good webcam could go a long way for us as we are a fairly small non-profit as well.

We have started allowing printouts/screen shots of their online enrollment forms that includes their information to verify.

We have a television in our conference room with a web cam set up on the top of it. We connect a laptop with an HDMI to the television and connect the webcam to the laptop. It works quite well for us so far. The camera covers the board table and chairs from where it sits. My biggest take away is to have one person solely…

I really enjoyed this coffee talk and took away so many ideas, plus it got the creativity flowing again. It's been a year and a half of a very different work flow and this made it feel normal again! Looking forward to @GennaFreed 's notes and documents she's going to share! Thank you again!

Hi Turner! Living in Bozeman must be quite a difference and I bet works great for your outdoor life too! Welcome to Foundant!

Nice to meet you Austin!

Hi Katie. Our governance committee is currently working on a policy. It may be a month or two before it is firmed up. Please feel free to contact me in September to ask about it if you haven't found one by then.

That's exciting news on a Friday! Just what I needed today!

We are definitely moving to this type of "trust based philanthropy" with our grantees. We realize they are the experts in their work and us bogging them down with a lot of extra reporting hinders them to do the great work they do. We have decided on no longer requiring final reports on anything funded under $1000. We still…

Hi Missy. We never share the donor contact information or donation amount. We will provide the donor name if the donor is not anonymous, on some occasions. For example, we have a fundholder who wrote a book, and instead of asking for money to purchase the book, they instead asked that a donation be made to their fund. We…

Looks like Bozeman and Grande Prairie, Alberta have similar weather patterns! We had a dump of snow on Wednesday and it's starting to melt again. There's a bit of green grass starting to show through in spots. #lovewhereyoulive

This is our memorial letters we send to let others know we received a donation in their name. We have a few fundholders who make a donation in someone's name on behalf of a customer instead of sending flowers etc. They also provide us, usually with the deceased loved one's information. It is with tender thoughts that we…