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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we can provide more personalized, ongoing stewardship. Most of our fund liaisons are in our philanthropic services department and a few from…
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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Colorado
Looking for contacts in the Colorado to expand our collaboration efforts. I'm the Donor Services Manager at the Community Foundation of Northern Colorado. Feel free to email me at elizabeth@nocofoundation.org. Hope you all have a lovely week!
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White label marketing material company
Hi there, We're looking at companies that offer white label marketing materials for both professional advisors and for legacy society members. What are you using? We know Embolden has an option for professional advisors, as does Crescendo. What other companies offer this type of copy to make your life easier (and would you…
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"Matchmaking" between Donor Advised Funds (DAFs) and nonprofits
Hi all, Our community foundation is moving into a more proactive space of serving our DAF holders, including presenting "matchmaking" opportunities to them with current needs in the community and/or in their grantmaking interest areas (which we've been slowly recording in Raisers Edge over the past few years). We do not…
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Seeking Program Specialist & Executive Assistant at Comm. Fdn. of Northern Colorado
NoCoFoundation.org/jobs-opportunities Position: Program Specialist and Executive Assistant Employment: Full time Location: Fort Collins, CO Organization Name: Community Foundation of Northern Colorado Application Deadline: Friday, December 31, 2021 Status: Full Time, exempt Reports to: President/Chief Executive Officer The…
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Verification of matching funds
Hi all, We're trying to shore up our processes for matching funds/challenge grants. What verification forms does your organization use before sending out that matching grant from your foundation? Thank you!
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Scholarship Renewals during COVID - GPA criteria when there is a pass/not pass system
We have two full-ride scholarships that are renewable. Each semester the students submit their latest transcript to show their grades and cumulative GPA meets the renewal criteria. Due to COVID, some colleges and universities have used (or have an option for the student to select) a pass/not pass (or a…
