Best Of
Re: Award/Payment Notifications for Grantees
Hi @GabbyLam,
We're still exploring ways on how other users are using the system but since my post, we've started doing our award letter for grants from unrestricted funding in GLM. This allows us to pull the information of the applicant, grant period, and follow up due dates. Our "payment" letters are being sent through CSuite using the Grant Letter template. we're manually generating the documents to be sent, though we are exploring using the automated email that would be triggered, which would include the letter, as our Finance teams post the check.
For DAF grants, we currently create templates outside the system, though we plan to use the CSuite in the new year. We'll be using the advance Grant Letter template as it contains the fields we need to combine grant, payment, and advisor information. All our DAF grants are sent to GLM in application complete, those grantees don't complete anything in GLM. We've developed a form through HelloSign (dropboxSign) to collect ACH information. Majority of our DAF Grants get paid at award. We only do signed award letter for matching grants.
Hope this help, happy to talk further!
Re: Reflecting on Giving Tuesday: What Worked, What Didn’t, and What We Can Learn Together
We tend to mention Giving Tuesday generally on social media but we tend to not focus on fundraising on that day because we don't want to compete with our grantees. We have other campaigns at different times of the year to solicit our fundholders.
Nice to Meet You!
Hey everyone! My name is Estella Coghlan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I heard about the strong internship program. I am originally from Mandan, ND, and have a background in the food service industry and office admin. I currently live in Bozeman, MT and enjoy podcasting, fishing, socializing, and playing pickleball. I look forward to working with you all!
Re: Reflecting on Giving Tuesday: What Worked, What Didn’t, and What We Can Learn Together
We focused on our community wish list items - it's a great way for those who are stepping into philanthropy for the first time to get started by meeting immediate needs for non-profits and schools in the service area. Additionally it was followed up with telling the story of some of the wishes that were granted and demonstrated that both small amounts and larger amounts make a big difference for the organizations who benefit. Storytelling is important on so many levels, especially one generation to the next - in our work, it can be a key way that the seeds of generosity are planted and grown across the years.
Reflecting on Giving Tuesday: What Worked, What Didn’t, and What We Can Learn Together
Hi everyone! 🌟
Now that Giving Tuesday is behind us, I’ve been reflecting on how important this day is for driving awareness, engagement, and impact in our communities. It’s also a chance to test the effectiveness of strategies and tools we rely on to make philanthropy thrive.
I’d love to hear from you about your experiences this year:
- Engagement Strategies: What approaches did you use to inspire donors and tell your story effectively? Did you try something new this year, or stick with a trusted method that’s worked in the past?
- Maximizing Tools: How did our software support your Giving Tuesday efforts? For example, did you use donor segmentation to personalize outreach or reports to track progress in real-time?
- Lessons Learned: Were there challenges you encountered that helped you grow or strategies that didn’t land as expected? How might those lessons influence your planning for future campaigns?
One theme I’ve been exploring in a fundraising course is the power of storytelling and donor-centered messaging—making the donor feel like the hero of the impact story. If you used this kind of messaging, I’d love to hear how it resonated with your community.
Let’s make this a space for shared learning! Whether Giving Tuesday was a triumph, a learning experience, or somewhere in between, your insights can help others refine their strategies for next year.
Looking forward to your stories and ideas! 🚀
