Best Of
Best practice for inviting applicants to apply
I am working with a Foundation that is implementing Foundant. Although they will import historical data, that will happen after go-live. Currently, they offer a single stage, invite only application.
We've been exploring the options for inviting applicants to apply, and would like to poll other foundations for their best practices both for their first cycle in Foundant and for subsequent cycles.
For the first cycle, it seems they will need to add the Organization record and Primary Contact information so the email can be sent. This can be done via a bulk action, but I cannot find any reporting to identify who was invited and who did - or didn't - apply. This seems like it would be an ongoing issue.
We tried adding a request manually, but when logging in as an applicant to apply, it resulted in a second application. Maybe we missed a step there?
I have implemented other grantmaking systems in the past where this process was pretty clearly outlined, so I'm a little stumped. Thanks!
Karen
Indiana CSuite User Meet-up--May 21, 2024!
Our next Hybrid CSuite Meet-up will be May 21, 3-4:30
If you didn't get the email invitation from Foundant, you can find the registration link here:
https://info.foundant.com/2024-05-21CSuiteINHybridMeetUp_RegistrationLP.html
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 planning.
Has anyone provided a session like this before, or have worked with a great speaker in this realm? Please send all recommendations my way! Thank you!
Elizabeth
Elizabeth Messerli, MA, CNP
Philanthropic Services Officer
Community Foundation of Northern Colorado
970-488-1986
elizabeth@nocofoundation.org
NoCoFoundation.org
Preparing for Post Award Grant Management
During the educational webinar on post award grant management with Kristen Krey from Kim Joyce and Associates, many questions came up. We didn't get to them all. What questions do you have related to post award grant management? tracking indirect costs, grant spend down, systems to help track, division of duties within your nonprofit, what is supplanting? what is allowable?
Let us know what your questions are in this discussion thread!