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Donations Postmarked before End of Year
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
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Funds Payable Upon Request
We have several agencies that do not want an automatic payout of their designated/agency funds. If they want to receive the payout/grant, they will notify us in writing. We refer to this as "payable upon request." Is there a way to mark the fund to reflect this?
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February's Top Trailblazers 🌟
Happy March! Kudos to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! 🎉 Let's give a round of applause to: @DebbieStanton, @MeganDeHoog, @AndreaGerhard, @MichelleSchneider, @JoeyGreshowak, @AngelaFarnquist, @teraalbrecht, @AmandaHester, @codifarrar, and @LuisLeon!…
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Have you met these Top 10 Members? (Plus, new Leaderboard Challenge!)
Congrats to the following Compass members for being our Top 10 All Time Leaders to-date! @KentWeimer @BettieStammerjohn @TomWickersham @LornaSandberg @CelesteCarlson @CarolReynolds @LisaDiehl @JennieGeisheimer @TrishBachman @GaryWise Click their names to view the profile or send a message to any of these community members,…
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Regional Trainings 2025
Do you have information on other upcoming Regional Training dates & locations for 2025? I know some have been announced, but we're trying to be sure what's ahead is on the calendar for this year and budgeted for so we can plan and staff accordingly around our events and scholarship/grant cycles. Particularly interested in…
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Public Support Test Modeling
Hello all! We're having a bit of a niche problem and wondering if anyone has insights on software or resources. My team works for an individual funder who is also associated with a Private Family Foundation. We regularly encounter situations in which funding from both entities could cause a grantee to "tip" into private…
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Best practices - Evaluating Grant Applications
Being new to Foundant Grants - this is our first year - I'm wondering if anyone has any suggestions for doing an informative and useful application evaluation process for the reviewers? We've always used a simple worksheet. Going online with our grant applications, we changed up the application. I want to develop a process…
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Could anyone share the questions they use in their LOI process?
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Looking for a conditional formatted check template example for multiple signers
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
