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Best way to handle a bank account that doesn't need balances swaps
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
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Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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What is the best way to enter stock donations if you do not sell the stock?
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
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Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
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Anyone using CSuite to Manage their Volunteer?
I'm curious to know how others are managing their volunteers. Are you using CSuite or something different? We offer Community Funds, where each town in our region makes decision on grantmaking for their funds. Each has a committee formed of volunteers living in that town. We're looking at a better way to track their status…
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Compass FAQs for New Members
As we welcome more and more new members every week, we put together a Compass Frequently Asked Questions list to get started in the Compass Community! 1. What is Compass? Compass is Foundant + SmartSimple's online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best…
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
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Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
