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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Long Beach Community Foundation is Seeking a Grant and Scholarship Administrator
Hello Compass Community, One of my fabulous clients, Long Beach Community Foundation, is hiring for a Grant and Scholarship Administrator. This is a full time, salaried role based in Long Beach or the Greater Los Angeles Area. Remote/In-Office hybrid. You can see the job description and additional information here:…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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What's Up from Missoula!
Hello team! My name is Tristan Clifford and I am one of the new Client Support Interns here at Foundant Technologies. I think it's awesome to have this opportunity to work at Foundant, as I believe that non-profits and charities do some of the most important work by helping people in need and alleviating issues that aren't…
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529 Plans to pay scholarships
Hi! Our Community Foundation is looking into paying scholarships through 529 plans to help avoid aid displacement. Do any other organizations pay scholarships this way? Has it been helpful in reducing aid displacement? Thank you!
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New to the team!
Hello everyone! My name is Lina Spaes, and I am one of the new Customer Support Interns here at Foundant Technologies. As a recent Business Management & International Business graduate, I was drawn to Foundant for the exciting combination of philanthropy and technology. A fun fact about me is that I am originally from…
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Hello from Intern Row in Bozeman, Montana!
Hello everyone! My name is Patrick Dowse, and I am a new Customer Support Intern here at Foundant Technologies. I am a final-semester senior at Montana State University, studying English Writing with a minor in English Literature. The communication aspect of the Client Support Intern role is what initially drew me to…
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? What…
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Grant Awards for AI Tools and Training?
Hi Everyone, Is anyone currently making grants to support organizations' efforts to purchase and/or implement AI tools to improve their operations, fundraising, etc.? Are these grants driven by the organizations? For example, are nonprofits indicating this is a need they have and they're submitting capacity-building…
