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Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
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Elias Vesbach Introduction
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
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Scholarship Deferral Policy
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
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AI for Community Foundations
Has any organization integrated AI into their daily work beyond just taking minutes and sending emails? We are struggling to find resources and training applicable to community foundation work, and our staff, particularly development staff, are asking for more. I would love to chat with someone who has found unique…
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Introduction
Hello everyone! I am Elizabeth Clary, one of the new Client Support interns here at Foundant Technologies. I became interested in this position after hearing all of the wonderful testimonies about the internship opportunities here. I am originally from Chicago, Illinois and am in my last year at Montana State studying…
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Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
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Universal Fund Agreement
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
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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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Grant Application Scoring Rubric
Hi everyone, Just curious to know how you all score your grant applications. We have specific questions on our application that are worth up to a certain number of points and displayed on the application for applicants to see the weight of that question. The Board then scores the responses to get a total score for an…
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Collaboration Grants
Does anyone do collaboration grants where multiple organizations come together and submit one application for the group? If so, how do you process these and track them in the system? We are currently having one organization be the primary one to submit the application and who we make the award to, but knowing that funds…
