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Returned Grant Dollars
Has anyone ever encountered a situation in which grant funds need to be returned to your funder/foundation? How did you track this in GLM as the gift is now void but the record is important? Would love some insights!
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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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501(c)4 organizations
Good Afternoon, I am running across an issue and I was hoping the community could help me! I recently had a donor wanting to use their funds and when I looked up the organizations they are both 501c4 organizations. I entered the grant and I was able to approve the one organization and make it eligible to receive grants.…
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Who can submit a grant application?
Do you accept grant applications from applicant organizations that are essentially a one-person incorporated entity (with one individual responsible for all aspects of the grant, including financial management and disbursements)? If so, how do you approach funding decisions in these situations? Do you fund this type of…
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August's Top 10 Compass Members!
Happy September! 🏫🍎🍂🌻 A huge congratulations to our Top 10 Compass members for August! Your energy, dedication, and thoughtful engagement kept conversations thriving. We’re grateful for the impact you’ve made! Let’s give it up for: @MariusDereskevicius, @LenoraLaVictoire, @SaraNickels, @MeredithEdwards, @LinaSpaes,…
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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…
