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October's Top 10 Compass Members!
Happy November! ššš¦ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, andā¦
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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 anā¦
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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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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 andā¦
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Discretionary Grant Letter
Hello! Is anyone able to share their discretionary grant letter with me? Thank you!
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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 ā it should not be swept or adjusted during cash management. Maintain a consistent reconciled balanceā¦
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Philanthropy Southwest 2025 ā Letās Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, Iād 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 āahaā moment from the conference? Did you attend any sessions that stood outā¦
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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 firstā¦
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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 statusā¦
