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Consultant Knowledge Sharing
Creating this discussion to supplement @Mandypearce's consultant webinar! Share a bit about you, ask questions, etc.
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Compass Tour Recording - May 2023
Watch the video:
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New Compass Tour! (May 2023)
Watch the video:
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POLL: What time of year does your organization prepare its budget?
Are you on a calendar year budget and do your budget planning in the fall? Does your fiscal year end in May and you work through budgets early in the year? Vote in this anonymous poll, and share additional details on your processes below!
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Have you commented yet? Provide input on collecting and reporting race and ethnicity data.
Want to make sure everyone is aware of the April 12, 2023 deadline to provide input into this process. Summary: The Office of the Chief Statistician is taking a key step forward in its formal process to revise OMB’s statistical standards for collecting and reporting race and ethnicity data across Federal agencies…
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How Philanthropy Can Support Culturally-Led Mental Health Programs
Mindful Philanthropy is pleased to announce the release of our latest funder guidance, For the Community, By the Community: How Philanthropy Can Support Culturally-Led Mental Health Programs. We hope that this guidance can be helpful as you make an impact in the mental health of communities of color. The guidance is…
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Drivers and Barriers to Funding for Youth Well-Being: Survey
Mindful Philanthropy is seeking funders of all backgrounds and issue areas to complete this 3 minute survey on the current drivers and barriers to funding the well-being of our nations’ youth. After seeing our young people struggling to cope with the aftermath of the pandemic and rising school violence, we’re attempting to…
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Credit Card/Expense Reporting
We are currently evaluation credit card companies with the hope of making the process of recording expenses more efficient. We're looking for a company that has an app which cardholders can use to snap a picture of their receipt and code the expense from their phones, at the time of purchase. Does anyone have any…
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Scholarship Evaluation
What does your scholarship evaluation look like? What questions are you asking your committee to score? We currently auto score the GPA and income. We have kind generic scores for activities/employment/community service, and then the essay is weighted pretty heavily. Curious if you are asking any other specific questions…
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Remembering Debi Clark
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away after a battle with cancer, it made me sad personally from the many interactions I had with Debi as a coworker and as we talked…
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For foundations that utilize separate general operating and program applications...
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
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Out of Country Scholarships
Hello! Does your Foundation have a policy for scholarships when the University is out of the country? For example, a US student, that meets all of the requirements of the scholarship, but the University they are planning to attend is located in a different country. (Note: This is not a Study Abroad program). How do you…
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Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…
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There are almost 3,000 GLM, SLM and CSuite customers in Compass!
2,888 to be exact. Help us get to 3k by the end of the week by inviting your colleagues who also use GLM, SLM and/or CSuite! All they have to do to join the community is visit www.community.foundant.com and click Register! If you do refer someone, be sure to request the Referral Rockstar badge which you will earn if the…
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Congratulations to the May Top 10!
Congrats to @LeahKopperman, @TessDeHart, @HollyRustick, @ElyseJardine, @MikedeHilster, @WenLo, @AnneHorstHanby, @EricSlepak, @TaranLeight, and @SaraOmari for being on May's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing…
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Siesta Week
Some of Foundant's clients take a Siesta Week -- a full week off to rest and recover. Because Foundant's clients do this, we think Foundant's staff should do this as well. Do you think the Foundant staff should take a Siesta Week?
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Access Support Hub, right from Compass!
Did you know you don't have to leave Compass to access Foundant's Support Hub resources? Type a keyword into the search bar and click Search. The first tab of search results shows you Compass discussions mentioning your keyword or phrase. Click the Foundant Support Hub tab to search Support Hub resources on the same topic!…
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Grant Writing Secrets
This is a discussion thread to ask me questions that I wasn't able to answer during the live webinar on May 25, 2023. Or...feel free to share tips/tricks/strategies that you've found that help secure grant awards! (The webinar recording will be posted here when it's available!)
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Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
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Introduction
Hello Everyone! My name is Harrison Bartlett, and I have recently joined the Foundant Technologies team as a Client Services Intern, and I will be working remotely out of Missoula! In the fall I will start my fourth year at the University of Montana, studying Management Information Systems. I am from Colorado, and came to…
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Moved: Template Questions
This discussion has been moved.
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Moved: How to facilitate blind review of scholarship applications
This discussion has been moved.
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West Coast Clients Represent!
Hey all, As one of only a hand full of Foundant employees in the Pacific Time Zone, I'd love to connect and help you all connect. If you want to, comment below with your name, title, organization and location. I'll start! Alyse Barrios Braaten Manager of Client Services- Grants and Scholarships Foundant Technologies since…
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Follow Up Form / Reporting Dates
When you fund a program, how do you determine the due dates for follow ups? I work for a Community Foundation that makes grants four times a year and requests an interim (6 month) report and a final (12 month) report in follow up forms. We made a grant to a nonprofit in June 2022, so their interim report was due December…
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Hello Everyone!
Hi Everyone, My name is John Heskett, I have just recently joined the Foundant Technologies team as a client services intern! I will be working remotely from Missoula, MT. I have just finished my junior year at the University of Montana where I am currently studying management information systems. I am originally from…
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#TuesdayTip: React to posts!
Any time you react to a post by clicking Like 👍️, Awesome ♥️, Agree 😀, etc. you help build and shape our community! Posts with more replies and reactions will "trend" and be seen by more people. Plus, you get a leaderboard point for reacting! If someone provides a great answer to a question, click "Yes" next to "Did this…
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GPA Requirement
Hi everyone! Many of the scholarships we offer have a GPA requirement, so we ask for GPA in the general application phase. Traditionally, we have asked for an unweighted GPA since that is the most consistent across schools. However, this year we had applicants from a school that does not provide an unweighted GPA to…
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Moved: Long Term or Multi-Year Grants
This discussion has been moved.
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Fee structure for Giving Circles
Good morning, We are reevaluating our giving circles' fee structure and would like to know if anyone has a set fee structure they are willing to share. Thank you.
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Award Letter with ACH language
What language do you use in grants paid at award through ACH? We use to process checks, but now our bank is stopping the service, and have to quickly move to ACH. Our award letters used to have the following language: By depositing the checks, your organization certifies that, to the best of your knowledge and belief, no…
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POLL: What's your favorite caramel flavor?
38 Compass members have earned the Caramels for Comments badge for responding to atleast 25 community posts...Are you next?! In an effort to kick-off our newest Connected Philanthropy subcommunity - a collaborative space for both funders and nonprofits - we encourage you to read and comment on discussions there, or start…
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Impact Charitable is hiring an Accounting Manager
Please see attached details of a full-time hybrid position in Denver, Colorado. Interested individuals should send cover letter and resume to Emily Allred, Finance & Investment Director at emily@impactcharitable.org by May 22, 2023. Applications will be reviewed on a rolling basis.
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IRS Reminds Tax-Exempt Organizations of Annual May Filing Deadline
Hello Nonprofit Friends, Just a friendly reminder from our pals at the IRS that May 15th is fast approaching and that is the annual filing deadline. So if you've already submitted...cheers. If not, you might want to get that extension notice filed. IRS Reminds Tax-Exempt Organizations of Annual May Filing Deadline The…
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#TuesdayTip: Add community@foundant.com to your safe sender list!
Everyday we receive Compass notification bouncebacks from servers that rejected the email because it didn't recognize the email address. That means you're missing out on email notifications from the community letting you know someone mentioned you in a post, you earned a badge, your question was answered, you were invited…
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Compass FAQs
Compass Frequently Asked Questions 1. What is Compass? Compass is Foundant’s online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best practices, and learning helpful tips and tricks. There are conversations relevant to grantmakers, scholarship providers, community…
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Compass FAQs
Compass Frequently Asked Questions 1. What is Compass? Compass is Foundant’s online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best practices, and learning helpful tips and tricks. There are conversations relevant to grantmakers, scholarship providers, community…
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What are best practices when establishing a new 501c3 funding arm for an existing nonprofit?
I'm working with a nonprofit in "Start-Up" mode that has actually been established for about ten years, but is now seeking new sources of funding (they were primarily funded by a single donor). Now that we've applied for a separate 501c3 as a "Friends Of (name of nonprofit)", what are our best practices for explaining this…
