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Discussion Space: OMB's Freeze on Federal Grants and Loan Disbursement
This is a space for all who have been affected by the recent federal Grands Freeze. More information can be found here and an outline here.
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Washington D.C Regional Training
We are excited to announce Foundant is coming to Washington D.C for a Regional Training August 5 & 6! Register here to connect with your Foundant peers at our 2-day software training and networking event. I hope to see you there!
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Donor Education Event - topics and speakers?
Hello all, We plan to host a donor education event in the fall and are looking for topics and speaker ideas. We had three of these events pre-covid. The topics were ESG investing, how to engage the next generation/family philanthropy, and the importance of capacity-building support. We are open to any topics and speaker…
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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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Let's talk about Impactful Communication!
Hi Compass Community, Let’s talk about communication! Whether you work with a nonprofit organization, community foundation, grantmaker, or scholarship provider, the key to maximizing your impact is the same: building meaningful relationships through effective communication. As founder and CEO of Claxon Communication, I…
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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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Zeffy Software
Anyone have experience using Zeffy?
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Designated Scholarship Conflict of Interest
We have several designated scholarship funds where the selection committee is made up of the school/outside personnel (principal, guidance counselor, etc.) and we have no part in the selection process. Do you have the school sign some type of conflict of interest form and if so, would you be willing to share?
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Grants to High School Sports and/or Club Organizations
Good Afternoon, Our foundation has been getting more and more requests from sports teams in our local area asking for grants. Some sports teams are associated with local high schools, others are independent traveling teams. Some are asking for help with purchasing equipment and others are just asking for general help with…
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February's Top Trailblazers 🌟
Happy March! Kudos to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! 🎉 Let's give a round of applause to: @DebbieStanton, @MeganDeHoog, @AndreaGerhard, @MichelleSchneider, @JoeyGreshowak, @AngelaFarnquist, @teraalbrecht, @AmandaHester, @codifarrar, and @LuisLeon!…
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Regional Trainings 2025
Do you have information on other upcoming Regional Training dates & locations for 2025? I know some have been announced, but we're trying to be sure what's ahead is on the calendar for this year and budgeted for so we can plan and staff accordingly around our events and scholarship/grant cycles. Particularly interested in…
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Public Support Test Modeling
Hello all! We're having a bit of a niche problem and wondering if anyone has insights on software or resources. My team works for an individual funder who is also associated with a Private Family Foundation. We regularly encounter situations in which funding from both entities could cause a grantee to "tip" into private…
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Looking for a conditional formatted check template example for multiple signers
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
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Donations Postmarked before End of Year
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
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Hello from Central Florida... I'm new to Foundant
Hi this is Maggie Soderholm, I am the new Grants Manager at the Edyth Bush Charitable Foundation, which is in Central Florida. I'll be at the 2025 FPN Summit this week in Orlando. I'd love to connect with others, especially those who live in the area. Please feel free to ping me if you're using the conference app. I'd love…
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January's Top 10 Compass Members 🥳
Congratulations to @BradWard, @AmandaHester, @valeriaarriaga, @KatieDecker, @lydiagracey, @AndreaGerhard, @SarahDill, @MarcyAllen, @elizabethmesserli, @LenoraLaVictoire for being on January's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…