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Disaster Relief Resources
Hello All! We know the weather events of the past week have been devastating to so many of our clients and their surrounding communities. If you need resources for disaster relief granting checkout our sample application (we can put it directly in your site), the Disaster Philanthropy Playbook, and reach out to our Success…
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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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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
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What tool does your foundation use to manage contacts?
Hello, We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?
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Could anyone share the questions they use in their LOI process?
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
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Emergency scholarship funds
Good morning, Do any of you provide scholarship students with emergency funds (funds for living expenses, emergency school expenses, etc.)? If so, what is your process like? What are the pros and cons of a program like this? Thank you! Robin Cowles Fremont Area Community Foundation, MI
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October's Outstanding Members 🌟
Congratulations to @DeirdreMcLoughlin, @KelleyHoagland, @AmandaHicks, @JenniferRandolph, @DwayneWilkins, @LaurelMcKellips, @BrendaChamberlain, @LornaSandberg, @GregStanley, and @ChrisRobbins for being on October Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special…
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Recording a spendable to Deferred Revenue account
Hi, I'm trying to find a way to record a funds 2024 spendable to another fund as Deferred Revenue. We've been granted XXX dollars from this year to spend on an IT upgrade that will happen in 2025. To keep our budget balanced, I would like to defer the revenue until next year when the expense will take place. Any…
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Coffee Talk: Cybersecurity-Staying Safe Online
During Cybersecurity Awareness month, we discussed how to protect sensitive data and maintain security protocols in a quickly changing environment. We hope you will join this discussion and share what your organization is doing to prevent security threats.
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La Crosse Area Community Foundation Hiring CEO Position
La Crosse Area Community Foundation is seeking a CEO with a passion for leading a dynamic, forward-thinking team and organization. The ideal candidate inspires community action through innovative approaches, strategic partnerships, impactful planning, and the development of social capital. Learn more about the position: La…
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Newly hired Support Consultant
Hey everyone! My name is D'Wayne Wilkins and I am one of the new Support Consultants here at Foundant Technologies. I became interested in working for Foundant when I saw the role posted and always remembered Foundant from past interactions. I am originally from Wilson, NC, and have a background in Agile. I currently live…
