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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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New Compass Tour! (May 2023)
Watch the video:
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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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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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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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Preparing for Post Award Grant Management
During the educational webinar on post award grant management with Kristen Krey from Kim Joyce and Associates, many questions came up. We didn't get to them all. What questions do you have related to post award grant management? tracking indirect costs, grant spend down, systems to help track, division of duties within…
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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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Low price CRM recommendations for a growing nonprofit
Hi yall, We are a growing nonprofit, with now over 1,000 donor profiles in our current CRM. From your experience, can you recommend a low cost or free CRM that integrates with payment systems, supports landing pages, quickbooks and syncs with email list software? Thanks in advance. UPDATE (4/23/2024) Since this original…
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Scholarships -- Determining Financial Need
Hey everyone! I am building our application with Foundant and using this as an opportunity to re-think some of the questions on our application. Several of our scholarships are based on financial need. Currently, I ask students to list their estimated college expenses, scholarships they have for the upcoming year, and…
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FAFSA Challenges - What did you do?! Coffee Talk
We had a great live Coffee Talk about FAFSA at the Foundant Summit Conference. Here are some comments from the participants, grouped by theme. Please add thoughts & ideas of your own - We can revisit this next year when we do it all again! FAFSA CHAOS: WHAT DID YOU DO?! We bailed on the whole FAFSA thing and instead went…
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ACH Scholarship payments
Hello All, We've moved our grant payments to ACH, and now we're working on using ACH for scholarship payments. In the past, we mailed a check for each student award along with a cover letter. Sometimes that meant sending 10 or more checks and letters in one envelope to the school. For those of you currently using ACH for…
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Hello Everyone!
My name is Amber Kurth and I am one of the new Client Support Interns here at Foundant. I am a Junior at Montana State University studying Business Marketing. I am originally from Orland, CA, but my family has since moved to Kalispell, MT. I enjoy cooking, reading, camping, Bobcat games, spending time with friends and…
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Greetings!
Hello everyone! My name is Quentin Courtney and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Missouri, but have spent time post-college in Colorado as well. Some things I enjoy include hiking, golf, and video games. I look forward to working with you all!
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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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AI Generated Responses from Applicants
My organization uses Foundant for Grant, Scholarship, and Assistantship applications. We recently received two applications that were generated by AI (ChatGPT). The prompt to the essay was copied, pasted, and entered into ChatGPT and the response generated was submitted directly to the scholarship application as the…
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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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District Wide Common Scholarship Application Software
Hello! Has anyone successfully partnered with other scholarship providers in their area to put application processes from different organizations onto the same software? The vision is a scholarship software solution for the entire school district so there is just one place that students go to fill out scholarship…
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Procurement Software: Is anyone using procurement software and interfacing it with CSuite Vouchers?
Hello, We are looking to improve and streamline our invoice payment process. Wondering what other Foundations are doing. Does anyone use procurement software and interface it to CSuite to create vouchers? We would appreciate a conversation if you have any ideas. Thanks in advance for you thoughts! Elaine Nedder Stewardship…
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Reverse Scholarship Program
Good morning, If you are running a reverse scholarship program, I have questions for you! Are you storing applicants social security numbers in SLM? Have you converted any existing scholarship funds to fund a reverse scholarship? Thank you,
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Is there a place in the grant budget for facilities our nonprofit owns outright?
Through strong local support our nonprofit owns our campus and facility outright, so our grant budgets never include rent or mortgage. Yet it seems to me there should be some way to show this value in a grant budget. Afterall, this is money we don't have to spend to continue our programs. Can I show it in the budget as…
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🏆 March Madness: Meet the Top 10 🏆
Congratulations to @LisaDiehl, @EmilyBuck, @janisholloway, @RachelTripp, @MishelleBeith, @NikkiHilchey, @MeghanDoyle, @MelissaSiewert, @JodiBeers, and @JacquieHunt for being on March Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see who the…
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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Cryptocurrency Donations
Hello! Does anyone take Cryptocurrency donations? We recently received our first one through Engiven and I'm just wondering what the process for the audit was like. Also, We did not treat this gift like a gift of stock, it was entered like a normal ACH gift. However, we were not sure how to enter it and account for the…
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Happy 4th Birthday, Compass 🎂
It's time to break out the confetti and party hats because we're celebrating our 4th anniversary! 🥳 Can you believe it's been four fantastic years of sharing, learning, and growing together? To mark this special occasion, we're excited to announce some incredible prizes for our top contributors: 🌟 Top 3 Most Viewed…
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Artificial Intelligence Survey - Drury University Institutional Review Board (IRB)-approved
I am a Master of Nonprofit and Civic Leadership graduate student at Drury University in Springfield, Missouri. For my capstone project, I am researching the ethical and social implications of artificial intelligence (AI) technology in philanthropic foundation grantmaking. I invite you to participate in a digital online…
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Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
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Class rank as part of evaluation process
One of our local school districts will be eliminating class rank as part of their student data, and their guidance office reached out to me for some input. We don't use class rank as part of our scholarship evaluation, but I know other organizations may, so I told her I would reach out to other scholarship providers. Their…
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Tuesday Tip: 📸 Upload Your Profile Picture Today! 📸
Let's put faces to the names! Upload your profile picture to your Compass account and: 🏆 Earn Points: Boost your Compass rank! 🎖️ Earn the "Photogenic" Badge: Show off your style! 🌟 Create a Friendlier Community! Click your profile in the upper right. Select "Edit Profile." Click "Change My Picture" on the left. Upload…
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Tuesday Tip: 📸 Upload Your Profile Picture Today! 📸
Let's put faces to the names! Upload your profile picture to your Compass account and: 🏆 Earn Points: Boost your Compass rank! 🎖️ Earn the "Photogenic" Badge: Show off your style! 🌟 Create a Friendlier Community! Click your profile in the upper right. Select "Edit Profile." Click "Change My Picture" on the left. Upload…
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Note keeping across staff
Hi - I searched but couldn't find this thread already. We have several staff out in the community having conversations with orgs, performing site visits, etc and want to establish a good way of sharing that information across the team. How do other CFs track notes and takeaways from meetings with nonprofit orgs and other…
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Submitted GPA vs. GPA on the transcript
Hello scholarship administrators. We are struggling with the GPA inputted by students vs. the unweighted GPA on the transcript. Although we specifically ask students to input their unweighted GPA as it reads on their transcript, we have found that often it's not a the same as what's on the transcript...which we discover…
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Team Coordinator position in Chicago, IL or Lake County, IL
The Hunter Family Foundation (HFF) is seeking its first Team Coordinator to help strengthen our communication, partnership, and administrative capacity. Our small but mighty team hopes to bring a highly collaborative, detail-oriented problem solver onto our staff as we grow and deepen our work together and in our…
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Hiring 2 Outreach Program Officers - United Arts of Central Florida
United Arts of Central Florida seeks two (2) Outreach Program Officers to play a vital role in developing and implementing engaging outreach initiatives that expand our reach, build relationships with key stakeholders, and advance our mission. This role requires a blend of creative curiosity and strategic thinking. Read…
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Marketing Documentation
Our team really wants to focus on building awareness of our larger funds and showing the community what the fund is contributing to. We have decided that we are going to showcase these funds on social media platforms or create blog posts, but we want to document that within Foundant. Does anyone have any good ideas on what…