Explore the latest discussions in Compass!
As we welcome more and more new members every week, we put together a Compass Frequently Asked Questions list to get started in the Compass Community! 1. What is Compass? Compass is Foundant + SmartSimple + GivingData's online community for philanthropy. It is your destination for connecting with peers in the field,…
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…
Be sure to fill out this survey provided by TAG and Grantbook before today's deadline. This survey reveals how grantmakers are thinking about technology, from investment and risk management to data governance and AI adoption. Click here: https://www.surveymonkey.com/r/2026TAGSOPTM17
Our community foundation currently manages many deferred gift annuities (DGAs), and we just took in our first regular charitable gift annuity (CGA)! Up until this point, we haven't been utilizing the Split Interest Module within Foundant. As we scale up and look to streamline our processes - particularly with managing…
Hello! We're using Asana as our new PMS. I've implemented it at other orgs, but not at other CFs. I'm wondering the following: Has anyone done any customizations/dependencies they've found helpful? Any tips or tricks they recommend? Any Foundant integrations on their way? Or workarounds recommended? Again, I'm familiar…
Happy July! 🌭☀️🎇 Congrats to our Top 10 community members who lit up the Compass leaderboard earning badges, posting discussions, or replying in the comments! These ten members earned 234 points this last month: @shanasabbath, @SaraTall, @AmberLamerson, @MaryLaHaie, @SharonChelouche, @annehossner, @LeeAnnGunning,…
Hi everyone. My name is Matthew and I am a new Client Support Intern. I have worked on non-profits and various Board of Directors for the past 8 years (unpaid sadly) and have long held an interest in community work. I am currently in school with a double major in Computer Science and Data Science and a minor in business…
Hello, I'd like to hear from Foundation/grantmaking organizations about the type of financial information they request in their grantees' follow ups. Do you ask for an updated project budget? Year end financials? Balance sheet to date? Thanks for any info!
We are converting to First Horizon Bank and I am having issues with the company name header on the NACHA file. They want it to be a specific header in all caps that they have created and for business purposes, I cannot change our name within CSuite to their specifications. Has anyone else encountered this issue with First…
Hey all, Does anyone have a template they would be willing to share for a simple agreement for paid readers/committee members? Thank you!
