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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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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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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…
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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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Ability to download shared templates in Compass
Hi all, I would love to be able to create a shared space in Compass where we could add templates or processes and procedures to share. Would this be possible to add to compass point and would others support this idea? Please forgive me if this should be in idea lab :) Thanks, Mary Ellen
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Merged fields in TY letters
Hi! We are retooling our TY letters for the new year. We currently used merged fields such as name, address, donation amount, fund name, date, check #, etc. We would love to be able to merge the fund purpose (current CSuite field) into the TY letter as well. Is that a possibility? Any tips greatly appreciated. Thank you…
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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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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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alternative to deceasefinderrecord?
We are looking into other platforms that are similar to but not DeceaseFinderRecord (Blackbaud). Do you use a platform to search for deceased information for records in your database? If so what do you use? Are the results reliable?
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Is there a name for the feeling you get when submitting a grant application/LOI/RFP?
Or is it just adrenaline? 🤸♀️🤑🎉😝
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FAFSA Delays
Hello! I'm struggling with deciding how to best move forward with our scholarship application due to the FAFSA delays. We typically ask students to upload a copy of their FAFSA Student Aid Report and have them input their Student Aid Index found on the report. The problem is that many students have submitted their…
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🌟 February's Top Trailblazers 🌟
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: @EvannaHardin, @BryantPhillips, @juliedowell, @FionaRoss, @TinaMoreno, @TempesttBui, @AnnKvach, @AmyPearson, @LinseySauer, @JessicaGilmore As a token of our appreciation,…
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CFGC is Hiring a Community Investment Manager
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Finance and Office Administrator Position-- Hiring PT
Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
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Successor advisor form
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
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Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
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Donor Recognition Policy / Stewardship Strategy examples?
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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Second Semester Scholarships
Help us settle a debate. We have a number of scholarships that are paid in the student's second semester (usually January). Should the payment of these scholarships be counted toward the year they were awarded, or the year they were paid? For example: a student graduates in 2023 and is awarded a scholarship to be paid…
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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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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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Looking for a general "intake form".
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
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With the FAFSA issues, has anyone changed the application for finanical information?
As a Community Foundation with a Live scholarship application, I have received a couple of calls from frantic students. I have the FAFSA estimator in my application and am considering using that number for financial-based scholarships. We could change the due date to later, but I want that to be my last resort. I am…
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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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Outside Funding for an Employee Emergency Relief Non Profit
Hi, we are a nonprofit employee emergency relief fund helping our employees across the US through unforeseen financial hardships. We are proudly funded by employees for employees but would like to be able to learn if there are any outside funding/grant opportunities that we could explore to help with our limited funding.…
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How many Wisconsin-based foundations are in the GrantHub Pro database
The nonprofit I'm working for is considering different options, and we'd like to know how expansive GrantHub Pro's database of Wisconsin-based foundations is. Ideally, we'd find a software/platform that lists many so that our nonprofit can pitch them. Thank you!
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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We’re hiring! Donor Services Officer for our growing community foundation
The Hamilton Community Foundation in Hamilton, OH is growing and in need of a full time Donor Services Officer to help us with new and existing donors. The Hamilton Community Foundation is the oldest and largest community foundation in Butler County, OH. We are looking for an engaging, and professional individual to join…
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Congrats to the January Top 10 Leaders!
Congratulations to @TessDeHart, @AmyNossaman, @ErinArmstrong, @BrittanyBailey, @vaseycoman, @chandrabrubaker, @ElaineHolliday, @FionaRoss, @PattyMastel, and @CarrieMiller for being on January's Top 10 Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…
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Bequest Scam Warning
Hello all, We wanted to make everyone aware of this scam that was attempted on our Community Foundation. Please share this! We received an email (copied at the bottom of this post) from someone stating his mother, Julia Sadler, had recently passed away and indicated in her trust that she would like donations made to…