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Foundant Events Update: Milwaukee Regional Training Wrap Up and Upcoming Trainings
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
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Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
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Milwaukee Regional Training
Great news! We still have spots available for our upcoming regional training in Milwaukee. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 September 17, 2025 – September 18, 2025 📍 Milwaukee, Wisconsin Register here to connect with your…
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Compass FAQs for New Members
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's online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best…
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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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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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Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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Anyone using CSuite to Manage their Volunteer?
I'm curious to know how others are managing their volunteers. Are you using CSuite or something different? We offer Community Funds, where each town in our region makes decision on grantmaking for their funds. Each has a committee formed of volunteers living in that town. We're looking at a better way to track their status…
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Flexible Funding
Good afternoon! The St. Louis Philanthropic Organization (SLPO) awards grants of up to $10,000 to support programs that improve the quality of life for St. Louis City residents, allocating an average of $400,000 annually. SLPO is a relatively modest-sized funder, managed with the support of a part-time consultant.…
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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
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501(c)4 organizations
Good Afternoon, I am running across an issue and I was hoping the community could help me! I recently had a donor wanting to use their funds and when I looked up the organizations they are both 501c4 organizations. I entered the grant and I was able to approve the one organization and make it eligible to receive grants.…
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Scholarship Deferral Policy
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
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Who can submit a grant application?
Do you accept grant applications from applicant organizations that are essentially a one-person incorporated entity (with one individual responsible for all aspects of the grant, including financial management and disbursements)? If so, how do you approach funding decisions in these situations? Do you fund this type of…
