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Teacher Mini-Grants
Would be interested in hearing from any other foundations that do Teacher/Educator mini grants: How do you collect applications (GLM/SLM/Something else)? Do you pay the schools or teachers directly? What is the average award amount? What type of follow-up do you require? Grateful for any information/suggestions you can…
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Congrats to the July Top 10!
Congratulations to @codifarrar, @JonathanHeuer, @JessicaMartin, @TedVasquez, @SamBennett, @KathyMorris, @jillianpruitt, @AmandaHicks, @kathleensayce and @TammyKerch for being on July's Top 10 Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Hello from the Rio Grande Valley!
Hi all, my name is René Ballesteros and started as Development Manager with Latinos in Heritage Conservation in late June! We are growing national nonprofit and I currently work remote in South Texas. I worked as a graduate fellow with LHC in the spring, and I loved their mission and vision. I am excited to be helping with…
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#FurryFriday
Share a picture of your FURiends and four-legged coworkers! Here are Barkley and Shadow somewhere in Wyoming last summer!👇
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Using GLM to Track In-Kind Event Space
Hi Compass Community! Our organization offers local nonprofits the opportunity to utilize a meeting space we have on our property free of charge to them. While we would not be granting out to the organization in the form of a check, we are looking for ways to capture the "grant" value of in-kind services to the nonprofits…
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Receptionist/Administrative Assistant
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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Scholarship Renewal Requirements
Hello! Cross posting with NSPA. We are trying to streamline our scholarship payments. Right now, we're all over the map, and it's quite an administrative burden. I know others have been discussing this, too. As part of streamlining the process, we want to create one standard renewal requirement instead of letting the donor…
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Scholarship Cycle fundholder recaps
Hi all! Does anyone have a sample scholarship fundholder recap they can share with me? I've just completed my first year managing a scholarship portfolio and I'm now composing a recap to share with our fundholders. I have the basic information covered (number of recipients, how much awarded, # of different schools,…
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How do you confirm an ACH has been received successfully?
Hey everyone, We use ACH to pay our grant installments and send an email to confirm each one has arrived successfully. I am curious to hear how others confirm transfers (in case there is a more efficient way to do this). Thanks!
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Director of People and Culture
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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Fund has an assigned template tracking
We are going to start selecting a few funds that will have assigned grant letter templates. Or rather we are going to start adding funds to a few special grant letter templates. If you do this please share how you accomplish the following: 1) How does your grant processor know a template is assigned to the fund so they…
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Congratulations to the June Top 10!
Congrats to @codifarrar, @MartinaNolte, @JaneSchmitt, @JennDaly, @LaceyMatney, @DougExton, @SaraOmari, @AmandaHicks, @YaniOrtizSuarez, @TessWeinberg for being on June's Top 10 Leaderboard!🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a…
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Finance Associate - the Community Foundation of Greater Chattanooga
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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Segregated Accounts - Performance Reporting
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?
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External Scholarship Committees
We are in the process of switching from FIMS to SLM (yeah!!). Our current scholarship system entails a separate committee for each scholarship managed internally. We will be streamlining these to a general committee and some focused on specific fields of interest (i.e. all medical related scholarships will share a…
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Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…
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CEO Position Opening
The Board of Directors of the Weld Community Foundation (Greeley, CO) is seeking a successor to the current CEO who will be retiring December 31, 2023. Details are in the attached.
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Multi-Year Grants
How do other funders handle reporting for multi-year grants? Do you ask for a final report only when the project is finished? We have a multi-year grant commitment from 2019 that, due to COVID, had delays in the project implementation and it has not even been started yet. The project deadline is 2026, but the final report…
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Scholarship Evaluation
What does your scholarship evaluation look like? What questions are you asking your committee to score? We currently auto score the GPA and income. We have kind generic scores for activities/employment/community service, and then the essay is weighted pretty heavily. Curious if you are asking any other specific questions…
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Follow Up Form / Reporting Dates
When you fund a program, how do you determine the due dates for follow ups? I work for a Community Foundation that makes grants four times a year and requests an interim (6 month) report and a final (12 month) report in follow up forms. We made a grant to a nonprofit in June 2022, so their interim report was due December…
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Dear Compass Community,
I have recently decided to accept a new opportunity and will be moving on from Foundant. I have thoroughly enjoyed being Foundant's community manager for the last 3.5 years. Starting Compass from scratch and seeing it grow to where it is now has been a really cool experience. I want to thank YOU for all your contributions…
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Dear Compass Community...
I have recently decided to accept a new opportunity and will be moving on from Foundant. I have thoroughly enjoyed being Foundant's community manager for the last 3.5 years. Starting Compass from scratch and seeing it grow to where it is now has been a really cool experience. I want to thank YOU for all your contributions…
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Are you a consultant, or looking to start a consulting business? What are your pain points?
Let us know what your pain points are in your consulting business growth with this one question survey. :) Thanks for your support.
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Fee structure for Giving Circles
Good morning, We are reevaluating our giving circles' fee structure and would like to know if anyone has a set fee structure they are willing to share. Thank you.
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Awarding to non 501(c)3s and verifying
Hi there! I read the other discussion post about awarding to non-501(c)3s but wasn't quite what my team was looking for. We are a pass-through entity that awards federal funds for conservation related projects. As of now, we only do 501(c)(3)s but are looking to expand to other 501(c)s, starting with at least 50(c)(4)s and…
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Hey everyone!
My name is Martina Nolte and I am one of the new Implementation Specialists with a focus on Fund Accounting here at Foundant Technologies. I have a long history working with nonprofits, and a background in finance and training. Currently, I live in Montana and enjoy hiking with our dogs and photography. I look forward to…
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Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
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Moved: Credit Card/Expense Reporting
This discussion has been moved.
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Spending Policy Funds
hi all! I really hope you guys can help or give some advice regarding spending policy funds and how to run reports that will reflect the spendable amount and the grants paid over the year. Any advise is greatly appreciate it!! thank you
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Post donation to next fiscal year spendable
Any recommendations for posting a donation to an endowed fund's next fiscal year's spendable? We don't want the funds posting to either principal or current year spendable. Support suggested that I post-date the donation to the next fiscal year, but doesn't sound like a good fix. I'd like to post to a deferred revenue…
