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How are you communicating the spendable amount for the coming year to your Fund representatives?
This question came up in today's "Ending the Year in Style" Coffee Talk. Do you use a spendable letter to tell your fund representatives about the coming year that you'd be willing to share with other funders?
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Evaluating Financial Need with New FAFSA
Hi, We are a small foundation and the majority of our scholarships have a financial need requirement. I was curious if (how) organizations are changing their evaluation of financial need with the upcoming changes to the FAFSA, particularly related to how the EFC/SAI will be calculated. As part of our financial need…
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CommunitySuite Networking & Chatting - Greenfield, IN Retreat
Welcome! Share takeaways, ideas and ask questions :)
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Greenfield Indiana Regional Training Slide Decks
Hi Everyone! Thank you so much for taking the time to participate and attend my sessions! I am including my slide decks below. Some contain resource links if you are interested in further information. Best, Marius
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Regional Training Greenfield, IN GLM: 8.11.23 Organize & Cleanup Site – perhaps once/year
Foundant support - please edit as needed Dashboard Submitted follow-ups might build up – look through & mark complete This shows 1 line per follow-up, so one grant request might be listed in each tab if one follow-up has been assigned, one submitted and one completed. Mark submitted forms complete, especially in…
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Regional Training Greenfield, IN GLM: 8.11.23 Settings & Custom Messaging
Objective #1: Key Settings you can change: Follow Up Visibility & Logic Public Apply Page Logon Page Message User Password Policy Objective #2: Key Settings We Can Change Custom Text on Pages – at your request, Foundant can instructions to evaluators or links to instructions Can add fields to organization registration page…
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Regional Training Greenfield, IN GLM: 8.11.23 Communications
Foundant Support - Please edit/update as needed Email Templates Can send using a template or without a template. Reply to: You must put an email here, or their reply gets lost. You can also Cc: and/or Bcc:; no restrictions here. Merge field - so many from which to choose (there were just a few in the beginning). Can upload…
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Could there be new legislation to help with federal grant applications?
Bipartisan legislation authored by U.S. Senator Gary Peters (MI) that would help streamline the administration of grant programs across the federal government has advanced in the Senate. Governments and organizations in small and rural communities often struggle when applying for federal grants because they lack the…
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Grant application request for bank acct. information
Could someone tell me if it's normal practice for a grant application to request all your bank account information? I'm a newbie an with all the scams these days.... The grant maker is on Grant Station and appears to be legitimate in every other way. Thank you.
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Regional Training GLM: 8.10.23 Reporting
Foundant Support Team: Please edit as needed Overview: 2 Common Types of Reports Create Data Set & HT Manipulate Data in GLM How Reporting can inform your Applications & Follow Ups Every report is like a recipe: data set = ingredients; formulas, charts = preparation to get final meal New Data Set: general Information here…
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Foundant Regional Training for GLM: 8.10.23 Session 1 Overview
Objectives: 1) Candid Integration Enhancements - new demographics fields are available for Candid integration in forms 2) 9-Dot On Demand Product Training Changes - On Demand Product Training content is now searchable on Foundant site!!! Can watch full video or look for snippet on your particular interest. 3) Table…
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Regional Training GLM: 8.10.23 Ques Branching & tables for Forms Overview: Standard Lic & above
Foundant Support Team - PLEASE edit any errors. Tables: Plan ahead. When starting to build a table, start with columns first. Max 5 columns, unlimited # of rows. Project Budget example: 1st column, text box "Expense 1." Max text length - recommend no more than 100 characters. Check visibility & required type. 2nd column,…
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Buffalo, New York Regional Training
If you attended the Buffalo, New York Regional Training, use this space to connect with your peers! Pictured above, our wonderful trainers @LaurenRennie, @MadelynHillis and @MarieShores! What was your favorite part of this training?
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Job Opening: Development Officer!
Hello, The Community Foundation of Northern Colorado is hiring for a Development Officer who will provide fundraising experience and expertise to the existing Development team! You can see the job description and apply here: https://nocofoundation.org/careers/
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What's your instructional text for scholarship essay questions?
We're making some revisions to our scholarship applications and wondered if anyone would be willing to share their instructional text for essay questions. Specifically, instructions about grammar, punctuation, proofreading, answering questions thoroughly, formatting in paragraphs, etc. No matter what instructions we give,…
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Review Simply Generosity
https://www.simplegenerosity.org/ Does anyone have a review they'd like to share about Simply Generosity? It sounds like a wonderful organization, but before we share all our banking information I'd like to research a little. Thank you for your time and efforts,
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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?
