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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?
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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.
