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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…
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Healthy Grant Pro Grant Professionals Survey
Where would your organization be without grant funding? The Healthy Grant Pro Team (GPCs @TrishBachman, @PatriciaDuboise, @JohnaRodgersGPC and me) is researching factors that are critical to maintaining a work environment that supports and retains high-quality grant professionals. To be a part of this new research effort…
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For foundations that utilize separate general operating and program applications...
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
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Remembering Debi Clark
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away after a battle with cancer, it made me sad personally from the many interactions I had with Debi as a coworker and as we talked…
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There are almost 3,000 GLM, SLM and CSuite customers in Compass!
2,888 to be exact. Help us get to 3k by the end of the week by inviting your colleagues who also use GLM, SLM and/or CSuite! All they have to do to join the community is visit www.community.foundant.com and click Register! If you do refer someone, be sure to request the Referral Rockstar badge which you will earn if the…
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Congratulations to the May Top 10!
Congrats to @LeahKopperman, @TessDeHart, @HollyRustick, @ElyseJardine, @MikedeHilster, @WenLo, @AnneHorstHanby, @EricSlepak, @TaranLeight, and @SaraOmari for being on May's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing…
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Siesta Week
Some of Foundant's clients take a Siesta Week -- a full week off to rest and recover. Because Foundant's clients do this, we think Foundant's staff should do this as well. Do you think the Foundant staff should take a Siesta Week?
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Access Support Hub, right from Compass!
Did you know you don't have to leave Compass to access Foundant's Support Hub resources? Type a keyword into the search bar and click Search. The first tab of search results shows you Compass discussions mentioning your keyword or phrase. Click the Foundant Support Hub tab to search Support Hub resources on the same topic!…
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Grant Writing Secrets
This is a discussion thread to ask me questions that I wasn't able to answer during the live webinar on May 25, 2023. Or...feel free to share tips/tricks/strategies that you've found that help secure grant awards! (The webinar recording will be posted here when it's available!)
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Moved: Template Questions
This discussion has been moved.
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Moved: How to facilitate blind review of scholarship applications
This discussion has been moved.
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West Coast Clients Represent!
Hey all, As one of only a hand full of Foundant employees in the Pacific Time Zone, I'd love to connect and help you all connect. If you want to, comment below with your name, title, organization and location. I'll start! Alyse Barrios Braaten Manager of Client Services- Grants and Scholarships Foundant Technologies since…
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#TuesdayTip: React to posts!
Any time you react to a post by clicking Like 👍️, Awesome ♥️, Agree 😀, etc. you help build and shape our community! Posts with more replies and reactions will "trend" and be seen by more people. Plus, you get a leaderboard point for reacting! If someone provides a great answer to a question, click "Yes" next to "Did this…
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GPA Requirement
Hi everyone! Many of the scholarships we offer have a GPA requirement, so we ask for GPA in the general application phase. Traditionally, we have asked for an unweighted GPA since that is the most consistent across schools. However, this year we had applicants from a school that does not provide an unweighted GPA to…
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Moved: Long Term or Multi-Year Grants
This discussion has been moved.