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CSuite Fund Accounting | Cash Management and Balance Swaps
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review. We welcome you to continue the conversation here🤝
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Have you met these Top 10 Members? (Plus, new Leaderboard Challenge!)
Congrats to the following Compass members for being our Top 10 All Time Leaders to-date! @KentWeimer @BettieStammerjohn @TomWickersham @LornaSandberg @CelesteCarlson @CarolReynolds @LisaDiehl @JennieGeisheimer @TrishBachman @GaryWise Click their names to view the profile or send a message to any of these community members,…
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GLM/SLM - Take Your Evaluations to the Next Level
This Compass thread will be for discussion of evaluations and the tips & tricks outlined in this session! Slides and other resources will be posted here after the training.
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SLM- All Things Communication
This Compass thread will be for discussion of all things communications and the tips & tricks outlined in this session! Slides and other resources will be posted here after the training.
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GLM/SLM - Integration 2.0
This Compass thread will be for discussion of Integration 2.0 and important considerations outlined in this session! Slides and other resources will be posted here after the training.
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SLM - Navigating Essay Questions and 3rd Party Prompts
This Compass thread will be for discussion of essay questions & 3rd party prompts outlined in this session! Slides and other resources will be posted here after the training.
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GLM SLM Unique Workflows
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
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GLM Approvals, Agreements and DocuSign
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
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GLM/SLM Reporting
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
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GLM/SLM Question Branching and Tables
Thanks for attending this session at the Tempe Regional Training! Here are the slides for your review.
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Overview of New GLM and SLM Functionality
This Compass thread will be for discussion of the new features outlined in this session! Slides and other resources will be posted here after the training.
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Session 2A: Building Relationships with your Nonprofit Partners and Donors
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Session 1A: Your Top Grant Management Challenges
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Thanks for your time and engagement! (Roadmap Slides)
Hi Everyone, I wanted to personally thank you for taking the time to join us at the Tempe Forum. Your investment in attending and the constructive feedback you shared are incredibly valuable to us. It was wonderful to see familiar faces and get to know others throughout the event. The We're truly excited about our…
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Public Support Test Modeling
Hello all! We're having a bit of a niche problem and wondering if anyone has insights on software or resources. My team works for an individual funder who is also associated with a Private Family Foundation. We regularly encounter situations in which funding from both entities could cause a grantee to "tip" into private…
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Best practices - Evaluating Grant Applications
Being new to Foundant Grants - this is our first year - I'm wondering if anyone has any suggestions for doing an informative and useful application evaluation process for the reviewers? We've always used a simple worksheet. Going online with our grant applications, we changed up the application. I want to develop a process…
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Could anyone share the questions they use in their LOI process?
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Looking for a conditional formatted check template example for multiple signers
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
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Scholarship Successor Advisors?
Hello everyone! Our scholarship program at The Findlay-Hancock County Community Foundation is celebrating 30 years and we are starting to have a generational shift. The individuals who signed the original fund agreements would like to "pass their scholarship" on to the next generation of their family. What policies do you…
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Does anyone else have challenges with unidentified stock gifts?
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's…
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Hello from Central Florida... I'm new to Foundant
Hi this is Maggie Soderholm, I am the new Grants Manager at the Edyth Bush Charitable Foundation, which is in Central Florida. I'll be at the 2025 FPN Summit this week in Orlando. I'd love to connect with others, especially those who live in the area. Please feel free to ping me if you're using the conference app. I'd love…
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Getting the Most out of the Forum
As you gear up your discussion points and field insights from your colleagues to bring to the Forum, here are some helpful tips on how to channel your preparations: Morning: Attendee Led Sessions Be ready to offer shared learnings, ideas, case uses and best practices Sessions will focus on Grants Management Challenges,…
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Session 1B: Increasing Community Impact
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January's Top 10 Compass Members 🥳
Congratulations to @BradWard, @AmandaHester, @valeriaarriaga, @KatieDecker, @lydiagracey, @AndreaGerhard, @SarahDill, @MarcyAllen, @elizabethmesserli, @LenoraLaVictoire for being on January's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…
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If SAI is not currency, then why is it used in the over award formula?
Federal Student Aid website states: Your SAI is not a dollar amount of aid you’ll receive, what your family is expected to provide, or your final financial aid offer. But also says: An overaward exists when a student’s aid package exceeds their need or overall cost of attendance (COA). Remember when packaging subsidized or…
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Reporting Fund Balances
I would like to ask if anyone reports fund balances to board members. A question has come up as to the fiduciary responsibility to protect the confidentiality of the donors' private financial information and how to take the appropriate steps to protect this information from public disclosure. All feedback will be greatly…
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Demographic questions in scholarship application?
Hi everyone, Do you ask demographic questions as part of your scholarship application? We have not included a demographic section, but starting next year, we plan to add optional questions at the beginning of the application to better understand who is applying and receiving our scholarships. Initially, I planned to use…
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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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Converting Organization structure in CSuite?
Hello Everyone, My organization Cambridge Community Foundation is planning to convert from a traditional Trust-based non-profit foundation structure to a Corporate non-profit foundation structure. I am wondering if there's any documents or user experience from other CSuite users on the method to convert organization…
