-
Contact List Management
How do others deal with external and internal contact list management, between Foundant and Excel for example?
-
What tool does your foundation use to manage contacts?
Hello, We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?
-
Collection of Audit Files
For the beginning of this year, we've decided to look for better ways to utilize the Foundant reporting feature to track the presence of various files for use in auditing procedures. So far, we've been uploading the files (acknowledgement letters, check/transmittal letter, and approval documentation) to the Documents tab…
-
Stripe Fees
I was curious if anyone has stripe fees going into a separate fund at your organization versus going back into the fund the donor is making the donation to. If you do, is it your operations fund or did you create a new fund? I'm also curious if other foundations are covering the cost of the stripe fee if the donor doesn't…
-
Automatic address correction?
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
-
Searching for Nonprofit Surveys from Community Foundations
Hello, Our Community Foundation is expanding our Nonprofit Capacity Building. We would like to survey our nonprofits to determine: nonprofit size in our community, staff, budgets, role (arts, animal welfare, etc), board demographics/need, facility needs, current funding streams, desired funding streams, nonprofit…
-
#TuesdayTip: Creating Discussions / Questions / Polls!
Would you like to add to the conversations and connect with your peers in the community? You can do more than start discussions! Ask a question or create a poll by clicking the drop-down arrow next to the New Post button on the left side of any page! After choosing which you want to post, just pick out your category you…
-
Congrats to the December Top 10 Leaders!
Congratulations to @AndreaGerhard, @KatieDecker, @MarcyAllen, @MarkBejcek, @ArtisFreye, @ErinHahn, @GabbyLam, @Kileytatepotts, @PaulTomkins, and @SusieLotreck for being on December's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
-
Happy New Year! 🎈
Happy 2025, Compass!☀️ Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
-
Happy New Year! 🎈
Happy 2025, Compass! 🔆 Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
-
Fund admin fees, minimums, and $ to open a fund?
Hi fellow community foundation folks! Would you be willing to share the admin fees for your funds, fund minimums, if you accept pass-thru funds or only endowments, and whether people need $ up front to open a fund? We are reassessing our fee policies and hearing from you would be hugely helpful. Thanks in advance!
-
How often do you cut grant checks?
We only cut grant checks twice a month, it has been that way forever.
-
Multi-Channel Fundraising: Coordinating a Cohesive Campaign Across Platforms
Hi everyone! I’m curious how each of you manages fundraising campaigns that span multiple channels—whether it’s email marketing, direct mail, social media, peer-to-peer fundraising, or in-person events. In my fundraising and development coursework, I’m learning that using multiple touchpoints can really boost engagement,…
-
Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
-
Is there anyone willing to share their Grant Review Committees job description?
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
-
Reflecting on Giving Tuesday: What Worked, What Didn’t, and What We Can Learn Together
Hi everyone! 🌟 Now that Giving Tuesday is behind us, I’ve been reflecting on how important this day is for driving awareness, engagement, and impact in our communities. It’s also a chance to test the effectiveness of strategies and tools we rely on to make philanthropy thrive. I’d love to hear from you about your…
-
Welcome!
Thanks so much for joining the Compass Community! Important resources from the event will be found here including the presentation slides. Feel free to start a discussion with any questions or ideas you would like to share.
-
Newly Hired Client Support Intern
Hey everyone, my name is Kyle Shick and I am the new Client Support Intern here at Foundant Technologies. I became interested in working for Foundant as I was going through my search for different internship opportunities. Foundant really stood out with the role, longevity, and niche that the company operates in. I am…
-
November's Top 10 🌟
Congratulations to @AmberWestbrook1, @elizabethschroeder, @MichelleGruhn, @MariannePlath, @MonicaRojas, @KelleyHoagland, @AngelaBreslin, @GregStanley, @RichLucas, and @RichardDudley for being on the November Top 10 Leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise.…
-
Emergency scholarship funds
Good morning, Do any of you provide scholarship students with emergency funds (funds for living expenses, emergency school expenses, etc.)? If so, what is your process like? What are the pros and cons of a program like this? Thank you! Robin Cowles Fremont Area Community Foundation, MI
-
SLM Build Better Forms
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
GLM SLM DIY Fine Tune
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
SLM All Things Communication
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
-
Lunch and LinkedIn Post
Hi all, We hope you're enjoying the day so far and getting valuable info that you can bring back to your teams. We will share a post on our LinkedIn channel later today with some photos. Feel free to share it with your followers! 😀 If anyone does not want to be in any photos, let me know. Lunch will be served in the…
-
GLM Approvals: Agreements, Follow Ups, and DocuSign
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
GLM Unique Workflows
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
GLM & SLM Reporting
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
GLM Tables & Branching
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
-
Overview of New Functionality for GLM & SLM
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
