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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!
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CSuite SA: Campaigns for Communication and Events for CSuite
Thank you to everyone who joined our session on Campaigns & Events! 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!
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CSuite SA: Customizing Portals for CSuite
Thank you to everyone who joined our session on Customizing Portals for CSuite! 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!
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CSuite SA: Profile Management
Thank you to everyone who joined our session on Profile Management! 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!
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CSuite SA: Reporting for CSuite SA
Thank you to everyone who joined our session on Reporting for CSuite SA! 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!
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CSuite SA: Introductions and Overview of New Functionality for CSuite
Thank you to everyone who joined our session on Overview of New Functionality for CSuite! 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!
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CSuite FA: Configuration & Settings Optimization
Thank you to everyone who joined our session on Configuration & Settings Optimization! 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!
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CSuite FA: Financial Reporting & Financial Views
Thank you to everyone who joined our session on Financial Reporting & Financial Views! 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!
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CSuite FA: End of Period Workflows
Thank you to everyone who joined our session on End of Period Workflows! 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!
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CSuite FA: Cash Management & Balance Swaps
Thank you to everyone who joined our session on Cash Management! 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!
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Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
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Florida Regional Training!
We are excited to announce Foundant is coming to St. Pete Beach, Florirda for a Regional Training November 18-19! Register here to connect with your Foundant peers at our 2-day software training and networking event. We hope to see you there!
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Recording a spendable to Deferred Revenue account
Hi, I'm trying to find a way to record a funds 2024 spendable to another fund as Deferred Revenue. We've been granted XXX dollars from this year to spend on an IT upgrade that will happen in 2025. To keep our budget balanced, I would like to defer the revenue until next year when the expense will take place. Any…
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Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we can provide more personalized, ongoing stewardship. Most of our fund liaisons are in our philanthropic services department and a few from…
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St. Pete Beach Bums
I look forward to meeting you all!
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Advanced Data Tables
Hi Everyone, Does anyone use Advanced Data Table fields for tracking progress? For example, we have a couple of tables for Applicants to provide Outputs in their Application and then once the Application is approved, they are required to report on the progress of each Output in their Progress Report. Does anyone use…
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October's Outstanding Members 🌟
Congratulations to @DeirdreMcLoughlin, @KelleyHoagland, @AmandaHicks, @JenniferRandolph, @DwayneWilkins, @LaurelMcKellips, @BrendaChamberlain, @LornaSandberg, @GregStanley, and @ChrisRobbins for being on October Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special…
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Updates
Hi. From the session last year there was a discussion about a client ‘parking’ their old GM process and building a new GM process. I’d be interested to know how they feel that has gone and any ROI that could be shared? Thanks. Sarah
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Is your Foundation using a Letter of Intent to screen grant applicants? If yes, how?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. We are considering using a Letter of Intent in our grant application. Does your Foundation use a Letter of Intent, and if yes, how are you using it? Can anyone provide their question list? Does the Letter of Intent streamline the…
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Power BI
will there be an option for integrating with Power BI please?
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Resources
Here we'll upload resources from the event like the slides and a follow up survey. Feel free to contribute any thoughts or recommendations for London. Thank you!
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Coffee Talk: Cybersecurity-Staying Safe Online
During Cybersecurity Awareness month, we discussed how to protect sensitive data and maintain security protocols in a quickly changing environment. We hope you will join this discussion and share what your organization is doing to prevent security threats.
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Image Sharing and Lunch
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…
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La Crosse Area Community Foundation Hiring CEO Position
La Crosse Area Community Foundation is seeking a CEO with a passion for leading a dynamic, forward-thinking team and organization. The ideal candidate inspires community action through innovative approaches, strategic partnerships, impactful planning, and the development of social capital. Learn more about the position: La…
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Newly hired Support Consultant
Hey everyone! My name is D'Wayne Wilkins and I am one of the new Support Consultants here at Foundant Technologies. I became interested in working for Foundant when I saw the role posted and always remembered Foundant from past interactions. I am originally from Wilson, NC, and have a background in Agile. I currently live…
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DAF letters to advisors regarding pledges
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
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Furry Friday: 9/27 🐾
Happy Friday! Share your photos of your furry friends below! Here is my cat, Penny, who loves to nap and sun bathe. 🐱
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September's Top 10: Outstanding Members 🏆
Congratulations to @DaltonAntolini, @CandaceKrell, @JenniferRandolph, @AdenCollins, @tessawilliamson, @BradyStotler, @EmilyMcCormick, @MollyCerroni, @laurenlynch, and @KarenLampert for being on September Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay…
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Terms of Reference for development or stewardship board committees?
Hello - our current Community Invesment and Stewardship Committee, a committee of our Board, is reviewing their Terms of Reference. The committee exists to support development and stewardship for our community foundation, but as our staff grows, the Terms of Reference have not kept pace. If you have similar types of…
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Scholarship Applications Following Natural Disaster
The Foundation that I consult with is in Henderson County NC. It's sole mission is to support the public schools in the county. There are so many unknowns right now. I work remotely several states away so one of the things I can do now is to try to figure out how we can support our high seniors. Does anyone have experience…
