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Moved: Impact Investing
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Anyone have a good explanation of Outputs vs. Outcomes for grantees?
Hi there, I continue to struggle to get applicants and grantees to submit outcomes rather than outputs in their applications and annual reports. I am looking to provide a guide/detailed description on our Foundation website and was wondering if anyone has a good resource to share that I might use for our website (credit…
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Moved: Please vote in Idea lab to keep voucher lines in order of entry!!!!!!
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Moved: Does my Idea Lab submission resonate with you??
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Does anyone have experience with non-competitive grant models?
Hello everyone! As grant makers and funders, I'm sure we've all had our moments of wishing that we could fund all of the amazing projects that we have the privilege of reviewing. One of my Board Members recently expressed frustration with the number of applicants we have to turn away due to lack of funds, and posed the…
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Medical School Scholarship?
Hi everyone: Do any of your organizations offer scholarships for medical school students? A donor would like to establish a non-endowed scholarship fund with us for this purpose and wants it to be impactful. I know med school is an expensive proposition, so what amount would make an impact? What is the payment schedule,…
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Closed
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Moved: Looking for best ways to use CRM functionality in CSuite for small to mid-size Community Fou…
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Congrats to the January Top 10 for 2023!
Congratulations to @AmandaPool, @PattiBiera, @emilyszewczyk, @TessDeHart, @CrystalCrain, @JessicaHubbard, @SkyeWeber, @AustinKlososky, @JulieKlipp, and @DeanBusack! 🎉 As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a surprise. The winner will be…
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Looking forward: Trends and opportunities for 2023
We asked philanthropic leaders and partners to share what they see as a key opportunity in philanthropy in 2023. What is top of mind for you and your organization? What initiatives and ideas are you working on? Share what you're excited about, would love input on, and trends you see for the future! Looking for the Funders…
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Looking forward: what do you think are the biggest trends and imperatives for 2023?
We asked philanthropic leaders to share what they see as the top trends in the months ahead. What is top of mind for you and your organization? What initiatives and ideas are you working on? Let's share what you're excited about, would love input on, and trends you see for the future! Looking for the Nonprofits discussion?…
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New Donor and online donor stewardship
We've just finished our second year using CSuite including the online giving functionality and are seeing an increased # of gifts and average gift $ for our online gifts. This has led us to re-examine how we intersect with these donors. Do you utilize the auto-tax receipt feature in Csuite and/or the auto-tax receipt in…
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Capital Campaign
Hello, everyone! Does anyone have a capital campaign policy in place that you wouldn't mind sharing? We are in the process of creating one and would like to get ideas, view guidelines, and see an application. Any bit of info helps! If you would like to you can email me at: gracie@dccfound.org Thank you so much.
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New Donor Report
Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with the donation fund included. I've not been able to get a custom report to work. If you have a report that works and wouldn't…
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Divisions or affiliate?
Where can I find more information about financial reporting parameters and effects on the GL for affiliates and divisions? Here's our situation: we are receiving a farm that will be a separate legal and financial entity. It will be reported on a separate 990 from our organization, yet we'd like to be able to run financial…
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Crescendo
Crescendo was recommended in one of the webinars late last year and we are looking for feedback on their services. Also does anyone have any other recommendations for marketing materials like Crescendo? We are looking for help with creating content for newsletters, email blasts, etc. Thanks! Jennifer Brambley
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Congratulations Foundant Certificate holders!
Shout out to all the Compass members who have earned education certificate badges...so far! To earn this badge, you must successfully complete an exam in Foundant Courses. Foundant Fund Accounting Certificate: @KellyScott, @bradyleasure, @LeviPhillips, @mattgreer, @SarahVanMol, @JakeSchrantz, @ShelleyYounger,…
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The Miami Foundation is recruiting for a Business Systems Analyst!
The Miami Foundation seeks a relational systems-thinker to oversee the administration, operation, and maintenance for the core platforms across the foundation. This position is new to the foundation (to help us as we adopt Foundant!) and will work with peers across the organization to plan, deliver, and support solutions…
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The Miami Foundation is seeking a Manager of Grants Administration!
The Miami Foundation is recruiting for superstar **Grants Administration Manager**! The Grants Administration team provides critical, holistic operational support to The Miami Foundation’s fiscally sponsored organizations and also manages a robust portfolio of donor initiatives and charitable funds. The Manager is…
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Hello! -Heidi Knebel
My name is Heidi Knebel and I am the new Client Services Intern! I am a junior at Montana State University studying finance with a minor in sustainability. I was born and raised in Eugene, Oregon where I was able to spend lots of time outdoors skiing, hiking, and fishing. I still enjoy all of those activities as well as…
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East Tennessee Foundation Looking for New President + CEO
East Tennessee Foundation / President & CEO East Tennessee Foundation (ETF) is a public charity and community foundation confirmed in compliance with National Standards for U.S. Community Foundations, created by and for the people of East Tennessee to build permanent charitable resources for its 25-county service…
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Closing a fund in an invested pool/strategy
1) What are your procedures for closing a fund that is currently in an investment pool? 2) Do you have a policy that explicitly states these procedures that the fund holder receives/signs off on as part of the onboarding process (i.e. Fund Agreement and/or Terms & Conditions)? If so, could you please share? Our current…
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Email Tax Receipts Best Practice
Hi there - we want to start emailing more tax receipts from donations to lower costs (printing, postage, etc.). However, our first stab at using this was extremely clunky. Does anyone have a process they use that they could share? We will be working to collect emails - but in the meantime we need to email what we can, and…
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2022 Year in Review
Enjoy scrolling through this recap of 2022 community activity in our annual edition of "Compass Wrapped"! Thank you for all your contributions, and being part of Foundant's community for philanthropy! Congratulations everyone! @JulieKlipp @MarshaStrauss @CarolReynolds @JesikaEllis @CameronWood @LaurelShulman @KentWeimer…
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Four Trends that will Impact Nonprofits in 2023
"The nonprofit sector should anticipate a year of economic uncertainty amidst the threat of a looming recession in 2023. Organizations with a solid risk management strategy will be best positioned to survive and thrive. Nonprofits will need to contend with many challenges in 2023, including labor shortages, inflation,…
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Language around engaging in political activity in grant acceptance forms?
Hi everyone, Do your grantees have to sign grant acceptance forms to receive their grants? We started including language directly in the award letter for DAF, Agency, and Designated Funds, but we use electronic grant acceptance forms for discretionary funds through GLM. We thought it might be prudent to add to the form…
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Are you responsible for getting grant agreements back to the funder?
This task of signing off on grant agreements continues to be kind of muddy at my org. Drives me crazy. A recent awarded grant had 4 forms they wanted completed. 2 were clearly fiscal in nature, 2 were to be signed by AOR with 8 spots for her initials. The forms were on a merry-go-round from me to fiscal to the PI on the…
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Faith Foundation Northwest is seeking Executive Director Candidates
The Deadline to apply was January 27, 2023, at 5 pm. The Executive Director Description The Executive Director is principally responsible for the planning, development, implementation, assessment, and improvement of all programs, by-laws and policies established by the Board of Directors. This role requires an…
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Outsourced Accountant!
Hello everyone, I wanted to share that I am providing back office accounting services to Community Foundation and Non-Profits with my new business Crystal Clear Accounting. I worked at Greater Kansas City Community Foundation for over seven years providing accounting services to organization across the country. I also…
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Chief Executive and Operating Officer - Come Join our Team!!
Mt. Pleasant Area Community Foundation in Mt. Pleasant, MI is seeking an accomplished, innovative, articulate professional to serve as chief executive/operating officer to lead and manage the Foundation’s continued growth. Isabella County residency or willingness to relocate to Isabella County is preferred. The Foundation:…