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Gift Entry for Checks from Retirement distributions and from Estates
Good morning, I have two questions and am looking for best practices or suggestions for both: For a check from a retirement distribution that comes from the financial company, do you treat that like a soft credit and enter the finance company as the donor and then the donor as Donor Advisor? It seems like since the company…
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"Matchmaking" between Donor Advised Funds (DAFs) and nonprofits
Hi all, Our community foundation is moving into a more proactive space of serving our DAF holders, including presenting "matchmaking" opportunities to them with current needs in the community and/or in their grantmaking interest areas (which we've been slowly recording in Raisers Edge over the past few years). We do not…
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Looking for a Bookkeeper/Accountant who knows Foundant!
The Thunder Bay Community Foundation is seeking a bookkeeper/accountant who is well versed in Foundant. Other duties include: Running payroll using 'Humi', record monthly transactions, reconcile bank accounts and investment portfolio, prepare monthly budget to actual reports, prepare and submit WSIB return, prepare annual…
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Grant Application Review Checklist
Hi all, I just wanted to start a conversation around grant application reviews and see what others are doing to review applications. I mostly ask this because I know many of you will know that there are many components to a grant application, and keeping track of all components can be a little cumbersome. So, I would love…
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Moved: Scholarships that are paid in full
This discussion has been moved.
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Introduction
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Hello all the way from Alabama!
Hello everyone! My name is Julissa Mancilla and I am one of the new interns here at Foundant Technologies. I became interested in working for Foundant when I learned about the awesome work that the company does. I'll be honest in saying that I was slightly intimidated at first because I haven't ever worked with the…
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Do you use variance power in your Agency Fund Agreement?
Hi all! We are having some conversations with our auditors about agency funds and I would love to have you fill out this little survey asking if you use variance power language in your agency fund agreements - thank you so much for filling out this survey! Missy Belles Gifts & Grants Administrator Whatcom Community…
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Hello from Missouri!
Hi everyone! My name is Faith McDaniel and I'm one of the new interns here at Foundant Technologies. I became interested in working for Foundant after researching more into the grant writing space. I really liked that Foundant helps organizations maximize their impact and help others. I currently live in my small hometown…
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Happy to be Here!
Hello everyone, my name is Sid. I grew up in Los Angeles and now live in Austin. I love working with data and people. I'm happy I joined Foundant and look forward to working with everyone. I'm into cars, traveling, wine, and reading history. I earned a BS (Computer Information Systems) from the University of Central…
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Grants for compensations only
Has anyone written a grant just for Compensation? We are a start-up. The grant I want to apply for supports start-up costs. An Administrator is what we need most. Would it be wise to write a $20,000 grant proposal to go toward a position? Thank you
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List of Canadian Foundations using Foundant
Hi! Just wondering if there is a map or list of those using Foundant in Canada?
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Oh hey there!
Hello fellow changemakers! My name is Lyndsey Thompson and I am a new Client Success Consultant at Foundant Technologies. Prior to joining Foundant I spent over a decade supporting the nonprofit sector in various capacities including program management, volunteer coordination, event planning, fundraising, and grantmaking.…
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scholarship reporting - awarded vs. distributed?
Hello! Each year there unfortunately is a discrepancy between the total # and $$ amount for scholarships due to a variety of factors; I'm sure many of you can relate. Curious to know how other scholarship providers handle reporting for marketing, annual reports, etc. do you use awarded vs. distributed totals? or a combo of…
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Telling the Story
@JoshuaBernard and I really enjoyed facilitating the conversation at our Coffee Talk today, "Telling the Story". So I've created this post to continue the discussion! What kind of stories are you telling? Who is your audience? What is your goal in telling your story? Do you use data, narratives, or visuals? What are the…
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Congratulations to the August Top 10!
Congratulations to @SkyeWeber, @MissyBelles, @MelanieRuiz, @CameronWood, @JulieKlipp, @LaurelShulman, @MichelleSchneider, @akinabioye, @JuliaDaSilva and @MargaretOwenSpiak. 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…
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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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Training for Volunteers conducting Site Visits/Grant Interviews/Grant Review
Hello everyone! I am hoping to hear from anyone who provides a training or orientation for volunteers (whether they are Board Members, Grants Committee members, or community volunteers) who conduct Site Visits / Grant Interviews / Grant Reviews for grant applications. We are hoping to put together a training that addresses…
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Question: Do grantmakers fund past expenses?
Hello my name is Linda, I am new to this group however I need to know for a meeting today whether or not Grant makers fund past expenses such as $5000 toward website development spent last week. Thank you, I look forward to introducing myself at a later date.
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How and when do you plan for year-end giving?
Supplemental conversation about our webinar with @KristinRaack, Planning for Year-End Giving Now to Minimize Stress and Maximize Results.
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Hi there from Boise!
Hi everyone! My name is Logan and I am excited to be joining as a new Intern here at Foundant Technologies. After being referred to Foundant by my partner, I became interested in working here because of the opportunity Foundant provides to assist communities and organizations in making positive impacts. I am from Colorado,…
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Grant Data Collection
I wanted to start a discussion around data collection, specifically to see what kind of data you all are collecting from your grantees. I am going through my first round of analyzing accountability reports since joining the organization I am with and sad to see we aren't collecting much quantitative data; a majority of the…
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#TuesdayTip: Update your profile!
Let us get to know you and put a face to your name! Visit your profile to update/complete your bio. and upload a profile picture to earn another badge! Just click on your photo/avatar and select Edit Profile... And then...
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Tuesday Tip: Update your profile!
Help us get to know you and put a face to your name! Visit your profile to add a short bio, your preferred pronouns, and a profile picture! Just click on your photo/avatar and select Edit Profile.
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Giving Days
Does anyone charge a fee to nonprofits that participate in your Day of Giving? If so, how much?
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Moved: Board and Committee Tracking
This discussion has been moved.
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Fundholder services/stewardship
Good morning, I'm new to community foundations and am tasked with creating a formal fundholder services program. Our goal is to improve fundholder onboarding and make our ongoing communications as well as the services we provide more strategic and personal. Any advice or suggestions you may have would be greatly…
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POS Stripe
Hi there, I was wondering if anyone else has integrated any of the Stripe POS devices (Such as the Wisepad) and linked it to Foundant yet? Would love to have a quick chat with someone about their experience.
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Looking for an administrator
Hello all, We are in the process of implementing our GLM, Community Suite and SLM systems. We are looking for an individual to be the leader of our work and presence within these products. Please check out our posting linked below. Thank you. Milika Miller Greater Milwaukee Foundation…
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Texting service
Hi all, I am looking into a texting service to communicate with volunteers, share information about nonprofit events and fundraising. Does anyone use one that they like? Thanks!
