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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!
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Just in time for the holidays-USPS raising rates for packages
Many are in prime-time planning for end-of-year solicitations, and if you're contemplating sending out gifts to top donors, you might want to think again. The good ole' USPS is planning a price increase just in time for the holidays. While the official nonprofit rates will remain the same, package shipping for items from…
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Webinar follow up - Connecting Your Scholarship Program to Your Organization's Strategy
@JuliaDaSilva from the Triangle Community Foundation shared how they have made significant changes to their scholarship administration practices to align their scholarship program with the foundation's overarching strategy. In this webinar, she highlighted changes they made to their application to remove barriers for…
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Last week's top nonprofit discussions!
Hi everyone! Here are last week's trending discussions for nonprofits. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! Texting Service by @JenniferCochran…
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Moved: Site Visit: Matrix
This discussion has been moved.
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Last week's top discussions!
Hi everyone! Here are last week's Top 2 most-active discussions. plus a newly revived question. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! Corporate…
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Sample Template Letter to Donor to reach Minimum Endowed Fund Balance
Hi all, Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fund balance per policy guidelines, and advice on next steps? Thank you very much! Missy Belles
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Non-discrimination Clauses and Race-specific Scholarships
What language do you use related to non-discrimination in your fundholder agreements and public communications about scholarships? Do you refer to a specific law, or have a list of "we do not discriminate based on X"? How do you rectify these non-discrimination clauses with scholarships that are for a specific race,…
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Flashback Friday: Foundant Summer Reunion!
One month ago, the Foundant team started gathering in Bozeman for our Summer Reunion...our first gathering in 2 years! Many of us met in-person for the first time. We hugged, laughed, came up with new ideas, rafted, volunteered, hiked and HAD FUN. Can you spot any of your favorite Foundant faces?
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Moved: Rescinding a Grant Award
This discussion has been moved.
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Tax/Gift Receipts - Advisor Portal
We are new to CSuite as of June '22 and still working through some new process and procedures. One item that we were excited about was the functionality of tax receipts being auto-uploaded to the fund advisor portal after they were processed. However, it came to our attention that either we weren't properly trained or…
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Corporate Succession Planning
Greetings all! We live in an earthquake/tsunami hazard zone on the south coast of Washington (state), and are updating our emergency planning for major events. And looking at corporate succession plans--what if our community vanishes, most of us die, and all that is left is the CS database and cloud based records? Anyone…
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How have professional advisors impacted your development strategy? [Coffee Talk]
Use this discussion to share experiences and best practices to supplement the Coffee Talk, Working with Professional Advisors. Other topics of discussion include: - What role do professional advisors play in your organizations? - What are some ways foundations can help professional advisors and their clients? - What…
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New to Foundant
Hi all! My name is Rio Wofford and I am a new intern here at Foundant Technologies. As someone who is interested in creating genuine and caring human experiences - I knew I had to come be a part of Foundant. I moved from Billings to Bozeman to study Organismal Biology. While achieving my degree, I was the Vice-President of…
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Last week's top nonprofit discussions!
Hi everyone! Here are last week's top 3 trending discussions for nonprofits. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! How and when do you plan for year-end…
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New Addition: Intro!
Hi everyone! My name is Melanie Ruiz and I am a new intern here at Foundant Technologies. I have worked in the non-profit sector prior to working at Foundant and enjoyed it! I am originally from Fort Lauderdale, Florida, then went to college in Orlando, Florida and graduated from the University of Central Florida in 2019…
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Last week's top discussions!
Hi everyone! Here are last week's Top 3 most-active discussions. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! Scholarship Policies - focus on administration of…
