Recent Discussions

Position Title: Planned Giving Officer Location: Fort Lauderdale / South Florida Reports To: President & CEO Status:Full-Time, Exempt About The Our Fund Foundation The Our Fund Foundation is South Florida's only LGBTQ community foundation, advancing equity and improving the lives of LGBTQ people through strategic…

Job Description To be considered for this position, please submit your resume and a cover letter outlining how your experience and skills match the qualifications of the role. Apply to this position through our careers page:https://cfgch.bamboohr.com/careers/29 About Our Organization: For over 60 years, the Community…

Happy June! 🐝🌸🌱🦋 Congrats to our Top 10 community members who made a big impact on Compass with their engagement and dedication throughout May! Join us in celebrating: @KatherineBusser, @AngelaBreathette, @AndreaGerhard, @RandyMacon, @caseydesain, @NickiLargent, @AaronKoontz, @JuliaSines, @JenniferLilienthal, and…

Foundations, FEG is an Investment Advisory Firm that surveys Community Foundations annually. The survey captures evolving practices and priorities across the community foundation landscape, including asset allocation, spending policy, values-aligned investing, and the emerging role of artificial intelligence in foundation…

Good morning, Do you allow donor involvement in your scholarship process? If so, how are donors involved? What information do you share with donors? Do you allow donors to review their own scholarship applications? Thank you!

With this whole new world of AI, we are looking at creating an AI Policy. Would anyone be willing to share their policy to help us get started? Thanks!

Hello … we are a Community Foundation that has 30 online scholarship processes. We have a number of students who copy and paste their application into almost all of the available processes without ever looking at the requirements and/or preferences. It is not feasible to go with a Universal Application, as every process…

Our year end is December and we post the adjusting journal entries, which affects funds, by May or June of the following year. In that time, we are not able to produce financial statements for the new fiscal year. Until we can post the adjusting journal entries, then I can produce financial statements to date. Which are…

Happy May! 🐝🌸🌱🦋 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout April! Let's give a round of applause to: @breaunajurkowski, @JasmineWilliams, @RobinBaker, @ChekemmaTownsend, @ZaidaPadilla, @MarieShores, @AlondraVazquez, @KellyMiller, @MariaWakan, and…

Looking to do meaningful work? The Edyth Bush Charitable Foundation is seeking an experienced Grants Manager. Review the attached job description to learn more. Experience with Foundant GLM software is a plus. Confidential inquiries may be sent to careers@edythbush.org.

La Crosse Area Community Foundation (LACF) 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. The CEO provides strategic…

We are a health-conversion foundation, serving parts of West Virginia and Southeast Ohio, that awards about $1 million in grants per year to support health-related projects. We are exploring different models for our grant application process for one of our grant programs, with a focus on how we can reduce the time from the…

I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…

Hey everyone! My name is Abram, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant through my background in the nonprofit sector and philanthropy. I am currently enrolled in the University of Montana’s MBA program and previously worked with the Oregon…

Hi, everyone! My name is Jenn Bates, and I am a new Project Manager on the CSuite Delivery team. This is my return to Foundant as I was an Implementation Consultant on the GLM/SLM team and a team lead 2 years ago. I'm VERY excited to be back and first discovered Foundant (and its awesome team) as a client, first in SLM as…

A primary consideration is that we serve in an advisory role to our DAF holders; they often look to us as experts, and the guidance we provide carries perceived authority. Because of that, we’re trying to assess whether this creates exposure that warrants this type of coverage. Thanks in advance for any input you can…

Hello everyone, Like many foundations, we’re seeing a noticeable increase in the number of Letters of Intent (LOIs) submitted each year. As we reviewed our 2025 submissions, we realized that many organizations submitting LOIs did not meet our funding guidelines or criteria, which has resulted in a significant amount of…

Happy April! 🐣🌿🌸🕊️💗 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout March! Let's give a round of applause to: @TammyOppel, @MarkBejcek, @JulieAnderson, @ErinHahn, @RobynKeating, @KirkAmaralSnow, @AaronKoontz, @NikkiHilchey, @LauraClark, and @RachelMasilamani!…

Every once in awhile, I'll remind you to check-in on your notifications so you don't miss anything important here in Compass! Click on your profile pic in the upper right corner. In the drop down, select "Account & Privacy Settings" Under your photo, select "Notification Preferences." I recommend opting in to receive an…

Thank you to everyone who helped us grow from 5000 to 6000! Your engagement continues to shape this community and keep it thriving. Today we are recognizing the top members who have been especially active since we reached 5000. Your contributions and consistency make a real impact, and we appreciate everything you bring to…

Hello, The Athens County Foundation is hiring a full time Finance and Admin Manager to support the Foundation's work across Athens County. Here's more information about the position: https://www.athensfoundation.org/join-our-team The Athens County Foundation is an incredible organization making a difference in our area of…

If you click the "Groups" tab on the top of your Compass page, you will notice there is a new and updated look! Groups has gone through a major update, making them simpler, cleaner, and easier to use. If you are registered for Summit or any other Regional Training, go ahead and take a look. Let us know any feedback in the…

Hi everyone, I’m looking for feedback on our current donation workflow to see where we might improve efficiency, strengthen internal controls, or streamline steps. We have a part-time gift entry person and another staff member who assists with gift entry. Below is our current process: Current Donation Workflow Mail Opening…

To be considered for this position, please submit your resume and a cover letter outlining how your experience and skills match the qualifications of the role. About Our Organization: For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting…

We're looking to pull some custom reports to take a look at how our DAF holders use Foundant. Everything from how often they log in, grants requested, grants sent, donations, etc. Does anyone have a custom report they like that they could recommend to pull in several object fields from the system?

Happy March! 🌻☀️🐝🌈💰🍀 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! Let's give a round of applause to: @PaulaMendes, @SaraNickels, @ShannanStavinoha, @StephanieFox, @JuliaSines, @MonicaRojas, @JennieWhite, @ValoriBerrisford, @sueculli, and…

Attending PEAK? RSVP for our happy hour! Space is limited, so please be sure to RSVP as soon as possible! Click here to RSVP. After a day of learning and connections at PEAK, we’re excited to continue the conversation and bring our united Foundant, SmartSimple, and GivingData user communities together. Date: March 25, 2026…

If you are a smaller Foundation and need help with accounting. I can help. If you need help setting up your accounting software or scholarship software. I can help. A little about me. I am in my 28th year at a Community Foundation. I have implemented CSuite for accounting and scholarship. I have been performing accounting…

Hey everyone! My name is Sneha and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning about the passion for leveraging technology to maximize philanthropic impact. I am originally from India, and have a background in IT and Supply Chain…

I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…