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Quickbooks replacement software
We are a Mac office and don't want to move to QuickBooks Online now that QuickBooks has phased out Mac support. Has anyone made the change to a new software that they are happy with? We have 10 companies, and it is primarily only banking records and pulling reports, TB, BS, IS, and journal entries. Any insight? Suggestions?
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Percentage of applications funded
I was having a philosophical conversation with a grant administrator and we were chatting about the average approval rate for grant processes. What would you consider a 'normal' approval rate (partial or full funding) for your competitive grants?
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Grant due diligence
Hello everyone, We are just getting started and trying to make sure we gather the important details for a grantee before we process a grant. Does anyone have a comprehensive list that they could share? One specific question is do you always need to have a W9?
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College Majors in Eligibility Rules
For those who use a Universal Application for scholarships, if you use a dropdown menu listing college majors to determine students' eligibility for certain scholarships, would you be willing to please share the dropdown list of majors you list?
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Indirect Costs
I am looking for input on how other funders handle indirect costs in grant budgets. I would be interested in any perspectives or policies that anyone can share. I know that there is a lot more discussion out there right now on recognizing the full cost of projects and allowing for more generous indirect cost rates. Marian…
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Categorizing Grants
I'm trying to figure out an effective method to tag grants within my various processes (both ongoing and past) so that I can categorize them based off of the social issues targeted. One idea I have is using the reporting feature to filter out certain grants but I wonder if I can achieve a tagging outside of this feature I…
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Ending grantee relationships, shifting strategies
Hi folks, I'm looking to connect with other community foundation colleagues who have undergone strategy shifts that made significant changes to grant processes (e.g., decreased grant amounts, sunsetting previous grantee relationships that no longer are strategy aligned). We are shifting discretionary resources to…
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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
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Tuesday Tip: Earning Points in Compass!
Have you seen posts congratulating the top 10 members of Compass every month? Are you wondering how you can get on the leaderboard? Every month, ten leaders will be entered into a drawing for a little pick-me-up! View the current month's leaders on the "This Month's Leaders" leaderboard in the left sidebar of most Compass…
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Adapting to Federal Funding Freezes
Please take a few moments to review this blog article and let us know how Foundant can support meaningful connections and conversations between you and your nonprofit partners.
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Top Compass Users in April 🎉
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: @SusieLotreck, @MeghanBaylor, @mitchellhollberg, @ReidDiRenzo, @MadelynHillis, @glendatowns, @emilyszewczyk, @MikedeHilster, @LaurenRennie, and @heatherjohnson!…
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We are excited to announce that GivingData is joining the Foundant+SmartSimple team!
Please read below to see a note from Josh Mallamud, CEO of Foundant, SmartSimple & GivingData: We are excited to share that Foundant and SmartSimple have joined forces with GivingData to expand our portfolio of unique grantmaking software solutions and enhance your peer community of customers. We recognize many of you are…
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Teamwork, Training, and a Touch of Seattle Magic!
I would like to extend a heartfelt thank you to everyone who joined us at the Seattle Regional Training! The event was an incredible success, and we are truly grateful to work alongside such dedicated, intelligent, and passionate clients. Our training team was inspired by your engagement, energy, and the meaningful…
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Best practices for mailing grant checks
Hello everyone, I would love any suggestions for the most professional and streamlined process to mail checks to grantees. I'm looking into options so that we aren't placing physical stamps on checks, etc. Any advice would be greatly appreicated!
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CFGC is Hiring a Controller
About Our Organization: For over 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions - their values - with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
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Zeffy Software
Anyone have experience using Zeffy?
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Grant Application Scoring Rubric
Hi everyone, Just curious to know how you all score your grant applications. We have specific questions on our application that are worth up to a certain number of points and displayed on the application for applicants to see the weight of that question. The Board then scores the responses to get a total score for an…
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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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March Top Members!
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: @juliedowell, @StephanieOverbey, @JohnAmoroso, @HeidiTalbott, @DebbieStanton, @MeghanBaylor, @RaelynnMackenzie, @MeganDeHoog, @LaurenJenkins, and…
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Has this happened to you? Deceased a profile record and now Community Suite is haunted?
I set a profile record to 'deceased' and suddenly all the text in our Community Suite instance started bleeding - I assume our instance in haunted now? I tried Goo-ghoul to find a techxorcist, but that turned up nothing. Has anyone else experienced this before? Thanks, Mitch Hollberg PS - For reference, the donor name is…
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Designated Scholarship Conflict of Interest
We have several designated scholarship funds where the selection committee is made up of the school/outside personnel (principal, guidance counselor, etc.) and we have no part in the selection process. Do you have the school sign some type of conflict of interest form and if so, would you be willing to share?
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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2024 Year in Review
Enjoy scrolling through this recap of 2024 community activity in our annual edition of the Compass Year in Review! Thank you for all your contributions, and being part of our community for philanthropy! In 2024 we had…. 664 New members 356 New discussions 651 New comments 242 Contributors 71 Questions answered 66, 967…
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Donations Postmarked before End of Year
What are your common practices for inputting donations that have been postmarked before the end of the year, but are not deposited to the bank until the New Year?
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February's Top Trailblazers 🌟
Happy March! Kudos 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: @DebbieStanton, @MeganDeHoog, @AndreaGerhard, @MichelleSchneider, @JoeyGreshowak, @AngelaFarnquist, @teraalbrecht, @AmandaHester, @codifarrar, and @LuisLeon!…
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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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Public Support Test Modeling
Hello all! We're having a bit of a niche problem and wondering if anyone has insights on software or resources. My team works for an individual funder who is also associated with a Private Family Foundation. We regularly encounter situations in which funding from both entities could cause a grantee to "tip" into private…
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Best practices - Evaluating Grant Applications
Being new to Foundant Grants - this is our first year - I'm wondering if anyone has any suggestions for doing an informative and useful application evaluation process for the reviewers? We've always used a simple worksheet. Going online with our grant applications, we changed up the application. I want to develop a process…
