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Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
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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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Collaboration Grants
Does anyone do collaboration grants where multiple organizations come together and submit one application for the group? If so, how do you process these and track them in the system? We are currently having one organization be the primary one to submit the application and who we make the award to, but knowing that funds…
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October's Top 10 Compass Members!
Happy November! 🍂🍁🦃 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, and…
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Discretionary Grant Letter
Hello! Is anyone able to share their discretionary grant letter with me? Thank you!
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Best way to handle a bank account that doesn't need balances swaps
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
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Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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What is the best way to enter stock donations if you do not sell the stock?
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
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Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Who can submit a grant application?
Do you accept grant applications from applicant organizations that are essentially a one-person incorporated entity (with one individual responsible for all aspects of the grant, including financial management and disbursements)? If so, how do you approach funding decisions in these situations? Do you fund this type of…
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How does your organization break down fund groups, subgroups, divisions, and segments?
Hello! We're currently evaluating how we utilize the organization of fund groups, subgroups, divisions, and segments and would love to hear how other community foundations are using these categories. Currently we use group like fund type - as in endowments, DAFs, fiscal sponsorships, scholarships, and community funds. But…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Regional Trainings 2025
Do you have information on other upcoming Regional Training dates & locations for 2025? I know some have been announced, but we're trying to be sure what's ahead is on the calendar for this year and budgeted for so we can plan and staff accordingly around our events and scholarship/grant cycles. Particularly interested in…
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Foundant Events Update: Milwaukee Regional Training Wrap Up and Upcoming Trainings
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
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Flexible Funding
Good afternoon! The St. Louis Philanthropic Organization (SLPO) awards grants of up to $10,000 to support programs that improve the quality of life for St. Louis City residents, allocating an average of $400,000 annually. SLPO is a relatively modest-sized funder, managed with the support of a part-time consultant.…
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501(c)4 organizations
Good Afternoon, I am running across an issue and I was hoping the community could help me! I recently had a donor wanting to use their funds and when I looked up the organizations they are both 501c4 organizations. I entered the grant and I was able to approve the one organization and make it eligible to receive grants.…
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August's Top 10 Compass Members!
Happy September! 🏫🍎🍂🌻 A huge congratulations to our Top 10 Compass members for August! Your energy, dedication, and thoughtful engagement kept conversations thriving. We’re grateful for the impact you’ve made! Let’s give it up for: @MariusDereskevicius, @LenoraLaVictoire, @SaraNickels, @MeredithEdwards, @LinaSpaes,…
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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Long Beach Community Foundation is Seeking a Grant and Scholarship Administrator
Hello Compass Community, One of my fabulous clients, Long Beach Community Foundation, is hiring for a Grant and Scholarship Administrator. This is a full time, salaried role based in Long Beach or the Greater Los Angeles Area. Remote/In-Office hybrid. You can see the job description and additional information here:…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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What's Up from Missoula!
Hello team! My name is Tristan Clifford and I am one of the new Client Support Interns here at Foundant Technologies. I think it's awesome to have this opportunity to work at Foundant, as I believe that non-profits and charities do some of the most important work by helping people in need and alleviating issues that aren't…
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529 Plans to pay scholarships
Hi! Our Community Foundation is looking into paying scholarships through 529 plans to help avoid aid displacement. Do any other organizations pay scholarships this way? Has it been helpful in reducing aid displacement? Thank you!
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? What…
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Grant Awards for AI Tools and Training?
Hi Everyone, Is anyone currently making grants to support organizations' efforts to purchase and/or implement AI tools to improve their operations, fundraising, etc.? Are these grants driven by the organizations? For example, are nonprofits indicating this is a need they have and they're submitting capacity-building…
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Indiana
Welcome to the Indiana discussion group.
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Anyone users located in Northeast Ohio?
Hi, all! I am new to using the system as a Grantmaker. Our organization has historically only utilized the platform for grant applications. I am looking to fully maximize automation and want to add electronic award letters, grant acceptances, and requests for payments. Previously as a grantee, I know the system supports…
