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January's Top 10 Compass Members!
Happy 2026! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang! As…
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Client Support Intern Introduction
Hey everyone! My name is Ruxshan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning more about how the company supports funders, grant providers, scholarship providers, and community foundations in making a meaningful impact. I’m…
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New Client Support Intern
Hey everyone! My name is Nicole and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant when I learned about the mission to enable non-profit organizations to help more people! I am originally from Boise, Idaho and am currently studying Data Science and…
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Funding Opportunity
Hi all, Nuestra Herencia Grant Program, hosted by Latinos in Heritage Conservation, is in it's second round of funding. The due date for applications is February 13, 2026. Find out more information on our website and see recording of this year's webinars with more details for applicants.…
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Filing 1099s
Hello! I saw a post from 2025 about 1099s here which was helpful. I just wanted to make sure I understand that we aren't able to file a 1099 within CSuite, correct?
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2025 Year in Review
Happy New Year! Scroll through our 2025 Compass Year in Review to see everything we accomplished together. Thanks for contributing, connecting, and being such an important part of our growing community! In 2025 we had…. 654 New members 368 New discussions 734 New comments 285 Contributors 88 Questions answered 134,325…
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December's Top 10 Compass Members!
Happy New Year! Even with December being a bit quieter thanks to the holidays, our Top 10 community members still showed up and made Compass shine. Big cheers to: @RoyWilliams, @JulieGurnon, @LeeAnnGunning, @ChelseaDanner, @RobertoCremonini, @AndreaGerhard, @EleniZulia, @ElizabethZappa, @PaulTomkins, and @LyndseyThompson!…
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End of year and IRS guidelines
Hello everyone! This is our first "end of year" as a foundation and I'd love any tips and best practices you have to share. These are the main things we are tracking: Donation Cutoff for Tax Year Only donations received or postmarked by December 31 can be included in that tax year. For checks, use the postmark date if…
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How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
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Happy Holidays, Compass! 🍿✨
With the year wrapping up, let’s add a little festive fun to the community. We all have that one holiday movie we have to watch every season - mine is The Polar Express! 🚂💫 Cast your vote in our Holiday Movie Poll below and tell us which film gets you in the spirit! Add yours below if you don't see it listed!
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Sector Education Series: AI and Emerging Technologies
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will be publishing over the next few months. We started with our "How Foundations are Using AI to Multiply Mission Impact" webinar on 7/24 and will be continuing the series next…
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November's Top 10 Compass Members!
Happy December! 🎄🎅🏻🦌☃️❄️ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout November! Let's give a round of applause to: @AndreaGerhard, @ElizabethClary, @sydneydetweiler, @MichaelaArruda, @AnastaciaLamb, @AmberWestbrook1, @PaigeBrown, @AmandaGraham,…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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Introduction
Hey everyone! My name is Graham Smith, and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Denver, Colorado and, I am a senior studying Finance with a minor in International Business at Montana State University. I currently live in Bozeman, Montana. I became interested in…
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Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
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Elias Vesbach Introduction
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
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Scholarship Deferral Policy
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
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Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
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Universal Fund Agreement
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
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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
