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People and Culture Job Descriptions
Would anyone be willing to share their People and Culture job descriptions? Thank you
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New Client Support Intern Introduction
Hey everyone! My name is Dalton Antolini. I am one of the new Client Support Interns recently hired here at Foundant Technologies. I became interested in working for Foundant after having a child and returning back to school to finish a bachelor's degree. I wanted a career path that I would be able to transition into with…
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🏆 Achievers in August: Meet the Top 10 🏆
Congratulations to @KarenLampert, @CandaceKrell, @HollieShort, @LauraBidireanu, @JaneBeacom, @BenJohnBernardo, @LenoraLaVictoire, @hankdrew, @TheresaKolasinski, and @RachelScott for being on August Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned…
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Coffee Talk: Funding Displacement and Scholarship Awarding Process
Thank you to everyone who joined us today to talk all things scholarships and the awards process! Below are some other resources on scholarship displacement that you can take a look at! Use this space to continue the discussion!
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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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Consulting Offered for Donation Portal and Giving Hub Set Up
Wow! It’s great that CSuite is updating and changing - but man, it can be overwhelming! If you need some direct guidance on updating to the Donation Portal AKA Giving Hub, I can help! ABOUT ME I have worked in CSuite for over four years. I was in charge of our integration and I'm the “database manager” in charge of keeping…
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Stripe Fees
I was curious if anyone has stripe fees going into a separate fund at your organization versus going back into the fund the donor is making the donation to. If you do, is it your operations fund or did you create a new fund? I'm also curious if other foundations are covering the cost of the stripe fee if the donor doesn't…
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CF - legality of paying a scholarship award to a student's student loan
We have a few funds that award scholarships to the contestants in a pageant or rodeo. These recipients may be older and already have earned degrees or are committing to a one-year reign so are not able to attend college the next school year. Do you pay scholarship awards directly to a student loan? As a Community…
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Financial Need vs. Ability to Use a scholarship
Hello, There is much discussion about financial need of a student. We evaluate a student based on a number of input items from the student such as SAI, income, extenuating family circumstances. What I do not see being considered is the ability to use a scholarship. Does anyone determine the amount the student owes - SAI?…
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How to gather updates on awardees for donor stewardship
Hello! As part of our donor stewardship strategy, we use follow-up forms to gather information from awardees. We then use templates to create a summary page that we can share with our donors using the details shared on the follow-ups. However, we have been having issues with the information that the templates pull, so we…
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Loan Software
As our loans become more robust, we are looking for loan software that is more sophisticated. We'd like the software to create an amortization schedule for us and process the payments. What loan software are other community foundations using? Please share your recommendations.☺️
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Corporate credit card policy and forms
Hello, Does anyone have a general credit card policy and credit card use agreement they could share? Thank you.
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Join the Final Countdown to 5,000 Members! 🌟
We're on the final stretch to reaching 5,000 members in Compass. We are currently at 4,950 members, and we're offering a special raffle for the next 50 people who join us! Referrals count too! If you bring in team members from your organization, you’ll get an extra chance to win. Just make sure you request the Referral…
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Join the Final Countdown to 5,000 Members! 🌟
We're on the final stretch to reaching 5,000 members in Compass. We are currently at 4,950 members, and we're offering a special raffle for the next 50 people who join us! Referrals count too! If you bring in team members from your organization, you’ll get an extra chance to win. Just make sure you request the Referral…
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Your New Intern @ Foundant
Hi everyone! My name is Ben John and I am the new client support intern here at Foundant Technologies. Ben John is my full first name originating from my father's name and his favorite bible verse. I became interested in Foundant after I discovered this company worked in the philanthropic sector by integrating technology I…
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We are excited to announce that Foundant and SmartSimple are merging!
Please read below to see a note from Chris Dahl, CEO of Foundant Technologies: "The decision to merge is rooted in our shared philosophy of prioritizing our clients and teams and our commitment to living our missions, which is reflected in the services and solutions we provide. With a combined 40 years of experience…
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Looking to move from an Annual Grant Cycle to Spring and Fall Cycle
Hello all, Our Foundation currently runs 1 grant cycle per year (4 different Grants), with applications opening in Feb to March. Then April/May are adjudications, decisions etc. and payments are in June. The funding usually targets projects for the summer and remainder of the year, but they can also use the funding up to…
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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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Florida Regional Training!
We are excited to announce Foundant is coming to St. Pete Beach, Florirda for a Regional Training November 18-19! Register here to connect with your Foundant peers at our 2-day software training and networking event. We hope to see you there!
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Capital Campaign Grants
Our CF has typically not considered grant requests from nonprofits for capital campaigns for a couple of reasons, one being lack of unrestricted dollars to make such significant grants. Over the years, our unrestricted pot of grantmaking money has grown and recently we recently considered and awarded a large grant…
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🐾 Pets of Foundant!🐾
We're excited to bring back "Furry Fridays" with the Pets of Foundant - a beloved tradition in our community! Share photos of your pets this upcoming Friday in this new category—cats, dogs, hamsters, etc. - all are welcome! Here is my sleepy kitty, named Penny! Can't wait to see your furry friends again! 📸🐶🐱
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Tips for creating and forecasting a managed funds budget
As we all strive to effectively manage and grow our funds to support our mission and community, I’m interested in learning more about best practices for creating and forecasting a managed funds budget. Specifically, I’d like to hear from you on the following points: Revenue Projections: How do you estimate investment…
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Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
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alternative to deceasefinderrecord?
We are looking into other platforms that are similar to but not DeceaseFinderRecord (Blackbaud). Do you use a platform to search for deceased information for records in your database? If so what do you use? Are the results reliable?
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Annual transfer of Operating Net Income to a Reserve Fund?
Wondering if anyone else has worked out the mechanics behind this kind of a transaction. Essentially we have an 'Operating Reserve' and each year the Net Income (with a few adjustments for fixed asset acquisitions and depreciation) is intended to be rolled into that Operating Reserve. The way we are set up now we have the…
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🎉 July's Top 10: Outstanding Members! 🌟
Congrats to @BelarminoCastellanos, @RachelScott, @hankdrew, @KellyScott, @MicheleBenavidez, @glendatowns, @TracyEads, @CaroleTarrant, @KellyMartinka, and @SamMueller for being on the top 10 leaderboard for July! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
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Greetings from Minnesota!
Hi everyone! My name is Callie and I recently joined the Foundant Product team as the Product Owner for GLM & SLM. I have more than 8 years of experience in the scholarship industry supporting non-profits, community foundations, corporations and colleges and universities with their scholarship and emergency grant programs…
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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Navigating Colleges Payments Post Award
Hello everyone, We often get students (or their parents) coming to us to ask what's happening with their scholarships once it has been to sent to a particular school. While I don't mind following up with the school to ensure the funding was received, I often feel like I am being asked to navigate each school's method from…
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Automatic address correction?
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
