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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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Incentivizing Fund Adviser Portal Use?
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
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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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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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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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Grants to High School Sports and/or Club Organizations
Good Afternoon, Our foundation has been getting more and more requests from sports teams in our local area asking for grants. Some sports teams are associated with local high schools, others are independent traveling teams. Some are asking for help with purchasing equipment and others are just asking for general help with…
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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…
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Could anyone share the questions they use in their LOI process?
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Looking for a conditional formatted check template example for multiple signers
We are moving to using the check approver option and need to update my check template to be formatted between one signature for under 5K and two required if check is over 5K. I'm not familiar with writing code for conditional formatting. Help, please!
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Scholarship Successor Advisors?
Hello everyone! Our scholarship program at The Findlay-Hancock County Community Foundation is celebrating 30 years and we are starting to have a generational shift. The individuals who signed the original fund agreements would like to "pass their scholarship" on to the next generation of their family. What policies do you…
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Does anyone else have challenges with unidentified stock gifts?
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's…
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Hello from Central Florida... I'm new to Foundant
Hi this is Maggie Soderholm, I am the new Grants Manager at the Edyth Bush Charitable Foundation, which is in Central Florida. I'll be at the 2025 FPN Summit this week in Orlando. I'd love to connect with others, especially those who live in the area. Please feel free to ping me if you're using the conference app. I'd love…
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January's Top 10 Compass Members 🥳
Congratulations to @BradWard, @AmandaHester, @valeriaarriaga, @KatieDecker, @lydiagracey, @AndreaGerhard, @SarahDill, @MarcyAllen, @elizabethmesserli, @LenoraLaVictoire for being on January's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…
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If SAI is not currency, then why is it used in the over award formula?
Federal Student Aid website states: Your SAI is not a dollar amount of aid you’ll receive, what your family is expected to provide, or your final financial aid offer. But also says: An overaward exists when a student’s aid package exceeds their need or overall cost of attendance (COA). Remember when packaging subsidized or…
