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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…
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Reporting Fund Balances
I would like to ask if anyone reports fund balances to board members. A question has come up as to the fiduciary responsibility to protect the confidentiality of the donors' private financial information and how to take the appropriate steps to protect this information from public disclosure. All feedback will be greatly…
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Apprenticeships and other for profit training academies
We have had an uptick in students attending for profit training academies as well as bypassing "traditional" post-secondary education plans and doing apprenticeships. Our organizational policy states that we cannot payout a grant to an individual or for-profit entity. Other organizations with the same policy in place, how…
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Demographic questions in scholarship application?
Hi everyone, Do you ask demographic questions as part of your scholarship application? We have not included a demographic section, but starting next year, we plan to add optional questions at the beginning of the application to better understand who is applying and receiving our scholarships. Initially, I planned to use…
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Converting Organization structure in CSuite?
Hello Everyone, My organization Cambridge Community Foundation is planning to convert from a traditional Trust-based non-profit foundation structure to a Corporate non-profit foundation structure. I am wondering if there's any documents or user experience from other CSuite users on the method to convert organization…
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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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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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1099s - What software do you all use to do the 1099s?
As we use CommunitySuite for our accounting software, we do not use Quickbooks, can you all share suggestions please? thank you Lourdes
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Contact List Management
How do others deal with external and internal contact list management, between Foundant and Excel for example?
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What tool does your foundation use to manage contacts?
Hello, We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?
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Collection of Audit Files
For the beginning of this year, we've decided to look for better ways to utilize the Foundant reporting feature to track the presence of various files for use in auditing procedures. So far, we've been uploading the files (acknowledgement letters, check/transmittal letter, and approval documentation) to the Documents tab…
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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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Grants Policy
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
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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,…
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Searching for Nonprofit Surveys from Community Foundations
Hello, Our Community Foundation is expanding our Nonprofit Capacity Building. We would like to survey our nonprofits to determine: nonprofit size in our community, staff, budgets, role (arts, animal welfare, etc), board demographics/need, facility needs, current funding streams, desired funding streams, nonprofit…
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#TuesdayTip: Creating Discussions / Questions / Polls!
Would you like to add to the conversations and connect with your peers in the community? You can do more than start discussions! Ask a question or create a poll by clicking the drop-down arrow next to the New Post button on the left side of any page! After choosing which you want to post, just pick out your category you…
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Congrats to the December Top 10 Leaders!
Congratulations to @AndreaGerhard, @KatieDecker, @MarcyAllen, @MarkBejcek, @ArtisFreye, @ErinHahn, @GabbyLam, @Kileytatepotts, @PaulTomkins, and @SusieLotreck for being on December's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Happy New Year! 🎈
Happy 2025, Compass!☀️ Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
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Happy New Year! 🎈
Happy 2025, Compass! 🔆 Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
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Fund admin fees, minimums, and $ to open a fund?
Hi fellow community foundation folks! Would you be willing to share the admin fees for your funds, fund minimums, if you accept pass-thru funds or only endowments, and whether people need $ up front to open a fund? We are reassessing our fee policies and hearing from you would be hugely helpful. Thanks in advance!
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How often do you cut grant checks?
We only cut grant checks twice a month, it has been that way forever.
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Multi-Channel Fundraising: Coordinating a Cohesive Campaign Across Platforms
Hi everyone! I’m curious how each of you manages fundraising campaigns that span multiple channels—whether it’s email marketing, direct mail, social media, peer-to-peer fundraising, or in-person events. In my fundraising and development coursework, I’m learning that using multiple touchpoints can really boost engagement,…
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Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
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Is there anyone willing to share their Grant Review Committees job description?
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
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Nice to Meet You!
Hey everyone! My name is Estella Coghlan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I heard about the strong internship program. I am originally from Mandan, ND, and have a background in the food service industry and office admin. I…
