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SmartSimple SupportHub powered by Zendesk - Frequently Asked Questions (FAQ)
1. Will I still access support the same way? Yes! You’ll continue to access the Support directly from your SmartSimple instance — just like you always have. Only the landing page and ticket interface will have a sleek new look. 2. Are contact details staying the same? Yes, email and phone support remain unchanged: 📧…
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Excited to Join the Foundant Team!
Hello everyone! My name is Aïcha Koma, and I’m one of the new interns here at Foundant Technologies. I was drawn to Foundant because of your inspiring mission to use technology for social good. I’m originally from Burkina Faso and have a background in customer service and tutoring. I currently live in Madison and enjoy…
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June's Top 10: Stellar Members! ☀️
Happy July! 😎🍦🥵🍉⛱️ Congratulations to the top 10 members of June for your engagement in Compass! Let's give an applause to @RosieOgawa, @KatieDecker, @SusieLotreck, @MikedeHilster, @SharonChelouche, @PattyFreburg, @KellieUtzinger, @BrockUllman, @keithmckittrick, and @katrinalane As a token of our appreciation, each of you…
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Excited to be a part of this Journey!!!
Hello I am Siddi Shafan Hussain, and I am one of the new client support interns at Foundant. I currently live in West Palm Beach, Florida and some of my hobbies are working out,I am a car guy so I love cars as well, and overall, I love eating food too. And I have 2 cats!!!
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Coffee Talk: Grant Management in a Changing Environment
Thank you to everyone who attended our coffee talk on Grant Management in a Changing Environment. If you were not able to attend, you can find the slides and recording below. We had a great conversation and would love to keep it going. Please comment below. We are interested in hearing from everyone on the questions: What…
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Howdy from Texas!
Hi, my name is Sarah and I've recently made the switch from non-profit development (grant writing) to the foundation side of things. I've been really impressed with the Foundant software so far and I'm looking forward to continuing to dive in and learn more. Full disclosure, I've never once said "howdy" unironically.
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CFGC is Hiring a Director of Policy and Research
To be considered for this position, please submit your resume and a cover letter outlining your demonstrated leadership in policy advocacy and research, and in driving positive outcomes for your community. About Our Organization: For over 60 years, the Community Foundation of Greater Chattanooga has strengthened the…
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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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SmartSimple Cloud June 2025 Upgrade
To learn more about the June Upgrade release, please watch this recording of our recent webinar. You can also find information here in the SmartSimple Wiki! Please share any questions here in Compass to your SmartSimple community.
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Hello All!
Hello everyone, my name is Brock Ullman, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after my brother had previously worked here and raved about how much he liked it. I am originally from Carol Stream, Illinois, and am currently pursuing my…
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May's Top 10: Outstanding Members! 🌟
Happy Summer 🌊🏖👙! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout May! Let's give a round of applause to: @AnnKvach, @KatieDecker, @EllaKunze, @JeanneMcAlister, @MeghanBaylor, @TaraRegan, @MichelleLeBeau, @LindaStansberry, @mitchellhollberg, and @AmandaPool! As a…
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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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Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow…
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Newly Support Team Member - Hello!
Hi all - my name is Drake, and I'm so excited to be joining Foundant as a Manager on our stellar Support team. Prior to this role, I served as a member of the client services/sales team at Macmillan Learning, but have always been attracted to Foundant's mission and vision in the Founder/Philanthropic Space. My career has…
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Hi, I'm New Here!
Hello everyone! I am Kristen Neithercut, a new Client Support Intern here at Foundant. I became interested in working at Foundant when I decided to pivot my career away from hospitality/Food & Beverage towards a career that is still client-focused but not necessarily nights/weekends/holidays. As someone with a history in…
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Newly Hired Product Education Intern
Hello! I'm Ella Kunze - the new Product Education Intern at Foundant Technologies. When I heard about Foundant, I immediately realized interning at this company was an opportunity I couldn't pass up. I am from a suburb of Minneapolis and am currently a marketing student with a minor in English writing at Montana State…
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Streamlining Scholarship Acceptance Process Share Your Insight
Hello! I am curious to learn about other foundation’s scholarship acceptance workflow to see if there’s a way to simplify my foundation’s scholarship acceptance workflow. Currently, they have a two-step process. First, the student signs a scholarship agreement, which confirms they are still attending college. I use…
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Does your foundation award many grants at low dollar amounts or few at larger dollar amounts?
Does your foundation award many grants at low dollar amounts or few at larger dollar amounts? Our foundation tends to award few grants at larger dollar amounts to maximize impact in the community among strong nonprofits.
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CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding…
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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…
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Quickbooks replacement software
We are a Mac office and don't want to move to QuickBooks Online now that QuickBooks has phased out Mac support. Has anyone made the change to a new software that they are happy with? We have 10 companies, and it is primarily only banking records and pulling reports, TB, BS, IS, and journal entries. Any insight? Suggestions?
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Percentage of applications funded
I was having a philosophical conversation with a grant administrator and we were chatting about the average approval rate for grant processes. What would you consider a 'normal' approval rate (partial or full funding) for your competitive grants?
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Grant due diligence
Hello everyone, We are just getting started and trying to make sure we gather the important details for a grantee before we process a grant. Does anyone have a comprehensive list that they could share? One specific question is do you always need to have a W9?
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College Majors in Eligibility Rules
For those who use a Universal Application for scholarships, if you use a dropdown menu listing college majors to determine students' eligibility for certain scholarships, would you be willing to please share the dropdown list of majors you list?
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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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Categorizing Grants
I'm trying to figure out an effective method to tag grants within my various processes (both ongoing and past) so that I can categorize them based off of the social issues targeted. One idea I have is using the reporting feature to filter out certain grants but I wonder if I can achieve a tagging outside of this feature I…
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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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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
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Tuesday Tip: Earning Points in Compass!
Have you seen posts congratulating the top 10 members of Compass every month? Are you wondering how you can get on the leaderboard? Every month, ten leaders will be entered into a drawing for a little pick-me-up! View the current month's leaders on the "This Month's Leaders" leaderboard in the left sidebar of most Compass…
