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It's National Beer Day, what is your favorite beer style?
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Mind the GAP – how gift acceptance policies make you the superhero!
I recently wrote a blog that you may find interesting. If you don't have gift acceptance policies, you should. If you do, have you reviewed them recently and do you follow them? This is a quick and informative read. Community Foundations need a good GAP as well as any nonprofit. Thanks. Kent C. Weimer, Chartered Advisor in…
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Unique situation for donors
We have a set of donors who are making their post-lifetime plans for their donor advised fund. The fund is currently non-endowed and will have ~$40M added to the fund after the donors’ lifetimes. It has a very narrow area of interest for the grant funding (retrofitting homes for seniors and people with disabilities). The…
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Mind the GAP – how gift acceptance policies make you the superhero
I recently wrote a blog that you may find interesting. If you don't have gift acceptance policies, you should. If you do, have you reviewed them recently and do you follow them? This is a quick and informative read. Kent Kent C. Weimer, Chartered Advisor in Philanthropy® Director of Trusts, Estates and Gift Planning…
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Introduction -- New Implementation Specialist from Olney, Illinois
Hey everyone! My name is Audra Clodfelter and I am one of the new Implementation Specialists here at Foundant Technologies. I became interested in working for Foundant after completing SLM+UA and GLM trainings when I work at Southeastern Illinois Community Foundation. I am working remotely from Olney, Illinois ("Home of…
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Hello
Hi- My name is Molly and I am the new Director of Client Success here at Foundant. I heard about how great Foundant was from friends who work here, and I am excited for this opportunity to be able to work with all of you and our clients in the philanthropic community! I am located in Bozeman, MT, and enjoy all of the…
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Award Displacement Language
I was on a coffee talk yesterday Re: WORKING WITH COLLEGES AND UNIVERSITIES, and someone mentioned that they use Award Displacement Language in their check letters. I would really appreciate if someone could share that verbiage. Thanks😊
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Director, Finance wanted for Central Carolina Community Foundation - Columbia, SC
Please see the attached for details on a great opportunity in Columbia, SC
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Loan forgiveness or Reverse scholarship programs
Coming out of our Summit conference there have been a few scholarship clients expressing interest in the concept of loan forgiveness or reverse scholarship programs. Loan Forgiveness (also known as Reverse Scholarships) is a process of awarding scholarships after the expenses have been incurred. These funds pay back loans…
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Congratulations to the June Top 10!
Congratulations to @annehossner, @MindyWallen, @CarlaBatts, @JenWindram, @PennyHalstead, @PatrickLaorden, @JulieKlipp, @gracetorres, @ClaraHansen, @AnnFisher! As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a surprise. The winner will be tagged…
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How do you monitor and support grantees around DEI work?
Hi there! My colleague, @SheriaWalker, and I presented a Client Panel at Summit 2022 and wanted to take advantage of the entire community's collective wisdom to keep the momentum from the conversation going. Our presentation reviewed new practices that our foundation has put in place to assess whether an organization's…
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990 efile
Which product do you use to efile your 990 form? Our snail mail copy just got rejected and said we need to file it electronically. I'm thinking Form990 online company. I called Intuit but I would need to get a EFIN# to use their product. Thanks!
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Procedure for updating fund record in the event of death of advisor(s) or other life-changing event
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? Thank you! Sally Hermann St. Croix Valley Foundation
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Administering Grants for County Commission
We have been approached by a county commission in our region for assistance in administering their annual grant process. They would like us to build the application, answer applicant questions, conduct a preliminary review, and oversee follow-up reporting for awarded grants. The county commissioners will make the final…
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Ideas to Get Your Board Excited and Engaged
Struggling to get your Board engaged? The following article was full of 100+ ideas to get your Board involved! Some of the tasks don't even involve asking for $, but allow your Board to serve the organization in a meaningful way. Please share your best tip for getting your Board involved and engaged!
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Does anyone have a process they can share for sending electronic tax receipts/acknowledgements?
We are considering going to a hybrid approach of tax receipts/acknowledgement letters and was wondering if anyone was willing to share what they currently do within their organization. I guess my main question is how do you know if the donor has an email already set up in the system or now to know they type of template to…
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Nonprofit Conversation series with Cecilia Sepp, CAE
Check out this series of FREE 15- to 20-minute videos covering hot topics and issues related to 501c organization management. New episodes are posted around 1 p.m. every Monday. Host Cecilia Sepp's also has a Nonprofit Executive Spotlight series.
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Now Hiring: Vice President of Advancement as well as Director of Grantmaking
The Community Foundation of the Fox River Valley, headquartered in Aurora, Illinois, the state's second-largest city and approximately 40 miles from Chicago, is hiring a Director of Grantmaking as well as a Vice President of Advancement, both positions are full-time. To learn more or to apply, visit: The Foundation…
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Cohort Model Scholarships
Greetings from The Miami Foundation! We are beginning to explore cohort scholarships and would love to learn more from anyone who currently oversees any. I am new to the world of philanthropy and scholarships. If you're available, I would love to connect and pick anyone's brain about cohort scholarships (or scholarships in…
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Congratulations Letter/email
Anyone care to share their congratulations letter? I'm looking for some not just basic ways to say what we have to say. Also, when you award a scholarship, do you send an email or paper letter? We're first timers using SLM this year. Thanks all, Marsha
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Assignment of grant reviewers
Hi everyone - would appreciate hearing your thoughts on the following, but some background first. We launched a one-cycle grant program earlier this year. We're about to wrap up our LOI stage and get back to applicants on whether or not they advance to the full application stage. My question is: When you assign reviewers…
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Job Opportunity - Philanthropy Assistant
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Scholarship event activity?
Hi everyone! We are bringing back our scholarship event this summer after a two year hiatus. In the past we have called each recipient up to the front and handed them a certificate, similar to a graduation. This year, we are hoping to make it less formal and more fun, providing time for the students, donors, and committee…
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Featured Badges for Pride Month!
To celebrate Pride Month, learn about or request these badges!
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non-discrimination disclaimers
Hello All, We are preparing a new scholarship application and wanted to include a text stating that we are asking certain questions regarding race, ethnicity and gender for purposes of statistics only. We wanted to actually include a non-discrimination disclaimer text in the application. Is anyone doing this? Do you…
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Quick Survey: Receiving feedback from applicants on our grant application process
Has anyone posted a quick survey at the end of an application to gain feedback from grant applicants on how they liked the application process and suggestions for improvement? If so, what type of questions did you ask, and did you find the survey helpful?
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Hello!
Hello everyone! My name is Patrick Laorden. I currently serve as a grants associate with the Hartford Foundation for Public Giving in Connecticut. I'm excited to be in philanthropy full-time. I have experienced working with grants, more on the grant-seeking side of things, having served as a grants consultant and volunteer…
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Scholarship Room & Board/Potentially Taxable Expenses
Hi everyone, We have a new scholarship in which the donors want the scholarship to have the option of the student being allowed to use funds for room and board; specifically, assistance with off campus apartment rent or living expenses. All our scholarship payments are made to the student's tuition account at his/her…
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New Intern Introduction
Hi everyone! I am Jacob Hofer, and I just started working at Foundant as a client services intern in Bozeman. I just completed my third year at MSU studying Computer Science and Mathematics, and plan to graduate at the end of next year before working towards a Master’s degree. In my free time I enjoy basically anything…
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Grant guidelines and decision making framework for granting ARPA funds
Our organization is partnering with our county to support their grantmaking efforts for APRA (American Rescue Plan Act) funding for nonprofits. They would like to grant us $500,000 to then create a Nonprofit Economic Recovery fund. We will provide unrestricted funding to our local nonprofit organizations from this fund to…
