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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…
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Congratulations to the May Top 10!
Congratulations to @sloanalberhasky, @DeanBusack, @DeanBusack @GracieMaxwell, @MarshaStrauss, @TammyPrater, @AmieMorgan, @HollySpitz, @JenniferAllain, @CalvinReinholtz, @DavetteSwiney! 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.…
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Let's talk about affiliate committees!
Happy Monday, everyone! I would love to hear from some of you about two things: 1) How you engage your affiliate committee members and 2) how you go about recruiting new members for your committees. Our community foundation has a total of 23 affiliate regions, and each region has its own affiliate committee. Some…
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Let's talk scholarships!
At the Summit 2022, we had a great opportunity to have scholarship-based discussions with peers all over the country. I've tagged scholarship professionals who attended this year. Do you have any topics you'd love to continue to chat with your peers about? Please add some ideas in the comments, or continue on one of the…
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Privacy Policy
Hello! I'm looking for examples of a Privacy Policy to post on our website. What do we need to include beyond "we will not sell or share your information? Thank you, Abbey Cameron CEO 3 Rivers Community Foundation (Richland, WA)
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Casual coffee with a potential donor
What do you take with you when invited for coffee by someone who would be a potential donor?
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Certificates in Grant Writing and Management
Hi Everyone, Hope all is well. Happy Friday! I am new to a grants manager position and was wondering if there were any certificates that I could take or helpful resources. Anything helps. Just looking to obtain more knowledge so I can help the people I serve in the best way :)
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Connection-Based Strategies to Maximize Donor Giving
Let's use this space to continue the conversation about the strategies discussed on our webinar: How do you break through "donor fatigue" in annual donors? What are you doing to drive deeper connections with mid-level donors? How have you uncovered the "hidden gems" of larger gift-givers in your database using the art…
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Scholarship Evaluator Survey
We have over 100 volunteers serving on our scholarship selection committees and would like to get their feedback on the review process. Has anyone created a survey to collect feedback from scholarship evaluators? If so, would you be willing to share your form/questions? Thank you!
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Travel Grants/Scholarships
Are any Foundations managing a scholarship process for travel grants/awards? We've been approached by someone who is interested in supporting individuals who desire to travel to other countries for work, educational opportunities, and/or cultural exchanges. We have awarded scholarships to high school students for mission…
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Big THANK YOU to the Foundant Help team
I didn't know what category to put this in so I thought a testimonial might be best. I want to publicly thank the Foundant Help/Support team, engineers, software people, whomever was involved in resolving the reporting issue on Thursday, May 19. Nebraska was in the middle of a live panel review process when the system…
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Compass Intern Introduction
Hey everyone! My name is Melia Swirsky, and I am the new Compass Intern here at Foundant Technologies. I became interested in working for Foundant after discovering them at Montana State University's “Meet the Business Recruiters Event". Foundant's mission and values align with my own moral compass. I am originally from…
