-
#TuesdayTip: Notification Maintenance
Every once in awhile, I'll remind you to check-in on your notifications so you don't miss anything important here in Compass! Click on your profile pic in the upper right corner. In the drop down, select "Edit Profile" or "Account & Privacy Settings" Under your photo, select "Notification Preferences." I recommend opting…
-
ACH-verify bank information
Hello, I am curious to find out how often other foundations verify bank information if grantees are set up to receive grant payment via ACH and we only grant them once or twice a year. Who verifies the account and routing number (Grants coordinators or Finance dep.) and how (email or call)? Thank you,
-
Do you offer a nonprofit loan program?
We are interested in expanding services to the nonprofit sector. One way to do so would be to offer loans. We are interested in identifying any foundations, particularly community foundations, that offer a loan program for nonprofits. Do you? Do you know a foundation that does? Thanks in advance for considering this…
-
How are you fostering relationships with your scholarship donors?
In today's Coffee Talk we discussed how Scholarship Managers are connecting with their donors to communicate the impact of their generosity. How are you using social media to connect with your students?
-
Do you remind your scholarship applicants of the due date?
This is my first year with our Foundation for managing the scholarships. The due date is coming up shortly. There are more drafts every day, but some have been there since it began. Is it a common task to let applicants know the due date is a week away?
-
Scholarships for Job Skills Retraining for Adults
Does anyone have experience managing a scholarship to support adults looking for job skills retraining (trade, technical, certificate programs)? In addition to the standard tuition, fees, we have a donor that would like to support needed supplies, equipment, etc. All of our current scholarships are traditional ones aimed…
-
Community Indicator Reports
Hi all! I received lots of good help and feedback on my last post, so I thought I'd post again. We are looking in to conducting a community indicator report/needs assessment for our region. I know a lot of other foundations have engaged in this area, so I would love to hear any thoughts on best practices! Any information…
-
Job Opportunity @ Greater Milwaukee Foundation - Grants Manager
The Greater Milwaukee Foundation (GMF) is how Milwaukee works together. For over a century, we have helped generous people give back to the community. Together with donors and partners throughout the region, the Foundation invests in the potential of people and places, supports community-grown solutions and strives to end…
-
Introduction!
Hi everyone! My name is Lucas Canty and I am a new Client Services Intern here at Foundant Technologies. I became interested in the opportunity after referral from my computer science teacher. I am from Helena, MT (my remote location as of now), but am starting school at the University of Arizona this fall to pursue…
-
Introduction!
Hello! My name is Victor Chum and I am one of the new Client Services Interns here at Foundant. I was excited to apply here after some personal exploration around Foundant's website along with an Informational Interview with Jade (the business recruiter). I currently live in Bozeman and attend MSU but I was originally from…
-
Scholarship Evaluation
This is the first year we are having evaluators review and evaluate scholarship applications online. Would anyone be willing to share correspondence sent to committees introducing first time online evaluations? (Example emails, instructions, etc.) In the past staff has created a cover sheet and attached all supplemental…
-
Does anyone book salaries across multiple funds?
Hi there, I am curious if there are any Foundations out there that book salaries across multiple funds? Example - 1.0 FTE is 50% in operations fund, 25% in fund A and 25% in fund B. If you do - please email me directly as I am doing research for someone. Email: molson@winonacf.org.
-
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!
-
Metric - % of scholarship applications submitted
What % of your started scholarship applications reach submission? #submitted/#total We just closed our 1st Universal scholarship application. I'm new to the scholarship admin world and since we just came from a paper process we have no reference. For our 67 opportunities they range from 33% to 100% with an average of 62%.…
-
Congratulations to the March Top 10!
Congratulations to @LisaReynolds, @hankdrew, @AmyNossaman, @MarshaStrauss, @CarolReynolds, @PeggyKennedy, @KateClavijo, @LaurelShulman, @leeahmahon, and @staciedetaeje! 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…
-
Introduction
Hello Team! My name is Erin Cheek and I am a new GLM/SLM Sales Representative. I am very excited to be part of the Foundant Team! I moved to Montana in July of 2020 after spending 5 years in Colorado. I have now lived in 4 states, and Montana is by far my favorite! I enjoy visiting the National Parks, landscape and…
-
Organizational Name Changes
How do you handle the history of organizations that have changed their names? For example, If Outagamie County Historical Society has received a dozen grants under this title, and then changes its name to History Museum at the Castle (true story) how do you preserve that history of the old name? If I merge the…
-
Hi Everyone!
Hi All! My name is Keely Morrison, and I am new here at Foundant as the Marketing Design Content Intern. I have heard such positive things from friends that work at Foundant which is the reason behind me applying to the company. I grew up in Helena, MT, and moved to Bozeman almost four years ago for school. I am a senior…
-
Happy 2nd Anniversary, Compass!
A big thank you to each and every one of you for supporting one another here in Compass and maximizing the impact of the philanthropic community for the last two years. To help us celebrate, spend a couple minutes inviting your friends in philanthropy to join the conversation. Compass is a resource for anyone working in or…
-
Happy 2nd Anniversary, Compass!
A big thank you to each and every one of you for supporting one another here in Compass and maximizing the impact of the philanthropic community for the last two years. To help us celebrate, spend a couple minutes inviting your friends in philanthropy to join the conversation. Compass is a resource for anyone working in or…
-
Moved: Monthly Expenses
This discussion has been moved.
-
Introduction
Hey everyone! My name is Cooper Bond and I just started as an intern here at Foundant. I became interested in working for Foundant after a good friend of mine recommended I apply. I am originally from Portland, Oregon, but I moved to Montana 3 years ago to get my undergraduate degree in Business Management. I am currently…
-
Tuesday Tip: Bookmark Compass on your phone or tablet!
Did you know you can access Compass discussions on-the-go? Bookmark and sign-in to Compass on your phone or tablet for easy access to best practices and product Q&A! This is the icon you'll see: How to bookmark on iPhone or iPad How to bookmark on Android devices Everything works just like it does on your computer!
-
#TuesdayTip: Bookmark Compass on your phone or tablet!
Did you know you can access Compass discussions on-the-go? Bookmark and sign-in to Compass on your phone or tablet for easy access to best practices and product Q&A! This is the icon you'll see: How to bookmark on iPhone or iPad How to bookmark on Android devices Everything works just like it does on your computer!
-
Scholarship Agreement
Hello all, we are new to Foundant this year with our scholarships and I am wondering if anyone has a copy of their scholarship agreement or terms and conditions they are willing to share that they use on the follow-ups? Thank you kindly.
-
DAF grants to nonprofits where advisors sit on the board?
Do any foundations prohibit grants issued from DAFs (donor-advised funds) that go to nonprofits where the fund advisor is on the board? What if there are no staff of said nonprofit, so the work of the agency is conducted by the board members? And, what about issuing a grant to the nonprofit if the address of the nonprofit…
-
Your Pathway to Grants
What is your degree in and what kind of employment did you have before you entered the grant field? Was your transition to the grant field a gradual one - or a career jump?
-
Video Applications
Hi Everyone! Our organization will soon begin accepting Video Applications from our applicants (they will have a choice to submit applications online, as a hard copy, video, etc). I was hoping to see if anyone could share any tips or best practices around accepting, tracking, and managing these applications. For instance,…
-
Scholarship Evaluation Committee Best Practices
I've heard several clients ask some great questions about scholarship evaluation committees over the past few weeks. I'll note my understanding of the Best Practice below, but I welcome other opinions and discussion. Committee Composition for Donor Funded Scholarships: Is it ok for a donor to be the only person selecting…
-
Career Paths in Fundraising & Development
What do you perceive as the next step in your career path in fundraising or in the nonprofit field?
