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Curious about position titles
I was given the title Program Manager, but it has never read right to me...one that I just saw here in Compass was Philanthropy Asst, similar to what I do, but I'd appreciate hearing from folks. I process gifts and grants in Csuite, send the letters and thank yous, update website, design and post social media posts, assist…
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Application Review Process - Best Practices
Hi everyone – my questions relate to the overall grant application review process / workflow and the assignment of reviewers for applications. Some background first: We launched a one-cycle grant program earlier this year. We had an LOI stage and have gotten back to applicants on whether or not they advance to the full…
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It was National Ice Cream Day yesterday - what's a great one you've had recently?
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Final Grant Reports, Making Available to the Public
We haven't yet figured out a good way or know of any software available to help us make grant reports searchable and available to the public. We are in need of this, especially for past funded research projects. Thank you!
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Grant Follow-Up Reports
Does anyone else struggle getting their follow-ups back from nonprofits? What are your tips and tricks?
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Grant Type Categories
We're looking to streamline the Categories for Grant Types, i.e. Arts and Culture, Health and Human Services, etc. Would love to hear what categories all of you are using? Thank you.
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Interested in learning cohorts around Community-Centric Fundraising?
Foundant recently hosted a Sector Education Webinar where Park City Community Foundation shared how they are supporting Community-Centric Fundraising. During the webinar, many attendees expressed an interest in learning cohorts for this topic. We'd like to open this discussion for funders to share about existing learning…
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Berkshire Taconic Community Foundation - Four Open Positions
ADMINISTRATIVE COORDINATOR We are seeking a full-time Administrative Coordinator to maintain office and building operations, provide data and administrative support, and support the foundation’s senior staff. Learn more and apply COMMUNITY ENGAGEMENT OFFICER, EQUITY AND INCLUSION We are seeking a Community Engagement…
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New offering: Boost your email efforts in 5 minutes a week- for free!
Email is critical to a nonprofit's success. It helps with fundraising, marketing and much more. It's a great tool for connecting with individuals, building relationships and converting subscribers into donors. I am thrilled to share with you a new project launched in partnership with Foundant Technologies: The Weekly SEND…
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New offering: Boost your email efforts in 5 minutes a week- for free!
Email is critical to a nonprofit's success. It helps with fundraising, marketing and much more. It's a great tool for connecting with individuals, building relationships and converting subscribers into donors. I am thrilled to share with you a new project launched in partnership with Foundant Technologies: The Weekly SEND…
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Excited to Start!
Hi everyone, my name Is Everett Quissek, I am originally from a very small town in south central Wisconsin and I have enjoyed my move to Bozeman for school. I am currently studying Electrical Engineering at MSU. I enjoy cooking, watching movies, and almost anything outdoors. I love to ski in the winter and kite-board in…
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What is your biggest challenge with your budgeting process?
Comment below, it can be for either your organization's annual budget, or related to managing grant budgets. Supplementing the conversation from our webinar with Jitasa, Budgeting, Forecasting, and Reporting: A Plan for Financial Success. Watch here.
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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…
