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Do you have a collaborative giving group (i.e. Giving Circle or Funder Forum) at your organization?
We would love to hear more about what your organization is doing! Join us for this week's Coffee Talk! Register Here
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Storytelling Questions on Final Report
I attended the Storytelling Webinar yesterday featuring the City of Muskogee Foundation. It was mentioned that the Storytelling questions they use on their final report would be posted on Compass. Where can I find those questions? Thanks! Additional, related discussion here:
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Congratulations to the April Top 10!
Congratulations to @wyattjackson, @LindyWheatley, @AlisonHarris, @EliWennstrom, @JenniferAllain, @KimberleyHefner, @MandiOlson, @BrianVanVleet, @salberhasky, @KevinVahlbusch! 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…
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A little MORE conversation around grants management!
**I really hope you are singing this title with that signature Elvis drawl.** Hello! It was great seeing so many of you in Elvis's town last week at Summit 2022! As @AshleyHarper and I mentioned in our session, we are hoping to bring a little MORE conversation and a little more ACTION to grants management (we want to avoid…
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Introduction
Hi everyone, my name is Jeremy Heng and I'm a new Client Support Intern at Foundant Technologies. I found out about Foundant through Ezra, another intern. I am from Missoula but came to Bozeman to study at MSU. Currently, I'm studying Computer Science with a Data Science Minor. I like to hike and play video games. I am…
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Amaze your Friends: Tech Tricks & Resources
Favorite Excel Keyboard Shortcuts: Shift+Space: Select an entire row Ctrl+Space: Select an entire column Ctrl+Shift+Plus: Insert a new row or column above or to the left of the selected row or column Ctrl+Minus: Delete the selected row or column Alt+Plus: Calculate the sum of selected cells Ctrl+9: Hide selected rows…
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Donor's Legal/Criminal History
Recently, a question was raised re: a scholarship donor's legal/criminal history, which has caused us to wonder: If any of you do some kind of background check into your donors before setting up a fund? How much of the scholarship awardee student's personal information (if any) do you share with the donors of the…
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Medical Research Grant Application Example
Hi! We are going fund medical research for the first time. Would anyone be willing to share examples of relevant grant applications they have used? Thank you so much!
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Developing your grant and fundraising staff
What methods do you use to encourage growth in your grants and development/fundraising staff?
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Follow Up Forms (Share the Story)
In response to some of the comments regarding the webinar, Connecting Your Impact Reporting To Your Community Through Storytelling, I wanted to share the City of Muskogee Foundation's Follow Up Forms where I add a required question for grantees to share their story in narrative form with the option to upload additional…
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Please share your best videos
Hello- we are informally looking at how other community foundations use video to inspire and educate. Does your community foundation have a brief video that helps introduce a specific grant program, address how you are working DEI into your grant making, or serve as a tool to educate the public about endowments? If you…
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Job Opportunity: Finance Associate
The Community Foundation of Western North Carolina, located in Asheville, NC is hiring a full time Finance Associate. Please visit our website to learn more:
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Jobs: Director of Donor Services and Strategic Partnerships & Director of Communications
Hi Friends! The Community Foundation of the Fox River Valley (Aurora, Illinois) is currently accepting applications for a Director of Donor Services and Strategic Partnerships as well as a Director of Communications. Please visit cffrv.org/careers to learn more.
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#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…
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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,
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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…
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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?
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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?
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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…
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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…
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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…
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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…
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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…
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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…
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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.
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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%.…
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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…
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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…
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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…
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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…
