-
Introduction - Gavin Patton
Hi, My name is Gavin Patton and I will be joining the Foundant team as a Client Services intern. I am super excited to be joining Foundant and helping clients. Some things about myself: I love to swim competitively and have been doing so for 11 years. I love many kinds of foods, but I would say my absolute favorite is…
-
Bequest Best Practices
Hi there! I am hoping to learn more about bequest practices from other community foundations. I am curious as to what internal forms/process are used by other foundations? Is there anything others have found to be particularly useful in navigating planned giving, particularly if there is no signed fund agreement? Are…
-
Donor Advised Evaluations (2)
The OCCF is in the process of finalizing our first SLM scholarship process. We usually have the scholarship committee score applications and bring those scores to DAF committees for the selection process. How do you easily share the scores with the DAF's? Or do you find another process works better? Thanks for your help!…
-
Looking for more grant seekers
Hi everyone! Our Foundation is looking for more grant seekers. A) Do you have some great charities in the arts, education, or community development areas looking for additional funding this year? Could you send them my way? B) What's the most effective way you've found to alert those in need to your Foundations? TIA!
-
Vote on idea to inactivate Grant Types & help with 2022 data clean up
It's 2022 and my org is now 3 years into using the GLM and CSuite - lots of learning since we started. We would like to mark some grant types we had at the beginning as "inactive" as they no longer are doing the trick, but they are attached to historical grants, which we would like to keep. If you are in a similar…
-
Struggling with Attendance
Good afternoon Compass family! Looking to revamp some of our questions on our application and struggling with one question/answer in particular.... how to ask about excess absences or tardies that show on an applicant's high school transcript?? I would really appreciate to hear how you ask this question on your…
-
2021 Compass Recap!
Thank you all for a great year and your contributions to our community. Seeing you use this space to help one another by answering questions and sharing resources is inspiring. I can't wait to see what 2022 brings. Let's keep the conversation going, and keep maximizing our impact on the philanthropic community! -Kara,…
-
Scholarship Payments and Policies
Dear colleagues, Weld Community Foundation is in the process of reviewing our Scholarship Policy, specifically regarding payments to cover cost of attendance versus qualified education expenses and also whether to allow institutions to provide refunds to the student. If your foundation's scholarship policy specifically…
-
Newsletter New Look (and best practices)
New year, new look - share your thoughts on our redesigned newsletters! Does your organization send out a newsletter? Share your best practices!
-
Impacts on Scholarship When a Student Withdraws Mid-Semester
Does your community foundation have a policy addressing how scholarship funds are handled if a student withdraws prior to the completion of a semester? We have a situation where a student withdrew with 3 weeks remaining in the semester. Do you request the college/university return those funds (or a portion of funds)? Do…
-
Greetings from Lucas Rosas!
Hello everyone! My name is Lucas and I just joined the team as a Client Services Intern! I heard about foundant at a job fair at MSU Bozeman, and knew right away that this opportunity was for me. I am originally from Chile but came to Bozeman to pursue a degree in business/finance. During my free time I enjoy sports such…
-
Coffee Talk: Annual Report planning starts now! Strategies to tell meaningful stories year after
We had a great and lively coffee talk exploring how foundations plan and deliver their Annual Report. Let's continue the discussion here - especially for everyone who wanted to share examples with one another!
-
Congratulations to the December Top 10!
Congratulations to @LyndseyThompson@LoriPerkins, @elliemoore, @CherylLindstrom, @LisaStachula, @JuliaDaSilva, @LaurenBlitzer, @brendadavis, @RhondaReichert, @NickWilliams and (not pictured on list) @ChristopherTimm! As a thank you for your contributions to our Compass community this past month, you will be entered into a…
-
Fund Advisor Portal - What are your thoughts on the label "Available Cash" for Non Endowed Funds
Hi all, On the Fund Advisor Portal, we are contemplating changing the label "Available Cash" when the show available cash option is enabled on a fund record. Does anyone have thoughts on this area? Would "Available to Grant" be a better option? Unlike the tabs in the portal, this is a hard coded field and would need to be…
-
Cryptocurrency donations
Hello, I am interested to find out if any Foundation accepts Cryptocurrency donations. What are some of the things we should consider when we start thinking about taking Crypto donations (pros and cons of Cryptocurrency donations). What is the best practice and how to process the donations? Thank you in advance for your…
-
Recovery Fund - Distribution Plan Advice Sought
Good afternoon - We are advancing plans for an Arts Resiliency and Recovery Fund and are beginning work on a fund distribution plan. Does anyone have a similar campaign framework you might be willing to share? Thank you! Tracy Lauritzen Wright, ArtsMemphis
-
Happy Howlidays from Foundant!
❄️ Click here to view our holiday card to you! ❄️
-
Moved: Uniform Process Opening Date Start Time
This discussion has been moved.
-
Best Practices for Agreement Terms for Capital Grants
Does anyone have language they are willing to share with respect to any limitations in your grant agreement when making a grant for an investment in real estate or other assets? Do you place a restriction on the grantee's ability to sell the asset purchased or invested in? If so, is there a time limit on that restriction,…
-
Faith-based Scholarships
Hi all, We recently had a donor approach us to create a faith-based scholarship (Christian specifically). We currently don't have any awarding scholarships that have faith-based criteria. Does anyone have a fund like this? If so I would appreciate any information on how you ask this question and the essay question you ask.…
-
A New Member of the Foundant Team
Howdy from Texas! My name is Courtney Harris and I just joined the Learning & Development team here at Foundant Technologies. I have worked in the nonprofit industry for the past 6 years and have absolutely loved it! I became interested in working for Foundant after talking with a family member who worked with them at his…
-
2022 Fund Development Planning-- opportunities? challenges?
As you prepare for 2022, what fundraising opportunities and challenges are on your mind? What process helps you create a solid annual plan for the year?
-
Five Creative Virtual Fundraising Ideas
What virtual events have you held?
-
Five Creative Virtual Fundraising Ideas
What virtual events have you held?
-
Market Earnings as Spendable
We have a policy that allows our DAFs to earmark a portion of their gift(s) as endowment OR spendable (or both). In the event of market gains and based on the way Foundant's Fund Advisor Portal portrays details, any market earnings do not show up on the Fund Holder's landing page. That causes confusion. Similarly, we…
-
Double Points December!
The following badges are worth double points this month! Referral Rockstar - 40 points ⭐️ Rule Breaker - 10 points Solution Finder - 10 points Coffee Addict - 2 points DIYer - 2 points Click on each link to learn more about the badges, and go climb those leaderboards!
-
Hello from Klaus Becker!
Hey everyone! My name is Klaus Becker and I am one of the new Interns here at Foundant Technologies. I became interested in working for Foundant when/after hearing about it from a classmate. I am originally from Portland, Oregon, but started school at Montana State to pursue an education in Marketing. I currently live in…
-
Requests for calls
Reaching out to see what you do when nonprofits request calls with your Foundation. I receive approximately 10-15 requests per month and typically spend 20 minutes with each. These "get to know you" calls can take place over Zoom, in person or the telephone. Is this typical for Foundations to receive this many requests per…
-
Hello from Ryan Meier!
Hello everyone I am a client services intern here at Foundant! I originally grew up in Cincinnati, Ohio but moved to Montana a while ago. I'm a student at Montana State University studying Computer Science in Bozeman. In my free time I like to be outside hiking in the mountains, rock climbing, and snowboarding.
-
Board Management Software?
Is anyone currently using (or been looking into) a Board Management software? We are looking to streamline all of our communication and do what we can to make things as engaging, fun and easy as possible (i.e. checklist/personal dashboard) for our Board.
