-
Contact List Management
How do others deal with external and internal contact list management, between Foundant and Excel for example?
-
Nice to Meet You All!
Excited to join the team! My name is Rachel and I'm joining the Foundant team as a Product Marketing Manager. I went to college at the University of Missouri where I dual-majored in English and Art. Since then, I've worked in product & services marketing and am ready to apply my skills to the philanthropic sector. I…
-
Training Materials for executive Level Support Personnel
Greetings! I am working with our power users on materials that we want to develop for training of our executive-level leadership team members whom we want to engage on the key aspects on how to use and even run our donor-driven grant program via Foundant. Do you have any step-by-step materials that are easy to consume and…
-
Scholarship Grant Press Release
Do any of your community foundation's do a post-scholarship grant award press release? If so, what kind of information do you share and more importantly does it get published? 😂 Any examples are appreciated!
-
Scholarship Thank You
We require the students to write their "thank you to the donors" on the follow-up form when they claim their scholarship. If they received more than one scholarship, they write one thank you. I attach the letter and email it to the donors/fund advisors. I'm curious on how others handle thank you letters. This is our second…
-
How does your Foundation assess Final Reports from nonprofit and government agency grantees?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. I'm curious how other foundations evaluate Final Reports from nonprofit and government agency grantees? We currently ask for the following: Project Goals and Anticipated Outcomes, Attainment of Goals and Lessons Learned, and Measurement…
-
How do you reverse a donation?
We have a donation posted to a Profile which is actually from several Donors. We need to reverse the original donation and post the correct donations. (We have posted a negative donation amount and this works, but we've found you can't edit a negative amount in the Donation record.) How do you post a reversal of a donation?
-
ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
-
🎉 June's Top 10: Outstanding Members! 🌟
Congratulations to @LenoraLaVictoire, @JesikaEllis, @MollyCerroni, @glendatowns, @AlexQuesada, @PhillipTran, @DeniseGonzales, @NikkiHilchey, @SusieLotreck, and @JenniferMeckling for being June's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see…
-
Scholarship Funding Displacement
We'd love to hear from you, the experts, about your experience with funding displacement. If you have dealt with this issue, how have you addressed it? How did you know this has happened? Have you adjusted your communication with the school to prevent this from occurring? Thank you for taking the time to provide your…
-
Electronic Signatues
Aside from working at Foundant, I am also involved with small local nonprofit. We are looking for inexpensive way to collect electronic signatures for our Volunteer agreements and Harassment policy forms. Any great suggestions?
-
Mobile App for staff expenses
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
-
Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
-
Categorizing Grants
I'm trying to figure out an effective method to tag grants within my various processes (both ongoing and past) so that I can categorize them based off of the social issues targeted. One idea I have is using the reporting feature to filter out certain grants but I wonder if I can achieve a tagging outside of this feature I…
-
Hello Everyone!
Hey everyone! I am Arseniy Marshak, one of the new Client Services Interns starting at Foundant. I am from Redmond, WA (though I was born in Moscow, Russia) and currently I am finishing up my 3rd year at Western Washington University as a Business Administration Management Information Systems student. I found out about…
-
Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
-
AI Generated Responses from Applicants
My organization uses Foundant for Grant, Scholarship, and Assistantship applications. We recently received two applications that were generated by AI (ChatGPT). The prompt to the essay was copied, pasted, and entered into ChatGPT and the response generated was submitted directly to the scholarship application as the…
-
What techniques have you used to sound more assertive when doing cold calls with prospects?
Hello, I recently had great training regarding fundraising prospecting and cold calling. My background is programs and customer service and my feedback was that I sounded like a recording and I could be more commanding. I was giving energy that said "you can get rid of me." It was a great lesson because I realize I need a…
-
Unique Workflows with an Advanced GLM license
Follow up thread from GLM/SLM Expert Webinar | Unique Workflows with an Advanced License.
-
🌟 May's Magnificent Members: The Top 10! 🎉
Congratulations to @StuartReid, @BroganOBrien, @BelarminoCastellanos, @LisaAPickerman, @SydneyMurrell, @JoleneWillis, @MollyCerroni, @EleniZulia, @GeoffreyOConnell, and @DawnGrundeman for being May's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
-
Hi Everyone!
My name is Keenan Hahn and I am one of the new Client Support Interns here at Foundant. I am from Cheney, WA but now am going into my Junior year of college at The University of Montana. I like to do just about anything outdoors and love to spend time with my friends and family. I am excited to work at Foundant and to meet…
-
Recurring ACH donations
Does anyone use Stripe to process recurring ACH donations? Is there a way to link these donations to a promise or pledge?
-
Field of Interest Funds
Can anyone share any information they have or sample fund agreements for their Field of Interest funds? We are wanting to fine tune our policies around these types of funds as well as update our fund agreement to align. Thank you in advance.
-
GLM - Duplicate Filing Systems
Our foundation transitioned to Foundant around 2015, and since then, it has continued to file requests, follow-up submissions and communications processed through Foundant on our network drives as a backup. Any information collected or generated outside of Foundant is saved in our "efile" for the organization, and a copy…
-
New Grant Hub Pro User
Hi Everyone! I'm new to the community and looking for other members who are using Grant Hub Pro. (Why does this feel eerily like my 1990's Match.com profile post?) My name is Danielle Leek, I'm a consultant working with an incredible non-profit organization in Northwest, IN. First Things First provides programming to…
-
New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
-
Artificial Intelligence - Examples of Grant Agreement contract provisions
Are funders including clauses in their grant agreements regarding grantees use of artificial intelligence in their grant-related work, data collection/analysis, etc.?
-
CFGC is hiring a new Senior Director of Marketing & Communications
Please visit this link to apply to this job posting. About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a…
-
Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
-
Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
