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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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Best practice for inviting applicants to apply
I am working with a Foundation that is implementing Foundant. Although they will import historical data, that will happen after go-live. Currently, they offer a single stage, invite only application. We've been exploring the options for inviting applicants to apply, and would like to poll other foundations for their best…
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Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations? Thank you! Sally Hermann St. Croix Valley Foundation
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Donor Recognition Policy / Stewardship Strategy examples?
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
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🎉 April's Achievers: The Top 10! 🏆
Congratulations to @JoleneWillis, @MollyCerroni, @SydneyMurrell, @emilyszewczyk, @adamriding, @AllieCarreon, @HeidiSytsema, @MariusDereskevicius, @MicheleMosley, and @AmyPearson for being on April Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned…
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Writable PDF of Grant Application
We've had a few grant applicants requesting a writable pdf of our grant applications. They prefer answering grant questions in a separate document and save before copying and pasting answers into the actual application. GLM has a "questions list" that can be downloaded/printed and the apply page has a preview of our…
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All things Trust Based Philanthropy Discussion
Big thank you to all of those that joined me and @RikkaHoliday for our Coffee Talk this morning about Trust-Based Philanthropy. Bringing the conversation here to hopefully keep things going! Below are the resources shared on our talk. Feel free to use this thread or start a new thread with any of your lingering questions…
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Indiana CSuite User Meet-up--May 21, 2024!
Our next Hybrid CSuite Meet-up will be May 21, 3-4:30 If you didn't get the email invitation from Foundant, you can find the registration link here: https://info.foundant.com/2024-05-21CSuiteINHybridMeetUp_RegistrationLP.html
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Artificial Intelligence Survey - Drury University Institutional Review Board (IRB)-approved
I am a Master of Nonprofit and Civic Leadership graduate student at Drury University in Springfield, Missouri. For my capstone project, I am researching the ethical and social implications of artificial intelligence (AI) technology in philanthropic foundation grantmaking. I invite you to participate in a digital online…
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Preparing for Post Award Grant Management
During the educational webinar on post award grant management with Kristen Krey from Kim Joyce and Associates, many questions came up. We didn't get to them all. What questions do you have related to post award grant management? tracking indirect costs, grant spend down, systems to help track, division of duties within…
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Low price CRM recommendations for a growing nonprofit
Hi yall, We are a growing nonprofit, with now over 1,000 donor profiles in our current CRM. From your experience, can you recommend a low cost or free CRM that integrates with payment systems, supports landing pages, quickbooks and syncs with email list software? Thanks in advance. UPDATE (4/23/2024) Since this original…
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Scholarships -- Determining Financial Need
Hey everyone! I am building our application with Foundant and using this as an opportunity to re-think some of the questions on our application. Several of our scholarships are based on financial need. Currently, I ask students to list their estimated college expenses, scholarships they have for the upcoming year, and…
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FAFSA Challenges - What did you do?! Coffee Talk
We had a great live Coffee Talk about FAFSA at the Foundant Summit Conference. Here are some comments from the participants, grouped by theme. Please add thoughts & ideas of your own - We can revisit this next year when we do it all again! FAFSA CHAOS: WHAT DID YOU DO?! We bailed on the whole FAFSA thing and instead went…
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ACH Scholarship payments
Hello All, We've moved our grant payments to ACH, and now we're working on using ACH for scholarship payments. In the past, we mailed a check for each student award along with a cover letter. Sometimes that meant sending 10 or more checks and letters in one envelope to the school. For those of you currently using ACH for…
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Hello Everyone!
My name is Amber Kurth and I am one of the new Client Support Interns here at Foundant. I am a Junior at Montana State University studying Business Marketing. I am originally from Orland, CA, but my family has since moved to Kalispell, MT. I enjoy cooking, reading, camping, Bobcat games, spending time with friends and…
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Greetings!
Hello everyone! My name is Quentin Courtney and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Missouri, but have spent time post-college in Colorado as well. Some things I enjoy include hiking, golf, and video games. I look forward to working with you all!
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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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Out of Country Scholarships
Hello! Does your Foundation have a policy for scholarships when the University is out of the country? For example, a US student, that meets all of the requirements of the scholarship, but the University they are planning to attend is located in a different country. (Note: This is not a Study Abroad program). How do you…
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District Wide Common Scholarship Application Software
Hello! Has anyone successfully partnered with other scholarship providers in their area to put application processes from different organizations onto the same software? The vision is a scholarship software solution for the entire school district so there is just one place that students go to fill out scholarship…
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Procurement Software: Is anyone using procurement software and interfacing it with CSuite Vouchers?
Hello, We are looking to improve and streamline our invoice payment process. Wondering what other Foundations are doing. Does anyone use procurement software and interface it to CSuite to create vouchers? We would appreciate a conversation if you have any ideas. Thanks in advance for you thoughts! Elaine Nedder Stewardship…
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Reverse Scholarship Program
Good morning, If you are running a reverse scholarship program, I have questions for you! Are you storing applicants social security numbers in SLM? Have you converted any existing scholarship funds to fund a reverse scholarship? Thank you,
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Is there a place in the grant budget for facilities our nonprofit owns outright?
Through strong local support our nonprofit owns our campus and facility outright, so our grant budgets never include rent or mortgage. Yet it seems to me there should be some way to show this value in a grant budget. Afterall, this is money we don't have to spend to continue our programs. Can I show it in the budget as…
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🏆 March Madness: Meet the Top 10 🏆
Congratulations to @LisaDiehl, @EmilyBuck, @janisholloway, @RachelTripp, @MishelleBeith, @NikkiHilchey, @MeghanDoyle, @MelissaSiewert, @JodiBeers, and @JacquieHunt for being on March Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see who the…
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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Cryptocurrency Donations
Hello! Does anyone take Cryptocurrency donations? We recently received our first one through Engiven and I'm just wondering what the process for the audit was like. Also, We did not treat this gift like a gift of stock, it was entered like a normal ACH gift. However, we were not sure how to enter it and account for the…
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Happy 4th Birthday, Compass 🎂
It's time to break out the confetti and party hats because we're celebrating our 4th anniversary! 🥳 Can you believe it's been four fantastic years of sharing, learning, and growing together? To mark this special occasion, we're excited to announce some incredible prizes for our top contributors: 🌟 Top 3 Most Viewed…
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Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
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Class rank as part of evaluation process
One of our local school districts will be eliminating class rank as part of their student data, and their guidance office reached out to me for some input. We don't use class rank as part of our scholarship evaluation, but I know other organizations may, so I told her I would reach out to other scholarship providers. Their…
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Tuesday Tip: 📸 Upload Your Profile Picture Today! 📸
Let's put faces to the names! Upload your profile picture to your Compass account and: 🏆 Earn Points: Boost your Compass rank! 🎖️ Earn the "Photogenic" Badge: Show off your style! 🌟 Create a Friendlier Community! Click your profile in the upper right. Select "Edit Profile." Click "Change My Picture" on the left. Upload…
