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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…
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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…
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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…
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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…
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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…
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Unique Workflows with an Advanced GLM license
Follow up thread from GLM/SLM Expert Webinar | Unique Workflows with an Advanced License.
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🌟 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…
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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…
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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?
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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.
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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…
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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…
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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...
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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.?
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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…
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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…
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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…
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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…
