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Logic Models! More Than Just Extra Work!
Hello Everyone! I am so excited about our Logic Model webinar tomorrow! If you have any burning questions, please respond to this discussion and I will try and incorporate the answers into our session. I look forward to working with you! Alice Ruhnke
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Board meeting presentation for small annual grants, fundraisers and memberships
I am seeking suggestions on board meeting presentation of hundreds of small annual grants rather than just going down a list. I have now added categories and I am dividing them by time of year paid which helps make the long list visually not as terrible. Does anyone have any other suggestions on how to present the…
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Hi Y'all, from Justin TX
Hi All, My name is Julie and I work for a large health system in their Community Health Improvement Department. I've been a Foundant Admin for our Community Impact Initiative since 2019, so I am still "fakin' it, til I make it!" I work with @BethHarrison and we've had quite the adventure this last 18 months of learning…
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Fees Associated With Hosting Applications
I am the Scholarship and Programs Associate for a Community Foundation in Georgia. Our scholarship portfolio is small. We have funds with their own grant or scholarship process with us only providing a link on our site while others ask us to manage the entire application and selection process for them. As we continue to…
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International Dog Day!
I hear it's international dog day, which seems like a great excuse to share more dog pictures! Let's see those pups! (This is Bella's excited face) 😂
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Kansas
Welcome to the Kansas discussion group!
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Sending Scholarship Funds Electronically
We would like to stop sending some scholarship checks to colleges via the mail. Are any of you electronically sending scholarship funds? Is there an issue with the Student ID or batching checks? We thought we might test the process with a smaller local University vs a state University. Are we biting off more than we can…
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ABFE is Hiring a VP of External Affairs
Courtesy post for ABFE: https://www.abfe.org/about/
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Scholarship Providers Regional Collaboratives
On our coffee talk today, @SarahBattersby mentioned their regional scholarship providers collaborative. Are you interested in creating a scholarship collaborative in your area? Do you have one already? We would love to hear both questions and advice in this discussion thread. I know I can't wait to learn more!
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Emergency Scholarship Funds
On the Coffee Talk today we had some great stories shared about starting and managing emergency funds. One important note is that though these funds are normally taxable income, the current federal recognition of a national state of emergency changes that. If you already offer emergency funding to students, please share…
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Helpful security reminders to keep you and your organization safe!
With many of us working from different locations or with different computer setups than we may be used to, it's important to remember to protect yourself - and your organization - from cyber criminals. Here are some helpful tips: Password Security: You wouldn’t give a stranger the keys to your house, so why make it easy…
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Polling Feature?
Wouldn't it be great if Compass had a tool that we could use to take a quick poll of users? So, for example, I could ask how many users send scholarship payments annually versus by semester. This could help inform our decision-making! So, a quick show of hands: How many would like to see this feature added to Compass?
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Grantwriting Goofs: How NOT to fill out an application
I've started collecting a few gems that I've found in grant reports, applications, and even in responses to emails. I use these examples when presenting to a local university class on grantwriting best practices (eg, what NOT to do). I thought I'd share them. Maybe you might have some other examples to share as well?…
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Assessing Financial Need During a Pandemic
We started a great conversation about Financial Need during this strange time. What questions are you asking students about their financial need? Are these different than your regular questions, if so how? How will use instruct your evaluators differently? Will you be working with donors in advance to discuss the concerns…
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I offer services in philanthropic strategy and administration
I offer consulting services in all aspects of philanthropic strategies and administration. Specifically, I offer administrative services (I use Foundant with all my clients) to full scale docket creation write-ups/analysis and Trustee meeting facilitation. I listen to what you need as a donor and support you to help you…
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Refer a Friend, Earn a Badge!
Earn the Referral Badge by encouraging friends and colleagues to join Compass! Just include the name(s) of the people you invited when you request the badge. This badge is also worth 20 points...one of our most valuable badges! By earning it, and other badges you can climb the Compass leaderboards!
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Systems Thinking: Encouraging Mergers
Today during our webinar on Agile Philanthropy we discussed the idea of Systems Thinking. During this conversation the following conversation was posed. I am curious how other funders are thinking of this of this idea. "In considering systems thinking, especially during the COVID crisis, would it be worthwhile for…
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Financial Due Diligence Forms
Hi all! Asking about financial due diligence best practices that others use? I'm particularly interested if anyone utilizes (and will share) a form to help walk them through assessing an organization's audits and/or financial statements? Anything that identifies particular industry standard metrics to determine financial…
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Wisconsin
Looking for contacts in the Wisconsin area to expand our collaboration efforts! Feel free to email me at andrew.dudley.shannon@dudleyfoundationwausau.org I'd be happy to start a list of contacts and send it to those who are interested! Stay safe y'all! 😁
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General operating support grants
Hi all, We are just starting out with Foundant and at the same time starting to offer operating grants. If you provide general operating support grants based on an application process, would you be willing to share your grant application. Thanks, Sheila
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Hello from Minnesota
Hi, I have been using Foundant for 1 1/2 years now. I work for the State of Minnesota, Department of Human Services in St. Paul, MN. I would love to connect with other users, especially if you work in government. I really appreciate what others chat about in Compass because I always find great resources, ideas and…
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Scholarship Withdrawals
We have a scholarship program for dependents of employees. We increased the amount of per semester scholarship to $3,000. Several schools do not cost this much leaving the student a balance on their fee bill. I have had a request from a student for permission to withdraw the remainder to purchase supplies/computer etc.…
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Foundant Admin Position Description
Hi everyone! We are currently working on developing a position description for hiring a Foundant Administrator. Foundant is our first grants management system that we have implemented in our office and we haven't had anyone in this type of position before. I'm wondering if anyone would be willing to share position…
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Scholarship Scoring Rubric
Hello all, Our Foundation is currently looking into restructuring the scoring rubric of our scholarship program to make our application and selection process more equitable. For example, we looking to identify work ethic, leadership, and community service in other ways rather than using GPA and SAT scores. Does anyone have…
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Implementing a Letter of Intent into our unrestricted grant process
Good morning, At Adirondack Foundation we have never used an LOI with our grantmaking processes. I would like to hear from those of you who use LOI's as to how you streamlined your process with LOI's or if it just adds one more step? We are hoping to use an LOI as a way to help us narrow down larger funding requests we're…
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Share your Accounting resources! (CPA, PEO, OCIO, CPE, etc!)
During today's Finance Coffee Talk, many of you shared great accounting resources. I've listed those that were shared via the chat below. Let's keep sharing your resources and tips here, so everyone can benefit! esmartpayroll.com for W-2, W-2C, 1099-MISC, 940, 941, etc. yearli.com for 1099 and W-2 processing Gusto for…
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Hello from Northwest Indiana
Hello, My name is Jessica Mace and I am the new program officer at the Healthcare Foundation of La Porte, a private, independent foundation in La Porte, Indiana. I completed the GLM training earlier this month and I am excited to be connecting in Compass now to continue to learn, share experiences and exchange ideas.
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Short-term Foundant help needed
Good afternoon, we are looking for some short-term help with Foundant. Does someone have time for a short-term assignment while we look to hire a full-time grants person? If so, please reach out. Lisa Burke, JBMF, 916-212-9313. P.S. Our full-time job opening is listed on the discussion board.
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Continue the Coffee Talk conversation on revelations from the COVID pandemic
Thanks to everyone's engagement today during our Coffee Talk: Grantmaking Revelations from the COVID-19 Pandemic. We appreciate the excellent questions and suggestions, as well as the discussion around ongoing lessons from the experience of vulnerable communities - both relative to COVID and to the impact of racism in our…
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Program Associate position available - Sacramento, CA
