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PT Finance Admin
We are a small CF team in Washington state, looking for a magical part time person who is a CSuite pro. I have been using csuite for a year, so you wouldn't be in this alone, but I need more time to focus on donor relationships. I've attached the job description but the quick info is: Remote Part-time / 8-10 hours a week…
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Hello from Chicago!
Hello everyone! I'm Jenn Yoo from Illinois Humanities. As the Program Operations Manager, I'm excited to learn Foundant and adapt it as a tool to better our grantmaking program. Our team is excited to use Foundant as our central grantmaking and tracking tool AND to connect with you all through the Foundant Community!…
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#TuesdayTip: Use @ to tag people in your post!
When posting in reply to a discussion, starting a new post, or bringing others into a thread... whenever you mention another Compass member, be sure to include an @ before their name! Just type @ and a the first few letters of the person's name to generate a pop-up list. Click on the correct name and continue your post!…
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Scholarships - Survey of Applicants, Evaluators
Hi all, I really appreciated attending the Foundant Coffee Talk last week. We are considering sending a survey to our applicants about their application experience. We will also be having discussions with our Evaluators regarding this last scholarship cycle. If you already survey your applicants and evaluators, what are…
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Grant Reports
Looking for some great examples of Grant reports as follow-up documents. I've got my paper grant report forms that I've been planning to integrate into the GLM as a follow-up. But I'm always looking to see if any one has a better report form, especially now that I'm doing this electronically for the first time. Thanks for…
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Scholarship Payments to College/Universities
Looking to see how other scholarship providers handle their payments directly to the college/university and what workflows you have found to work best for your organization. Do you indicate on the letter sent with the scholarship check how to split the payments? We have always just said that the scholarship should be used…
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Evaluations & Scoring
Hello everyone, This isn't a technical question per sae, but I was wondering how other organizations evaluate or score qualitative responses. Having just completed our very first bursary cycle I was struck by how emotional the committees members evaluations were. We all found it incredibly difficult to be scoring one…
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Scholarship Application Questions/Examples
Is anyone willing to provide a copy of their scholarship applications for reference in building our own? The Foundation strives to support medical students to hopefully end up practicing and staying local throughout their careers. Do you have any ideas on questions we could ask to align with our mission? Or general…
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Audit
Hi everyone! We are doing our first audit with this system and our auditor is used to Quick Books reports. I'm trying to find a detailed GL that is comparable to what their company is used to, but the GL report CSuite pulls is not what they want. Has anyone had issues like this?
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Investment Activity/Revenue Share
How is everyone reporting their investment activity to their fund holders? Are you reporting monthly, quarterly or both? Do you provide interest/dividends, all gains(losses), etc or just balance and grant/contribution information? We have been entering investment information monthly, but not reporting on it until after the…
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Blood Drive @ Foundant HQ
Thanks to @TheodoreJohnson - and all the donors! - for coordinating a Red Cross blood drive at Foundant headquarters today. It always feels good to give back!
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International Scholarships
Hi from New Orleans! We are considering offering scholarships to dependent children of employees in non-us offices which include Australia, Ireland, Great Britain, France, and Canada. Does anyone have experience with this? Some of my specific questions are: We normally make the check payable to the university and the…
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Accounting Software
Does anyone use an accounting software they love and would like to recommend? What do you love about it?
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Outreach for National Scholarships
We are looking for ways to increase our reach and impact for our national scholarship program, shifting from select partner colleges (8-10 total in the past) to a larger national scale (jumping from ~50 scholarship recipients per year to potentially 200-300 scholarship recipients per year). How do other scholarship…
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Record Keeping - Moving from paper to electronic/digital
Hi all, This is our first year going electronic with our scholarship process - and we LOVE the capabilities and flexibility it has provided. But moving to the electronic process also brings changes in how we need to think about doing some things - and the way we've always done things. My old brain sometimes has trouble…
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#TuesdayTip: Personalize your profile with badges!
Some badges can be requested, while others have to be earned! All badges are worth points that will help you climb the Compass leaderboards. Click on any badge to learn more and to view other community members you may have something in common with! Simply visit the Badges link at the top of the page. And since I know…
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Conflict of Interest
On today's feature webinar on evaluations, we demonstrated how to record an evaluator's conflict of interest declarations on an evaluation form. Is anyone willing to share their conflict of interest policy? How do you explain to evaluators what is a conflict, and what is not?
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Hello from Oakville Ontario
Hi everyone! I'm Michelle from the Oakville Commuity Foundation. We've been using CSuite since Jan 2018 (which is coincidentally the same time I joined the org) and have since added GLM and SLM to our Foundant tool box. I've been a fan since Day 1. 😀 I'm really looking forward to learning and sharing ideas from my fellow…
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NEW CATEGORY: Foundant Product Q&A!
You may have noticed some changes to our Compass homepage navigation this week. We've dedicated a new category to focus on Foundant Product Q&A, and moved several amazing discussions to our Philanthropic Best Practices category where all Compass members can benefit from the knowledge, experiences and questions that are…
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Thank you Weston Paul and Elsie Thomson
Dear @WestonPaul and @ElsieThomson , I just wanted to let you know how smooth everything went on opening morning for two of our grant cycles. We went live today and so far so good! I don’t think others on the team felt we would be up and ready to go in such a short time-frame, especially with me having no experience with…
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#TuesdayTip: Bookmark Compass on your mobile device!
Did you know you can bookmark Compass on your phone or tablet for easy access and app-like functionality? Join the conversation and stay up-to-date on recent discussions from any device! How to bookmark a website on iPhone How to bookmark a website on iPad How to bookmark a website on Android
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Moved: Adding Additional Funding to a Previously Given Grant
This discussion has been moved.
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International Scholarships
Hi from New Orleans! We are considering offering scholarships to dependent children of employees in non-us offices which include Australia, Ireland, Great Britain, France, and Canada. Does anyone have experience with this? Some of my specific questions are: We normally make the check payable to the university and the…
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Events you LOVE <3
Are there events - virtual or otherwise! - that you always look forward to? I know a lot of people have a can't-miss conference on their calendar, a networking event where they've met amazing mentors, or a webinar series that is always super insightful. If you've been to a cool event that is creative, always has good…
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Shifts in grant making approach in response to current racial tensions
How are your organizations supporting your grantee partners who have increased their engagement or have entered the racial equity advocacy space, in response to recent events?
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Domestic Violence Relief
I would really be interested to see how and what our clients are doing to support those experiencing domestic violence as a result of recent shelter-in-place orders. Please share any and all stories!
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#TuesdayTip: Upload a profile photo!
Help us build a more personal community by replacing your avatar and putting a face to your name! To upload a profile photo, visit your Account Details area at the top right of Compass. Click Edit Profile. Under the left side bar, click "Change my Picture": Upload a photo. Drag to resize and place the square on the area of…
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Extensions/Amendments
How do people handle these requests in Foundant? Not necessarily processing them or making changes but collecting the requests, especially now when there is a greater need than usual? We are thinking through two options and wondering if anyone has tried either and what the benefits or pitfalls were. An Ext/Amd follow up…
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Use of Classy for fund-specific fundraising?
Is any other Community Foundation using Classy? We have an affiliate fund that is thinking about using Classy for their specific fundraising (P2P and crowdfunding) and we'd appreciate the opportunity to talk to another CF using it. Thanks!
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How are we celebrating awardees in 2020 (since events can't be the answer)?
On today's coffee talk we had some great ideas surface around ways to celebrate our scholarship students in the current circumstances. We heard: Video exchanges between donors and students. Newspaper ads/articles with student photos. Yard Signs "I am a xyz scholarship recipient!" ( I personally think this sounds super…
