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Finding an investment advisor for the small but growing community foundation
Any referrals for fiduciary or OCIO investment advisors, specializing in community foundations with less than $2mm in investable assets and in need of investment policy development and endowment fund setup? Preliminary research finds a limited pool, ranging from shaky to possibly credible.
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New Team Member Introduction
Hi Everyone, My name is Austin Case and I'm one of the new Team Members here at Foundant Technologies. I live in Edmond, OK and my background is in accounting in Energy. I love to workout, play golf, travel and spend time with my family and friends. I'm looking forward to meeting and working with you all!
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Career Resilience - Questions
Earlier this week we had a chat with grant professionals about the challenges we face and how career resilience is so important to succeed and advance in the grants profession. We're curious about your thoughts on career resilience. -- How do you define career resilience? -- Why is resilience an important skill to…
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New Team Member Introduction - Lauren Andryshak
Hello everyone! My name is Lauren and I am a new team member at Foundant. I work remotely from Camillus, New York. I am a recent graduate of University of Maryland Global Campus. In my free time I enjoy both indoor and outdoor activities. Hiking with my dog is something I try to do as often as possible. But I also love to…
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#TuesdayTip: Credential Badges
Credential badges are a great way to find others in the community with specific expertise. Click on the badges to see who has earned them, or to request it for yourself! Accredited Estate Planner Certified Public Accountant Certified Financial Planner Certified Fund Raising Executive Certified Grant Writer Certified Grants…
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Credential Badges
Credential badges are a great way to find others in the community with specific expertise. Click on the badges to see who has earned them, or to request it for yourself! Accredited Estate Planner Certified Public Accountant Certified Financial Planner Certified Fund Raising Executive Certified Grant Writer Certified Grants…
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Recording Links
Session recordings will be posted here following the event.
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Community Engagement Specialist - help us find a unicorn!
We are investing in the community and WE’RE GROWING! The Chaffee County Community Foundation (CCCF) is looking for self-motivated and community-minded individual to join its team as our owner of all things marketing and communications – our Community Engagement Specialist. This position will increase CCCF’s capacity to…
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Director of Marketing and Communications (Durham, NC)
Triangle Community Foundation is hiring a Director of Marketing and Communications. You can see more details and apply here: https://trianglecf.applicantpool.com/jobs/585670-197466.html
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Recording Links
Session recordings will be posted here following the event.
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Chihuahua Mutt Coincidence!
This week I found out an admin I work with (Rachel Costello) at Pembroke Philanthropy adopted a chihuahua mutt around the same time I adopted a chihuahua mutt! Meet Olive and Frankie:
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Best time of the year to make the switch to C-suite from FIMS
Hello, We are planning our conversion timeline and would like to reach out and ask what was the best time folks actually went LIVE. Year end? First quarter? Any feedback would be greatly appreciated. Marnie Christopherson DSACF - Duluth, MN
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Template Resources
Other Compass Pages (add to the discussion!): Template Questions - extensive formatting documentation is included here Templates for CSuite Additional Resources: How to Build a Condition Upload and Configure Templates - this article outlines how to assign points logic to tax receipts.
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Introduce Yourself!
Introduce yourself to the community here! A couple of starting points: Have you ever been to Montana? Are you a dog or a cat person? (Request the Dog Person or Cat Person badge)! Name your favorite Bequet Caramel flavor. (Request the Caramel Lover badge)! What are you looking to achieve during this Virtual Training event?
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Introduce Yourself!
Introduce yourself to the community here! A couple of starting points: Have you ever been to Montana? Are you a dog or a cat person? (Request the Dog Person or Cat Person badge)! Name your favorite Bequet Caramel flavor. (Request the Caramel Lover badge)! What are you looking to achieve during this Virtual Training event?
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Hiring: Chief Financial Officer
ArtsMemphis - the primary funder and convener for the arts in Memphis, TN - is hiring a Chief Financial Officer. Learn more at Careers (artsmemphis.org)
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Howdy!
My name is Joe Spence and I am an intern on the Client services team. I am from Fort Collins, Colorado and attend Montana State University. I am a passionate fisherman and a sub-par skier (I try my hardest though). Aside from fishing and skiing, I like to spend my free time coaching youth lacrosse here in Bozeman and…
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Making hard copy board books
Hey, all. I compile hard copy books for our board that include applications submitted, attachments, and staff evaluation. I do a fair amount of editing to present the application information to the board in the fashion they have requested. My work around to edit and publish a hard copy of the applications and assorted…
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Hello from New Foundant Team Member
Hi everyone! My name is Katie Sproles and I am a new team member at Foundant Technologies. My background is in marketing and communications and I will be the new marketing copywriter/editor. I am working remotely from Eugene, Oregon for just a couple of months before joining the team in Bozeman, Montana. I enjoy spending…
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Hello from Bozeman Montana
Hey all, my name is Jason Kruger and I'm a new team member here at Foundant Technologies. I am a senior software engineer and I live in Bozeman, MT. I enjoy getting outside, photography (landscape and astrophotography), and hanging out with my family. Looking forward to meeting / working with everyone!
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New Foundant Team Member- Hi from Bozeman!
Hi Compass community! My name is Anna Neikirk and I am a new Agile Project Manager on the Foundant team. My background is in Production Management for non-profit arts organizations and I am excited to help our clients excel. In my free time I like power lifting, listening to podcasts and hiking with my dog Piper. I look…
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Congrats to the May Top 10! And the winner is...
Happy Friday...and congratulations to @RhondaReichert@CarolReynolds, @HeidiFindlay, @BettieStammerjohn, @JesikaEllis, @PamAmundsen, @MeganRingoen, @SonyaMarquesCorreia, @LornaSandberg, @LaurelShulman and @JulieRae. As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Philanthropy and Federal Tax Legislation—A Look Around the Congressional Corner
In this article, two leading experts in philanthropy, Robert F. Sharpe, Jr. and Sandra Swirski address proposed tax changes that may significantly impact philanthropy. Are you talking to your donors about how tax changes and legislation will impact them? Some nonprofits have begun to see a silver lining in the current…
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Cybersecurity Policies
Good morning and Happy Friday! We just went through our annual audit and cybersecurity issues were raised and it was suggested we create a policy. I was wondering if any one has addressed this issue and maybe created a policy we could review? Thank you for any assistance. Katie
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Navigating a New Normal for Accounting Processes and Roles
Thank you to everyone who joined us yesterday for our Finance Coffee Talk: New Normal for Accounting Processes and Roles. There were many great discussions, including how to transition to ACH payments and make that process as seamless as possible. We are creating this discussion space to continue these conversations.…
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Hiring - Scholarship Program Manager - Community Foundation of the Fox River Valley (Aurora, IL)
The Community Foundation of the Fox River Valley serves the Greater Aurora Area, the TriCities and Kendall County, Illinois. Reporting to the President & CEO, the Scholarship Program Manager will work with the Foundation staff, Board of Directors, Fund Advisors, and other constituents to successfully administer the…
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Loan Repayment Programs
I have a call with a prospective donor on Thursday who is potentially interested in setting up a loan repayment fund for African American graduates. Does anyone have experience with this type of program and/or know of existing programs I could reach out to? I did used to manage something similar at a graduate school but…
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Internal Transfer: Scholarship fund to emergency assistance fund
Does anyone have any experience asking scholarship donors to contribute to an emergency assistance fund? Some background: We launched our emergency assistance fund for students in July. It's actually been quite popular with our donor-advised fundholders and is a nice value-add that we can offer to scholarship fundholders…
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HTML Editor Suggestions Please
We are going to launch a grant catalogue to our Fund Advisors next week and when I look at our finished product in Draft the font of the project descriptions is huge. I've been playing around with an HTML Editor (https://html-online.com/editor/) but the font sizes are fairly limited and I've only been able to shrink the…
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On-Demand Forms
Hi! Does anyone have a suggestion/best practice for f/u forms that are needed "on-demand"? For example, so of our grantees have received a lot of media attention recently. That prompted us to develop a form for them to use to notify us when media contact occurs. Right now, i just assign a new one, once they use the current…
