-
Data Visualization
-
CSuite | End of Period
-
CSuite | Cash Balancing and Account Transfers
-
Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…
-
GLM Approvals Agreements Follow Ups and Docusign
-
Overview of New Functionality
-
January's Top 10 Compass Members!
Happy 2026! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang! As…
-
Client Support Intern Introduction
Hey everyone! My name is Ruxshan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning more about how the company supports funders, grant providers, scholarship providers, and community foundations in making a meaningful impact. I’m…
-
New Client Support Intern
Hey everyone! My name is Nicole and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant when I learned about the mission to enable non-profit organizations to help more people! I am originally from Boise, Idaho and am currently studying Data Science and…
-
Welcome GLM & SLM Data Visualization Early Adapters!
We are so glad you're here! We wanted to create a public space for everyone trialing the Data Visualization tool to connect and share lessons learned, thoughts, questions, and resources. What to share here: Tips and tricks you've discovered Creative use cases or applications Questions about features or functionality…
-
GLM/SLM - Request Workflows
Thank you so much for attending this session! Here are the slides with linked resources:
-
GLM/SLM - Request Workflows
Thank you so much for attending this session! Here are the slides with linked resources:
-
GLM/SLM - Process Manager and Form Building
Thank you so much for attending this session! Here are the slides with linked resources:
-
Funding Opportunity
Hi all, Nuestra Herencia Grant Program, hosted by Latinos in Heritage Conservation, is in it's second round of funding. The due date for applications is February 13, 2026. Find out more information on our website and see recording of this year's webinars with more details for applicants.…
-
CSuite Strategic Advancement Session Slides
Hey folks! Thank you for spending two whole days talking about all things CSuite Strategic Advancement with us. We greatly appreciated your engagement during the sessions, thoughtful questions, and idea sharing. We hope you feel energized and empowered to navigate through your CSuite site and propel your work forward with…
-
Filing 1099s
Hello! I saw a post from 2025 about 1099s here which was helpful. I just wanted to make sure I understand that we aren't able to file a 1099 within CSuite, correct?
-
GLM/SLM Manage Your Site
Thank you so much for attending this session! Here are the slides with linked resources: If you ever want to audit your license-related site settings, reach out to us, and we can schedule a quick call! Marius Dereskevicius Client Success Consultant
-
GLM/SLM Basics & Building Blocks
Thank you so much for attending this session! Here are the slides with linked resources: Remember that if you ever need help in the system, you can always reach out to support@foundant.com or follow the blue question mark icon in your site! Best, Marius Dereskevicius Client Success Consultant
-
GLM/SLM/CSuite Integration Basics session
Thank you for attending the session! Here are the slides with linked resources.
-
GLM/SLM Reporting and Data Visualization Session
Thank you for attending the session! Here are the slides with linked resources.
-
2025 Year in Review
Happy New Year! Scroll through our 2025 Compass Year in Review to see everything we accomplished together. Thanks for contributing, connecting, and being such an important part of our growing community! In 2025 we had…. 654 New members 368 New discussions 734 New comments 285 Contributors 88 Questions answered 134,325…
-
December's Top 10 Compass Members!
Happy New Year! Even with December being a bit quieter thanks to the holidays, our Top 10 community members still showed up and made Compass shine. Big cheers to: @RoyWilliams, @JulieGurnon, @LeeAnnGunning, @ChelseaDanner, @RobertoCremonini, @AndreaGerhard, @EleniZulia, @ElizabethZappa, @PaulTomkins, and @LyndseyThompson!…
-
Tampa tours
Is anyone planning to do a tour or other fun activity in Tampa the weekend before Summit? We are trying to plan our schedule. Let me know if you found anything interesting!
-
End of year and IRS guidelines
Hello everyone! This is our first "end of year" as a foundation and I'd love any tips and best practices you have to share. These are the main things we are tracking: Donation Cutoff for Tax Year Only donations received or postmarked by December 31 can be included in that tax year. For checks, use the postmark date if…
-
How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
-
Happy Holidays, Compass! 🍿✨
With the year wrapping up, let’s add a little festive fun to the community. We all have that one holiday movie we have to watch every season - mine is The Polar Express! 🚂💫 Cast your vote in our Holiday Movie Poll below and tell us which film gets you in the spirit! Add yours below if you don't see it listed!
-
Ideas for Creating a New vs Return visual??
Hi all! I am interested in creating a visual and would love to hear your ideas/input. How can I best display all our grantees from a specific fiscal year of grant making and highlight which organizations are first time grantees vs returning grantees?
-
Sector Education Series: AI and Emerging Technologies
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will be publishing over the next few months. We started with our "How Foundations are Using AI to Multiply Mission Impact" webinar on 7/24 and will be continuing the series next…
-
November's Top 10 Compass Members!
Happy December! 🎄🎅🏻🦌☃️❄️ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout November! Let's give a round of applause to: @AndreaGerhard, @ElizabethClary, @sydneydetweiler, @MichaelaArruda, @AnastaciaLamb, @AmberWestbrook1, @PaigeBrown, @AmandaGraham,…
-
Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
